NIPPON INDIA MULTI CAP FUND (Multi Cap Fund - An Open Ended Equity Scheme Investing Across Large Cap, Mid Cap, Small Cap Stocks) vs SBI Nifty 500 Index Fund

Portfolio Overlap Analysis · Nippon vs SBI

39.3%
Moderate Overlap
101 common stocks · Rank #2845 of 28,292 pairs

Common Holdings (10)

StockWt% in NIPPON INDIA MULTI CAP FUND (MWt% in SBI Nifty 500 IndexOverlap
HDFC Bank Limited
Banks
5.69%6.96%5.69%
ICICI Bank Limited
Banks
4.37%5.05%4.37%
Infosys Limited
IT - Software
2.54%2.33%2.33%
Reliance Industries Limited
Petroleum Products
2.21%4.82%2.21%
Axis Bank Limited
Banks
3.85%2.03%2.03%
Larsen & Toubro Limited
Construction
1.93%2.58%1.93%
State Bank of India
Banks
1.89%2.56%1.89%
ITC Limited
Diversified FMCG
1.73%1.55%1.55%
Bajaj Finance Limited
Finance
1.64%1.36%1.36%
Mahindra & Mahindra Limited
Automobiles
1.16%1.55%1.16%

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%

Unique to SBI Nifty 500 Index

  • Bharti Airtel Ltd.2.68%
  • Kotak Mahindra Bank Ltd.1.56%

Sector Overlap Breakdown

Banks
14.0% (4)
IT - Software
3.1% (2)
Automobiles
2.3% (3)
Petroleum Products
2.2% (1)
Retailing
2.1% (10)
Construction
2.1% (4)
Pharmaceuticals & Biotechnology
1.9% (12)
Diversified FMCG
1.6% (1)
Finance
1.5% (2)
Power
1.4% (5)
Electrical Equipment
1.2% (8)
Insurance
1.1% (4)
Ferrous Metals
0.8% (1)
Auto Components
0.7% (6)
Consumer Durables
0.6% (7)
Leisure Services
0.6% (7)
Transport Services
0.5% (3)
Beverages
0.4% (2)
Chemicals & Petrochemicals
0.3% (3)
Financial Technology (Fintech)
0.3% (1)
Personal Products
0.2% (3)
Healthcare Services
0.1% (3)
Cement & Cement Products
0.1% (1)
Textiles & Apparels
0.1% (1)
Industrial Products
0.1% (2)
Industrial Manufacturing
0.1% (1)
Capital Markets
0.1% (2)
Diversified
0.1% (1)
Entertainment
0.0% (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.