NIPPON INDIA LARGE CAP FUND vs SBI Long Term Advantage Fund - Series III

Portfolio Overlap Analysis · Nippon vs SBI

33.8%
Moderate Overlap
11 common stocks · Rank #4408 of 28,292 pairs
Fund A
NIPPON INDIA LARGE CAP FUND
Nippon · Large Cap

Common Holdings (10)

StockWt% in NIPPON INDIA LARGE CAPWt% in SBI Long Term Advantage Fund -Overlap
HDFC Bank Limited
Banks
8.82%5.92%5.92%
Reliance Industries Limited
Petroleum Products
5.30%8.10%5.30%
ICICI Bank Limited
Banks
7.02%4.95%4.95%
Larsen & Toubro Limited
Construction
4.24%5.19%4.24%
Axis Bank Limited
Banks
4.20%5.66%4.20%
State Bank of India
Banks
3.99%5.10%3.99%
Kotak Mahindra Bank Limited
Banks
2.02%3.62%2.02%
SBI Life Insurance Company Limited
Insurance
1.25%1.85%1.25%
Vedanta Limited
Diversified Metals
0.92%2.94%0.92%
Tech Mahindra Limited
IT - Software
0.66%2.06%0.66%

Unique to NIPPON INDIA LARGE CAP

  • Infosys Limited2.94%
  • GE Vernova T&D India Limited2.82%
  • Bajaj Finance Limited2.80%
  • ITC Limited2.61%

Unique to SBI Long Term Advantage Fund -

  • Aster DM Healthcare Ltd.5.46%
  • Bank of Baroda3.41%
  • Bajaj Finserv Ltd.3.17%

Sector Overlap Breakdown

Banks
21.1% (5)
Petroleum Products
5.3% (1)
Construction
4.2% (1)
Insurance
1.3% (1)
Diversified Metals
0.9% (1)
IT - Software
0.7% (1)
Personal Products
0.3% (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.