NIPPON INDIA LARGE CAP FUND vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN

Portfolio Overlap Analysis · Nippon vs SBI

45.2%
High Overlap
17 common stocks · Rank #1728 of 28,282 pairs
Fund A
NIPPON INDIA LARGE CAP FUND
Nippon · Large Cap

Common Holdings (10)

StockWt% in NIPPON INDIA LARGE CAPWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Limited
Banks
8.82%7.65%7.65%
ICICI Bank Limited
Banks
7.02%5.85%5.85%
Reliance Industries Limited
Petroleum Products
5.30%5.57%5.30%
Larsen & Toubro Limited
Construction
4.24%4.38%4.24%
State Bank of India
Banks
3.99%4.50%3.99%
Axis Bank Limited
Banks
4.20%2.99%2.99%
Infosys Limited
IT - Software
2.94%3.02%2.94%
Maruti Suzuki India Limited
Automobiles
2.31%3.91%2.31%
Bajaj Finance Limited
Finance
2.80%2.31%2.31%
Kotak Mahindra Bank Limited
Banks
2.02%2.64%2.02%

Unique to NIPPON INDIA LARGE CAP

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

Unique to SBI RETIREMENT BENEFIT FUND -

  • Ultratech Cement Ltd.2.98%

Sector Overlap Breakdown

Banks
22.5% (5)
Petroleum Products
5.3% (1)
Construction
4.2% (1)
IT - Software
2.9% (1)
Finance
2.8% (2)
Automobiles
2.3% (1)
Cement & Cement Products
1.4% (1)
Electrical Equipment
1.2% (1)
Pharmaceuticals & Biotechnology
1.1% (1)
Leisure Services
1.0% (1)
Realty
0.3% (1)
Industrial Manufacturing
0.1% (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.