NIPPON INDIA LARGE CAP FUND vs NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME

Portfolio Overlap Analysis · Nippon vs Nippon

17.8%
Low Overlap
15 common stocks · Rank #12633 of 28,282 pairs
Fund A
NIPPON INDIA LARGE CAP FUND
Nippon · Large Cap
Fund B
NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA LARGE CAPWt% in NIPPON INDIA RETIREMENT FUND -Overlap
ICICI Bank Limited
Banks
7.02%2.84%2.84%
State Bank of India
Banks
3.99%2.48%2.48%
HDFC Bank Limited
Banks
8.82%1.83%1.83%
Reliance Industries Limited
Petroleum Products
5.30%1.72%1.72%
Larsen & Toubro Limited
Construction
4.24%1.40%1.40%
NTPC Limited
Power
2.48%1.25%1.25%
Axis Bank Limited
Banks
4.20%1.24%1.24%
Mahindra & Mahindra Limited
Automobiles
2.44%0.93%0.93%
Samvardhana Motherson International Limited
Auto Components
1.65%0.88%0.88%
Infosys Limited
IT - Software
2.94%0.82%0.82%

Unique to NIPPON INDIA LARGE CAP

  • GE Vernova T&D India Limited2.82%
  • Bajaj Finance Limited2.80%
  • ITC Limited2.61%

Unique to NIPPON INDIA RETIREMENT FUND -

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
8.4% (4)
Petroleum Products
1.7% (1)
Construction
1.4% (1)
IT - Software
1.4% (2)
Power
1.3% (1)
Automobiles
0.9% (1)
Auto Components
0.9% (1)
Retailing
0.7% (1)
Insurance
0.5% (1)
Consumer Durables
0.4% (1)
Pharmaceuticals & Biotechnology
0.2% (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.