NIPPON INDIA QUANT FUND vs SBI Multi Asset Allocation Fund

Portfolio Overlap Analysis · Nippon vs SBI

5.5%
Low Overlap
9 common stocks · Rank #27370 of 28,282 pairs
Fund A
NIPPON INDIA QUANT FUND
Nippon · Equity - Other
Fund B
SBI Multi Asset Allocation Fund
SBI · Equity - Other

Common Holdings (9)

StockWt% in NIPPON INDIA QUANTWt% in SBI Multi Asset AllocationOverlap
Reliance Industries Limited
Petroleum Products
5.95%1.46%1.46%
HDFC Bank Limited
Banks
5.92%1.44%1.44%
State Bank of India
Banks
6.09%0.70%0.70%
FSN E-Commerce Ventures Limited
Retailing
1.89%0.54%0.54%
Tech Mahindra Limited
IT - Software
2.17%0.39%0.39%
Infosys Limited
IT - Software
3.71%0.28%0.28%
ICICI Bank Limited
Banks
7.35%0.27%0.27%
Tata Steel Limited
Ferrous Metals
2.26%0.25%0.25%
Bharti Airtel Limited
Telecom - Services
3.68%0.18%0.18%

Unique to NIPPON INDIA QUANT

  • Larsen & Toubro Limited5.51%
  • Bharat Electronics Limited3.76%
  • Mahindra & Mahindra Limited3.32%
  • NTPC Limited2.72%

Unique to SBI Multi Asset Allocation

  • Brookfield India Real Estate Trust3.42%
  • GAIL (India) Ltd.2.42%
  • Bandhan Bank Ltd.2.28%
  • Oil & Natural Gas Corporation Ltd.1.97%
  • Punjab National Bank1.66%
  • The Federal Bank Ltd.1.65%
  • Biocon Ltd.1.44%
  • Indus Towers Ltd.1.39%

Sector Overlap Breakdown

Banks
2.4% (3)
Petroleum Products
1.5% (1)
IT - Software
0.7% (2)
Retailing
0.5% (1)
Ferrous Metals
0.3% (1)
Telecom - Services
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.