Nippon India Nifty Midcap 150 Index Fund vs SBI Midcap Fund

Portfolio Overlap Analysis · Nippon vs SBI

23.4%
Moderate Overlap
34 common stocks · Rank #8957 of 28,282 pairs
Fund B
SBI Midcap Fund
SBI · Mid Cap

Common Holdings (10)

StockWt% in Nippon India Nifty Midcap 150 Wt% in SBI MidcapOverlap
The Federal Bank Limited
Banks
1.96%2.71%1.96%
Indus Towers Limited
Telecom - Services
1.56%1.85%1.56%
Bharat Forge Limited
Auto Components
1.35%2.97%1.35%
Max Financial Services Limited
Insurance
1.27%2.82%1.27%
Hindustan Petroleum Corporation Limited
Petroleum Products
1.12%1.89%1.12%
Lupin Limited
Pharmaceuticals & Biotechnology
1.48%1.07%1.07%
Bharat Heavy Electricals Limited
Electrical Equipment
1.03%3.43%1.03%
Sundaram Finance Limited
Finance
1.01%3.21%1.01%
FSN E-Commerce Ventures Limited
Retailing
0.96%2.55%0.96%
The Phoenix Mills Limited
Realty
0.82%1.43%0.82%

Unique to Nippon India Nifty Midcap 150

  • BSE Limited2.93%
  • Hero MotoCorp Limited1.96%
  • Cummins India Limited1.75%
  • IndusInd Bank Limited1.67%
  • Ashok Leyland Limited1.60%
  • HDFC Asset Management Company Limited1.46%
  • AU Small Finance Bank Limited1.43%

Unique to SBI Midcap

  • Torrent Power Ltd.3.92%
  • CRISIL Ltd.3.21%
  • Supreme Industries Ltd.3.07%
  • Mahindra & Mahindra Financial Services Ltd.3.07%
  • AIA Engineering Ltd.2.81%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
2.1% (4)
Realty
2.0% (3)
Banks
2.0% (1)
Finance
1.9% (3)
Insurance
1.9% (2)
Auto Components
1.8% (2)
Telecom - Services
1.6% (1)
Electrical Equipment
1.4% (2)
Petroleum Products
1.1% (1)
Industrial Products
1.1% (2)
Personal Products
1.1% (2)
Cement & Cement Products
1.1% (2)
Retailing
1.0% (1)
Power
0.8% (1)
Textiles & Apparels
0.7% (2)
Fertilizers & Agrochemicals
0.7% (1)
Leisure Services
0.5% (1)
Consumer Durables
0.3% (1)
IT - Services
0.3% (1)
IT - Software
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

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