NIPPON INDIA MULTI CAP FUND (Multi Cap Fund - An Open Ended Equity Scheme Investing Across Large Cap, Mid Cap, Small Cap Stocks) vs NIPPON INDIA BALANCED ADVANTAGE FUND
Portfolio Overlap Analysis · Nippon vs Nippon
43.5%
High Overlap
42 common stocks · Rank #1990 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in NIPPON INDIA MULTI CAP FUND (M | Wt% in NIPPON INDIA BALANCED ADVANTAG | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 5.35% | 4.37% | 4.37% |
HDFC Bank Limited Banks | 3.91% | 5.69% | 3.91% |
Infosys Limited IT - Software | 2.54% | 2.54% | 2.54% |
Axis Bank Limited Banks | 2.41% | 3.85% | 2.41% |
NTPC Limited Power | 2.27% | 2.24% | 2.24% |
Reliance Industries Limited Petroleum Products | 2.66% | 2.21% | 2.21% |
Larsen & Toubro Limited Construction | 2.00% | 1.93% | 1.93% |
State Bank of India Banks | 3.43% | 1.89% | 1.89% |
Bajaj Finance Limited Finance | 1.90% | 1.64% | 1.64% |
FSN E-Commerce Ventures Limited Retailing | 1.33% | 1.57% | 1.33% |
Unique to NIPPON INDIA MULTI CAP FUND (M
- GE Vernova T&D India Limited3.04%
- Max Financial Services Limited2.48%
- Linde India Limited2.02%
Unique to NIPPON INDIA BALANCED ADVANTAG
- Bharti Airtel Limited2.33%
- Mahindra & Mahindra Limited2.30%
Sector Overlap Breakdown
Banks12.6% (4)
Power3.5% (3)
IT - Software2.5% (1)
Retailing2.5% (3)
Electrical Equipment2.4% (3)
Pharmaceuticals & Biotechnology2.2% (4)
Petroleum Products2.2% (1)
Automobiles2.0% (2)
Construction1.9% (1)
Finance1.6% (1)
Diversified FMCG1.2% (1)
Beverages1.1% (2)
Leisure Services1.1% (3)
Auto Components1.1% (1)
Insurance0.9% (2)
Transport Services0.9% (2)
Ferrous Metals0.7% (1)
Financial Technology (Fintech)0.6% (1)
Consumer Durables0.5% (1)
Textiles & Apparels0.5% (1)
Diversified0.4% (1)
Chemicals & Petrochemicals0.4% (1)
Capital Markets0.3% (1)
Industrial Manufacturing0.3% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for NIPPON INDIA MULTI CAP FUND (M
- vs NIPPON INDIA LARGE CAP54.2% · 47 stocks
- vs Nippon India Flexi Cap49.1% · 46 stocks
- vs NIPPON INDIA RETIREMENT FUND -44.9% · 43 stocks
- vs Nippon India ELSS Tax Saver44.5% · 34 stocks
- vs HDFC Multi Cap41.8% · 49 stocks
More comparisons for NIPPON INDIA BALANCED ADVANTAG
- vs NIPPON INDIA RETIREMENT FUND -49.7% · 41 stocks
- vs SBI BSE 100 ETF48.8% · 47 stocks
- vs Nippon India Flexi Cap48.6% · 41 stocks
- vs NIPPON INDIA LARGE CAP48.0% · 38 stocks
- vs Parag Parikh Large Cap47.8% · 43 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.