Nippon India Innovation Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME

Portfolio Overlap Analysis · Nippon vs Nippon

20.1%
Moderate Overlap
16 common stocks · Rank #10910 of 28,292 pairs
Fund A
Nippon India Innovation Fund
Nippon · Equity - Other

Common Holdings (10)

StockWt% in Nippon India InnovationWt% in NIPPON INDIA RETIREMENT FUND -Overlap
Axis Bank Limited
Banks
3.20%3.01%3.01%
ICICI Bank Limited
Banks
7.59%2.88%2.88%
Reliance Industries Limited
Petroleum Products
4.56%2.43%2.43%
Samvardhana Motherson International Limited
Auto Components
1.89%4.58%1.89%
Hindustan Aeronautics Limited
Aerospace & Defense
1.69%1.78%1.69%
Eternal Limited
Retailing
1.34%2.99%1.34%
Varun Beverages Limited
Beverages
1.15%3.69%1.15%
Dixon Technologies (India) Limited
Consumer Durables
0.97%1.40%0.97%
Delhivery Limited
Transport Services
0.80%3.34%0.80%
PB Fintech Limited
Financial Technology (Fintech)
0.76%1.57%0.76%

Unique to Nippon India Innovation

  • Info Edge (India) Limited4.16%
  • Avenue Supermarts Limited4.00%
  • 3M India Limited3.91%
  • ZF Commercial Vehicle Control Systems India Limited3.88%
  • Trent Limited3.72%
  • Siemens Energy India Limited3.24%
  • Bajaj Finserv Limited3.11%

Unique to NIPPON INDIA RETIREMENT FUND -

  • HDFC Bank Limited7.08%
  • State Bank of India3.99%
  • Larsen & Toubro Limited3.62%
  • NTPC Limited2.93%
  • Bajaj Finance Limited2.86%
  • Infosys Limited2.86%
  • Bharti Airtel Limited2.69%

Sector Overlap Breakdown

Banks
5.9% (2)
Petroleum Products
2.4% (1)
Retailing
2.4% (3)
Auto Components
1.9% (1)
Aerospace & Defense
1.7% (1)
Beverages
1.1% (1)
IT - Software
1.1% (2)
Consumer Durables
1.0% (1)
Transport Services
0.8% (1)
Financial Technology (Fintech)
0.8% (1)
Industrial Manufacturing
0.7% (1)
Healthcare Services
0.5% (1)

Analysis

AI-generated comparative analysis coming soon.

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.