Nippon India Multi Asset Allocation Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Portfolio Overlap Analysis · Nippon vs Nippon
37.5%
Moderate Overlap
46 common stocks · Rank #3286 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in Nippon India Multi Asset Alloc | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.59% | 4.30% | 4.30% |
HDFC Bank Limited Banks | 7.08% | 3.01% | 3.01% |
Reliance Industries Limited Petroleum Products | 4.56% | 2.66% | 2.66% |
Infosys Limited IT - Software | 2.86% | 2.36% | 2.36% |
NTPC Limited Power | 2.93% | 1.77% | 1.77% |
Axis Bank Limited Banks | 3.20% | 1.73% | 1.73% |
State Bank of India Banks | 3.99% | 1.68% | 1.68% |
Hindustan Aeronautics Limited Aerospace & Defense | 1.69% | 1.52% | 1.52% |
Eternal Limited Retailing | 1.34% | 1.37% | 1.34% |
Samvardhana Motherson International Limited Auto Components | 1.89% | 1.11% | 1.11% |
Unique to Nippon India Multi Asset Alloc
- Kotak Mahindra Bank Limited1.54%
- LG Electronics India Ltd1.40%
Unique to NIPPON INDIA RETIREMENT FUND -
- Larsen & Toubro Limited3.62%
- Bajaj Finance Limited2.86%
- Bharti Airtel Limited2.69%
Sector Overlap Breakdown
Banks10.7% (4)
IT - Software3.1% (3)
Power2.7% (4)
Petroleum Products2.7% (1)
Finance2.3% (4)
Retailing1.8% (2)
Aerospace & Defense1.6% (2)
Beverages1.4% (2)
Consumer Durables1.3% (3)
Automobiles1.1% (2)
Auto Components1.1% (1)
Pharmaceuticals & Biotechnology1.0% (3)
Diversified Metals1.0% (1)
Telecom - Services0.9% (1)
Construction0.8% (1)
Transport Services0.7% (2)
Insurance0.5% (2)
Industrial Products0.4% (1)
Healthcare Services0.4% (1)
Food Products0.4% (1)
Cement & Cement Products0.3% (1)
Capital Markets0.3% (1)
Industrial Manufacturing0.3% (1)
Leisure Services0.3% (1)
Chemicals & Petrochemicals0.2% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for Nippon India Multi Asset Alloc
- vs Nippon India Flexi Cap39.8% · 48 stocks
- vs HDFC BSE 500 INDEX39.4% · 82 stocks
- vs HDFC500ETF39.4% · 82 stocks
- vs SBI Nifty 500 Index39.2% · 82 stocks
- vs NIPPON INDIA BALANCED ADVANTAG38.6% · 53 stocks
More comparisons for NIPPON INDIA RETIREMENT FUND -
- vs Nippon India Flexi Cap57.1% · 37 stocks
- vs SBI BSE 100 ETF56.7% · 42 stocks
- vs NIPPON INDIA LARGE CAP55.9% · 32 stocks
- vs Parag Parikh Large Cap55.6% · 36 stocks
- vs HDFCN100ET55.5% · 36 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.