NIPPON INDIA LARGE CAP FUND vs Nippon India Multi Asset Allocation Fund
Portfolio Overlap Analysis · Nippon vs Nippon
35.7%
Moderate Overlap
40 common stocks · Rank #3782 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in NIPPON INDIA LARGE CAP | Wt% in Nippon India Multi Asset Alloc | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.02% | 4.30% | 4.30% |
HDFC Bank Limited Banks | 8.82% | 3.01% | 3.01% |
Reliance Industries Limited Petroleum Products | 5.30% | 2.66% | 2.66% |
Infosys Limited IT - Software | 2.94% | 2.36% | 2.36% |
NTPC Limited Power | 2.48% | 1.77% | 1.77% |
Axis Bank Limited Banks | 4.20% | 1.73% | 1.73% |
State Bank of India Banks | 3.99% | 1.68% | 1.68% |
Kotak Mahindra Bank Limited Banks | 2.02% | 1.54% | 1.54% |
Samvardhana Motherson International Limited Auto Components | 1.65% | 1.11% | 1.11% |
Eternal Limited Retailing | 1.10% | 1.37% | 1.10% |
Unique to NIPPON INDIA LARGE CAP
- Larsen & Toubro Limited4.24%
- GE Vernova T&D India Limited2.82%
- Bajaj Finance Limited2.80%
- ITC Limited2.61%
Unique to Nippon India Multi Asset Alloc
- Hindustan Aeronautics Limited1.52%
- LG Electronics India Ltd1.40%
Sector Overlap Breakdown
Banks12.3% (5)
Retailing3.2% (5)
IT - Software2.8% (2)
Petroleum Products2.7% (1)
Power2.5% (3)
Electrical Equipment1.8% (3)
Automobiles1.5% (2)
Diversified FMCG1.1% (2)
Auto Components1.1% (1)
Insurance1.0% (3)
Diversified Metals0.9% (1)
Pharmaceuticals & Biotechnology0.8% (2)
Construction0.8% (1)
Cement & Cement Products0.7% (2)
Leisure Services0.7% (2)
Finance0.6% (1)
Beverages0.5% (1)
Transport Services0.4% (1)
Consumer Durables0.4% (1)
Realty0.2% (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.