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

Portfolio Overlap Analysis · Nippon vs SBI

29.4%
Moderate Overlap
11 common stocks · Rank #6094 of 28,292 pairs
Fund A
NIPPON INDIA LARGE CAP FUND
Nippon · Large Cap
Fund B
SBI Long Term Advantage Fund - Series IV
SBI · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA LARGE CAPWt% in SBI Long Term Advantage Fund -Overlap
HDFC Bank Limited
Banks
8.82%5.97%5.97%
ICICI Bank Limited
Banks
7.02%4.97%4.97%
State Bank of India
Banks
3.99%4.62%3.99%
Reliance Industries Limited
Petroleum Products
5.30%3.62%3.62%
Infosys Limited
IT - Software
2.94%3.96%2.94%
Bajaj Finance Limited
Finance
2.80%6.70%2.80%
Tata Steel Limited
Ferrous Metals
1.28%3.06%1.28%
SBI Life Insurance Company Limited
Insurance
1.25%1.96%1.25%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.99%4.13%0.99%
Vedanta Limited
Diversified Metals
0.92%4.32%0.92%

Unique to NIPPON INDIA LARGE CAP

  • Larsen & Toubro Limited4.24%
  • Axis Bank Limited4.20%
  • GE Vernova T&D India Limited2.82%
  • ITC Limited2.61%

Unique to SBI Long Term Advantage Fund -

  • Tenneco Clean Air India Ltd.7.04%
  • Eicher Motors Ltd.4.62%
  • GKW Ltd.4.21%

Sector Overlap Breakdown

Banks
14.9% (3)
Petroleum Products
3.6% (1)
IT - Software
3.6% (2)
Finance
2.8% (1)
Ferrous Metals
1.3% (1)
Insurance
1.3% (1)
Agricultural, Commercial & Construction Vehicles
1.0% (1)
Diversified Metals
0.9% (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.