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 RETIREMENT FUND - INCOME GENERATION SCHEME

Portfolio Overlap Analysis · Nippon vs Nippon

17.2%
Low Overlap
16 common stocks · Rank #13074 of 28,282 pairs
Fund A
NIPPON INDIA MULTI CAP FUND (Multi Cap Fund - An Open Ended Equity Scheme Investing Across Large Cap, Mid Cap, Small Cap Stocks)
Nippon · Large Cap
Fund B
NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA MULTI CAP FUND (MWt% in NIPPON INDIA RETIREMENT FUND -Overlap
ICICI Bank Limited
Banks
4.37%2.84%2.84%
State Bank of India
Banks
1.89%2.48%1.89%
HDFC Bank Limited
Banks
5.69%1.83%1.83%
Reliance Industries Limited
Petroleum Products
2.21%1.72%1.72%
Larsen & Toubro Limited
Construction
1.93%1.40%1.40%
NTPC Limited
Power
2.24%1.25%1.25%
Axis Bank Limited
Banks
3.85%1.24%1.24%
Mahindra & Mahindra Limited
Automobiles
1.16%0.93%0.93%
Samvardhana Motherson International Limited
Auto Components
1.72%0.88%0.88%
Infosys Limited
IT - Software
2.54%0.82%0.82%

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 RETIREMENT FUND -

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
7.8% (4)
Petroleum Products
1.7% (1)
Construction
1.4% (1)
Power
1.3% (1)
Auto Components
1.1% (2)
Automobiles
0.9% (1)
Consumer Durables
0.9% (2)
IT - Software
0.8% (1)
Retailing
0.6% (1)
Insurance
0.4% (1)
Industrial Manufacturing
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for NIPPON INDIA MULTI CAP FUND (M

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.