NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME vs Nippon India Flexi Cap Fund

Portfolio Overlap Analysis · Nippon vs Nippon

17.8%
Low Overlap
17 common stocks · Rank #12595 of 28,292 pairs
Fund A
NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME
Nippon · Equity - Other
Fund B
Nippon India Flexi Cap Fund
Nippon · Flexi Cap

Common Holdings (10)

StockWt% in NIPPON INDIA RETIREMENT FUND -Wt% in Nippon India Flexi CapOverlap
ICICI Bank Limited
Banks
2.84%5.29%2.84%
State Bank of India
Banks
2.48%2.08%2.08%
HDFC Bank Limited
Banks
1.83%6.34%1.83%
Reliance Industries Limited
Petroleum Products
1.72%3.68%1.72%
Larsen & Toubro Limited
Construction
1.40%2.97%1.40%
NTPC Limited
Power
1.25%1.87%1.25%
Axis Bank Limited
Banks
1.24%4.37%1.24%
Mahindra & Mahindra Limited
Automobiles
0.93%2.56%0.93%
Samvardhana Motherson International Limited
Auto Components
0.88%1.85%0.88%
Infosys Limited
IT - Software
0.82%3.06%0.82%

Unique to NIPPON INDIA RETIREMENT FUND -

All top holdings are shared with the other fund.

Unique to Nippon India Flexi Cap

  • Bajaj Finance Limited2.75%
  • Maruti Suzuki India Limited2.26%
  • Vedanta Limited2.23%

Sector Overlap Breakdown

Banks
8.0% (4)
Petroleum Products
1.7% (1)
Construction
1.4% (1)
Power
1.3% (1)
Auto Components
1.1% (2)
Automobiles
0.9% (1)
Consumer Durables
0.9% (2)
IT - Software
0.8% (1)
Retailing
0.7% (1)
Insurance
0.5% (1)
Industrial Manufacturing
0.3% (1)
Healthcare Services
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for NIPPON INDIA RETIREMENT FUND -

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