NIPPON INDIA MULTI CAP FUND (Multi Cap Fund - An Open Ended Equity Scheme Investing Across Large Cap, Mid Cap, Small Cap Stocks) vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN

Portfolio Overlap Analysis · Nippon vs SBI

21.9%
Moderate Overlap
22 common stocks · Rank #9754 of 28,292 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 RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN
SBI · Conservative Hybrid

Common Holdings (10)

StockWt% in NIPPON INDIA MULTI CAP FUND (MWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Limited
Banks
5.69%3.17%3.17%
ICICI Bank Limited
Banks
4.37%2.33%2.33%
Reliance Industries Limited
Petroleum Products
2.21%2.23%2.21%
State Bank of India
Banks
1.89%1.83%1.83%
Larsen & Toubro Limited
Construction
1.93%1.76%1.76%
Axis Bank Limited
Banks
3.85%1.26%1.26%
Infosys Limited
IT - Software
2.54%1.20%1.20%
Maruti Suzuki India Limited
Automobiles
1.02%1.56%1.02%
Bajaj Finance Limited
Finance
1.64%0.96%0.96%
ZF Commercial Vehicle Control Systems India Limited
Auto Components
0.65%0.65%0.65%

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 RETIREMENT BENEFIT FUND -

  • Ultratech Cement Ltd.1.34%
  • Kotak Mahindra Bank Ltd.1.08%

Sector Overlap Breakdown

Banks
8.6% (4)
Petroleum Products
2.2% (1)
Construction
1.8% (1)
Consumer Durables
1.3% (3)
IT - Software
1.2% (1)
Leisure Services
1.1% (2)
Automobiles
1.0% (1)
Pharmaceuticals & Biotechnology
1.0% (2)
Finance
1.0% (1)
Auto Components
0.7% (1)
Industrial Products
0.5% (1)
Retailing
0.4% (1)
Healthcare Services
0.4% (1)
Electrical Equipment
0.4% (1)
Textiles & Apparels
0.4% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for NIPPON INDIA MULTI CAP FUND (M

More comparisons for SBI RETIREMENT BENEFIT FUND -

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