NIPPON INDIA POWER & INFRA FUND vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME

Portfolio Overlap Analysis · Nippon vs Nippon

30.5%
Moderate Overlap
27 common stocks · Rank #5656 of 28,292 pairs
Fund A
NIPPON INDIA POWER & INFRA FUND
Nippon · Sectoral - Infra

Common Holdings (10)

StockWt% in NIPPON INDIA POWER & INFRAWt% in NIPPON INDIA RETIREMENT FUND -Overlap
Reliance Industries Limited
Petroleum Products
9.11%4.56%4.56%
Larsen & Toubro Limited
Construction
5.94%3.62%3.62%
NTPC Limited
Power
8.30%2.93%2.93%
Bharti Airtel Limited
Telecom - Services
2.06%2.69%2.06%
Samvardhana Motherson International Limited
Auto Components
1.88%1.89%1.88%
Hindustan Aeronautics Limited
Aerospace & Defense
1.92%1.69%1.69%
UltraTech Cement Limited
Cement & Cement Products
2.67%1.62%1.62%
Cummins India Limited
Industrial Products
1.54%1.56%1.54%
NLC India Limited
Power
2.02%1.41%1.41%
Power Finance Corporation Limited
Finance
2.00%1.32%1.32%

Unique to NIPPON INDIA POWER & INFRA

  • Tata Power Company Limited4.18%
  • NTPC Green Energy Limited2.85%
  • CG Power and Industrial Solutions Limited2.77%
  • Bharat Heavy Electricals Limited2.56%
  • Apollo Hospitals Enterprise Limited2.30%

Unique to NIPPON INDIA RETIREMENT FUND -

  • ICICI Bank Limited7.59%
  • HDFC Bank Limited7.08%
  • State Bank of India3.99%
  • Axis Bank Limited3.20%
  • Bajaj Finance Limited2.86%
  • Infosys Limited2.86%

Sector Overlap Breakdown

Power
6.2% (5)
Petroleum Products
4.6% (1)
Construction
4.2% (3)
Aerospace & Defense
2.3% (3)
Telecom - Services
2.1% (1)
Auto Components
1.9% (1)
Finance
1.7% (2)
Cement & Cement Products
1.6% (1)
Industrial Products
1.5% (1)
Consumer Durables
0.9% (2)
Healthcare Services
0.9% (1)
Transport Services
0.8% (1)
Industrial Manufacturing
0.7% (1)
Leisure Services
0.6% (1)
Electrical Equipment
0.5% (2)
Chemicals & Petrochemicals
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.