Nippon India Multi Asset Allocation Fund vs SBI Nifty 500 Index Fund
Portfolio Overlap Analysis · Nippon vs SBI
39.2%
Moderate Overlap
82 common stocks · Rank #2872 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in Nippon India Multi Asset Alloc | Wt% in SBI Nifty 500 Index | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 4.30% | 5.05% | 4.30% |
HDFC Bank Limited Banks | 3.01% | 6.96% | 3.01% |
Reliance Industries Limited Petroleum Products | 2.66% | 4.82% | 2.66% |
Infosys Limited IT - Software | 2.36% | 2.33% | 2.33% |
Axis Bank Limited Banks | 1.73% | 2.03% | 1.73% |
State Bank of India Banks | 1.68% | 2.56% | 1.68% |
Kotak Mahindra Bank Limited Banks | 1.54% | 1.56% | 1.54% |
NTPC Limited Power | 1.77% | 0.93% | 0.93% |
Eternal Limited Retailing | 1.37% | 0.91% | 0.91% |
Bharti Airtel Limited Telecom - Services | 0.88% | 2.68% | 0.88% |
Unique to Nippon India Multi Asset Alloc
- Hindustan Aeronautics Limited1.52%
- LG Electronics India Ltd1.40%
Unique to SBI Nifty 500 Index
- Larsen & Toubro Ltd.2.58%
- Mahindra & Mahindra Ltd.1.55%
Sector Overlap Breakdown
Banks12.7% (7)
IT - Software3.1% (4)
Petroleum Products2.9% (2)
Finance2.4% (6)
Retailing2.1% (6)
Automobiles1.8% (4)
Power1.4% (6)
Diversified FMCG1.1% (2)
Insurance0.9% (3)
Telecom - Services0.9% (1)
Construction0.8% (1)
Consumer Durables0.8% (3)
Cement & Cement Products0.7% (3)
Pharmaceuticals & Biotechnology0.7% (4)
Diversified Metals0.6% (1)
Oil0.6% (1)
Beverages0.5% (2)
Electrical Equipment0.5% (3)
Transport Services0.5% (2)
Healthcare Services0.5% (2)
Auto Components0.5% (2)
Industrial Products0.4% (2)
Aerospace & Defense0.4% (1)
Food Products0.4% (1)
Leisure Services0.3% (3)
Realty0.3% (2)
Capital Markets0.3% (1)
Ferrous Metals0.2% (1)
Financial Technology (Fintech)0.2% (1)
Gas0.2% (1)
Chemicals & Petrochemicals0.2% (1)
Industrial Manufacturing0.1% (2)
Fertilizers & Agrochemicals0.1% (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 NIPPON INDIA BALANCED ADVANTAG38.6% · 53 stocks
- vs SBI BSE 100 ETF37.9% · 50 stocks
More comparisons for SBI Nifty 500 Index
- vs HDFC BSE 500 INDEX98.3% · 477 stocks
- vs HDFC500ETF98.3% · 477 stocks
- vs SPBSEETF87.8% · 447 stocks
- vs HDFC Nifty500 Multicap 50.25.279.2% · 500 stocks
- vs SBI BSE 100 ETF72.8% · 100 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.