Nippon India Multi Asset Allocation Fund vs Nippon India Vision Large & Mid Cap Fund

Portfolio Overlap Analysis · Nippon vs Nippon

36.6%
Moderate Overlap
49 common stocks · Rank #3563 of 28,292 pairs
Fund A
Nippon India Multi Asset Allocation Fund
Nippon · Equity - Other
Fund B
Nippon India Vision Large & Mid Cap Fund
Nippon · Large & Mid Cap

Common Holdings (10)

StockWt% in Nippon India Multi Asset AllocWt% in Nippon India Vision Large & MiOverlap
ICICI Bank Limited
Banks
4.55%4.30%4.30%
HDFC Bank Limited
Banks
3.25%3.01%3.01%
Reliance Industries Limited
Petroleum Products
4.00%2.66%2.66%
NTPC Limited
Power
2.08%1.77%1.77%
Axis Bank Limited
Banks
2.98%1.73%1.73%
State Bank of India
Banks
2.60%1.68%1.68%
Infosys Limited
IT - Software
1.15%2.36%1.15%
Samvardhana Motherson International Limited
Auto Components
1.57%1.11%1.11%
Varun Beverages Limited
Beverages
1.30%0.98%0.98%
Vedanta Limited
Diversified Metals
2.58%0.97%0.97%

Unique to Nippon India Multi Asset Alloc

  • Kotak Mahindra Bank Limited1.54%
  • Hindustan Aeronautics Limited1.52%
  • LG Electronics India Ltd1.40%

Unique to Nippon India Vision Large & Mi

  • Jindal Steel Limited3.04%
  • TVS Motor Company Limited2.20%
  • Blue Star Limited2.08%

Sector Overlap Breakdown

Banks
11.1% (5)
Petroleum Products
2.9% (2)
Retailing
2.5% (4)
Power
2.2% (2)
Consumer Durables
1.9% (4)
Finance
1.7% (3)
IT - Software
1.6% (3)
Automobiles
1.5% (3)
Auto Components
1.1% (1)
Beverages
1.0% (1)
Diversified Metals
1.0% (1)
Oil
0.8% (1)
Construction
0.8% (1)
Ferrous Metals
0.7% (1)
Electrical Equipment
0.6% (1)
Aerospace & Defense
0.6% (1)
Telecom - Services
0.5% (1)
Capital Markets
0.5% (2)
Industrial Manufacturing
0.5% (2)
Industrial Products
0.4% (1)
Healthcare Services
0.4% (1)
Food Products
0.4% (1)
Transport Services
0.4% (1)
Diversified FMCG
0.3% (1)
Cement & Cement Products
0.3% (1)
Leisure Services
0.3% (1)
Financial Technology (Fintech)
0.2% (1)
Chemicals & Petrochemicals
0.2% (1)
Fertilizers & Agrochemicals
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.