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 PLAN

Portfolio Overlap Analysis · Nippon vs SBI

11.5%
Low Overlap
22 common stocks · Rank #18551 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 PLAN
SBI · Sectoral - IT

Common Holdings (10)

StockWt% in NIPPON INDIA MULTI CAP FUND (MWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Limited
Banks
5.69%1.53%1.53%
ICICI Bank Limited
Banks
4.37%1.17%1.17%
Reliance Industries Limited
Petroleum Products
2.21%1.14%1.14%
State Bank of India
Banks
1.89%0.94%0.94%
Larsen & Toubro Limited
Construction
1.93%0.86%0.86%
Maruti Suzuki India Limited
Automobiles
1.02%0.77%0.77%
Infosys Limited
IT - Software
2.54%0.65%0.65%
Axis Bank Limited
Banks
3.85%0.60%0.60%
Timken India Limited
Industrial Products
0.52%0.44%0.44%
Bajaj Finance Limited
Finance
1.64%0.44%0.44%

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.0.66%
  • Kotak Mahindra Bank Ltd.0.53%

Sector Overlap Breakdown

Banks
4.2% (4)
Petroleum Products
1.1% (1)
Construction
0.9% (1)
Automobiles
0.8% (1)
Consumer Durables
0.8% (3)
IT - Software
0.7% (1)
Leisure Services
0.5% (2)
Pharmaceuticals & Biotechnology
0.5% (2)
Industrial Products
0.4% (1)
Finance
0.4% (1)
Auto Components
0.4% (1)
Retailing
0.2% (1)
Electrical Equipment
0.2% (1)
Healthcare Services
0.2% (1)
Textiles & Apparels
0.2% (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.