NIPPON INDIA QUANT FUND vs SBI Long Term Advantage Fund - Series III

Portfolio Overlap Analysis · Nippon vs SBI

33.4%
Moderate Overlap
8 common stocks · Rank #4566 of 28,292 pairs
Fund A
NIPPON INDIA QUANT FUND
Nippon · Equity - Other

Common Holdings (8)

StockWt% in NIPPON INDIA QUANTWt% in SBI Long Term Advantage Fund -Overlap
Reliance Industries Limited
Petroleum Products
5.95%8.10%5.95%
HDFC Bank Limited
Banks
5.92%5.92%5.92%
Larsen & Toubro Limited
Construction
5.51%5.19%5.19%
State Bank of India
Banks
6.09%5.10%5.10%
ICICI Bank Limited
Banks
7.35%4.95%4.95%
Vedanta Limited
Diversified Metals
2.43%2.94%2.43%
Tech Mahindra Limited
IT - Software
2.17%2.06%2.06%
SBI Life Insurance Company Limited
Insurance
1.81%1.85%1.81%

Unique to NIPPON INDIA QUANT

  • Bharat Electronics Limited3.76%
  • Infosys Limited3.71%
  • Bharti Airtel Limited3.68%
  • Mahindra & Mahindra Limited3.32%
  • NTPC Limited2.72%

Unique to SBI Long Term Advantage Fund -

  • Axis Bank Ltd.5.66%
  • Aster DM Healthcare Ltd.5.46%
  • Kotak Mahindra Bank Ltd.3.62%
  • Bank of Baroda3.41%
  • Bajaj Finserv Ltd.3.17%

Sector Overlap Breakdown

Banks
16.0% (3)
Petroleum Products
6.0% (1)
Construction
5.2% (1)
Diversified Metals
2.4% (1)
IT - Software
2.1% (1)
Insurance
1.8% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for NIPPON INDIA QUANT

More comparisons for SBI Long Term Advantage Fund -

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