NIPPON INDIA MULTI CAP FUND (Multi Cap Fund - An Open Ended Equity Scheme Investing Across Large Cap, Mid Cap, Small Cap Stocks) vs SBI Large and Midcap Fund

Portfolio Overlap Analysis · Nippon vs SBI

29.9%

Moderate Overlap

28 common stocks · Rank #5905 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

SBI Large and Midcap Fund

SBI · Mid Cap

Common Holdings (10)

Stock	Wt% in NIPPON INDIA MULTI CAP FUND (M	Wt% in SBI Large and Midcap	Overlap
HDFC Bank Limited Banks	5.69%	5.04%	5.04%
Axis Bank Limited Banks	3.85%	3.28%	3.28%
ICICI Bank Limited Banks	4.37%	2.95%	2.95%
Reliance Industries Limited Petroleum Products	2.21%	2.73%	2.21%
State Bank of India Banks	1.89%	3.56%	1.89%
FSN E-Commerce Ventures Limited Retailing	1.57%	1.23%	1.23%
Infosys Limited IT - Software	2.54%	1.17%	1.17%
Jubilant Foodworks Limited Leisure Services	0.91%	1.24%	0.91%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	0.84%	1.37%	0.84%
Tata Steel Limited Ferrous Metals	0.82%	1.10%	0.82%

Unique to NIPPON INDIA MULTI CAP FUND (M

GE Vernova T&D India Limited3.04%
Max Financial Services Limited2.48%
NTPC Limited2.24%
Linde India Limited2.02%
Larsen & Toubro Limited1.93%

Unique to SBI Large and Midcap

Bharat Forge Ltd.3.20%
Ashok Leyland Ltd.3.05%
Tata Motors Ltd.2.61%
Colgate Palmolive (India) Ltd.2.42%
Asian Paints Ltd.2.36%

Sector Overlap Breakdown

Banks

13.2% (4)

Pharmaceuticals & Biotechnology

2.9% (5)

Petroleum Products

2.2% (1)

Consumer Durables

1.8% (4)

Personal Products

1.5% (2)

Retailing

1.2% (1)

IT - Software

1.2% (1)

Leisure Services

0.9% (1)

Auto Components

0.9% (2)

Ferrous Metals

0.8% (1)

Transport Services

0.7% (1)

Textiles & Apparels

0.7% (1)

Beverages

0.6% (1)

Industrial Products

0.5% (1)

Insurance

0.5% (1)

Healthcare Services

0.4% (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 NIPPON INDIA BALANCED ADVANTAG43.5% · 42 stocks

More comparisons for SBI Large and Midcap

vs SBI ELSS Tax Saver36.5% · 36 stocks
vs SBI RETIREMENT BENEFIT FUND - 35.6% · 25 stocks
vs SBI Large Cap34.7% · 20 stocks
vs SBI RETIREMENT BENEFIT FUND - 33.5% · 25 stocks
vs SBI ESG Exclusionary Strategy32.4% · 21 stocks

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