Nippon India Nifty 50 Value 20 Index Fund vs SBI Banking And Financial Services Fund

Portfolio Overlap Analysis · Nippon vs SBI

39.8%
Moderate Overlap
4 common stocks · Rank #2750 of 28,292 pairs
Fund A
Nippon India Nifty 50 Value 20 Index Fund
Nippon · Value/Contra
Fund B
SBI Banking And Financial Services Fund
SBI · Sectoral - Banking

Common Holdings (4)

StockWt% in Nippon India Nifty 50 Value 20Wt% in SBI Banking And Financial ServOverlap
ICICI Bank Limited
Banks
15.75%13.46%13.46%
State Bank of India
Banks
11.27%10.45%10.45%
Axis Bank Limited
Banks
8.97%9.37%8.97%
Kotak Mahindra Bank Limited
Banks
6.90%8.50%6.90%

Unique to Nippon India Nifty 50 Value 20

  • Infosys Limited10.30%
  • ITC Limited6.83%
  • Tata Consultancy Services Limited6.09%
  • Maruti Suzuki India Limited4.41%
  • NTPC Limited4.09%
  • HCL Technologies Limited3.31%

Unique to SBI Banking And Financial Serv

  • HDFC Bank Ltd.6.80%
  • Bajaj Finserv Ltd.6.34%
  • Muthoot Finance Ltd.4.30%
  • SBI Life Insurance Co. Ltd.3.29%
  • Multi Commodity Exchange of India Ltd.3.20%
  • Bank of Baroda3.00%

Sector Overlap Breakdown

Banks
39.8% (4)

Analysis

AI-generated comparative analysis coming soon.

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