Nippon India Nifty 50 Value 20 Index Fund vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN
Portfolio Overlap Analysis · Nippon vs SBI
5.1%
Low Overlap
7 common stocks · Rank #28126 of 28,292 pairs
Common Holdings (7)
| Stock | Wt% in Nippon India Nifty 50 Value 20 | Wt% in SBI RETIREMENT BENEFIT FUND - | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 15.75% | 1.17% | 1.17% |
State Bank of India Banks | 11.27% | 0.94% | 0.94% |
Maruti Suzuki India Limited Automobiles | 4.41% | 0.77% | 0.77% |
Infosys Limited IT - Software | 10.30% | 0.65% | 0.65% |
Axis Bank Limited Banks | 8.97% | 0.60% | 0.60% |
Kotak Mahindra Bank Limited Banks | 6.90% | 0.53% | 0.53% |
Hindalco Industries Limited Non - Ferrous Metals | 3.02% | 0.40% | 0.40% |
Unique to Nippon India Nifty 50 Value 20
- ITC Limited6.83%
- Tata Consultancy Services Limited6.09%
- NTPC Limited4.09%
- HCL Technologies Limited3.31%
Unique to SBI RETIREMENT BENEFIT FUND -
- HDFC Bank Ltd.1.53%
- Reliance Industries Ltd.1.14%
- Larsen & Toubro Ltd.0.86%
- Ultratech Cement Ltd.0.66%
Sector Overlap Breakdown
Banks3.2% (4)
Automobiles0.8% (1)
IT - Software0.7% (1)
Non - Ferrous Metals0.4% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for Nippon India Nifty 50 Value 20
- vs HDFCV20ETF99.7% · 20 stocks
- vs NIPPON INDIA ETF NIFTY 50 VALU99.7% · 20 stocks
- vs ICICI Prudential Nifty50 Value78.5% · 17 stocks
- vs NV20ETF78.5% · 17 stocks
- vs NIPPON INDIA ETF NIFTY DIVIDEN50.5% · 11 stocks
More comparisons for SBI RETIREMENT BENEFIT FUND -
- vs SBI RETIREMENT BENEFIT FUND - 19.5% · 52 stocks
- vs SBI RETIREMENT BENEFIT FUND - 19.5% · 52 stocks
- vs SBI RETIREMENT BENEFIT FUND - 19.5% · 52 stocks
- vs SBI ESG Exclusionary Strategy15.7% · 35 stocks
- vs HDFC Nifty LargeMidcap 250 Ind14.8% · 38 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.