NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME

Portfolio Overlap Analysis · Nippon vs Nippon

19.0%
Low Overlap
19 common stocks · Rank #11737 of 28,292 pairs
Fund A
NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME
Nippon · Equity - Other
Fund B
NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA RETIREMENT FUND -Wt% in NIPPON INDIA RETIREMENT FUND -Overlap
ICICI Bank Limited
Banks
7.59%2.84%2.84%
State Bank of India
Banks
3.99%2.48%2.48%
HDFC Bank Limited
Banks
7.08%1.83%1.83%
Reliance Industries Limited
Petroleum Products
4.56%1.72%1.72%
Larsen & Toubro Limited
Construction
3.62%1.40%1.40%
NTPC Limited
Power
2.93%1.25%1.25%
Axis Bank Limited
Banks
3.20%1.24%1.24%
Mahindra & Mahindra Limited
Automobiles
2.54%0.93%0.93%
Samvardhana Motherson International Limited
Auto Components
1.89%0.88%0.88%
Infosys Limited
IT - Software
2.86%0.82%0.82%

Unique to NIPPON INDIA RETIREMENT FUND -

All top holdings are shared with the other fund.

Unique to NIPPON INDIA RETIREMENT FUND -

  • Bajaj Finance Limited2.86%
  • Bharti Airtel Limited2.69%

Sector Overlap Breakdown

Banks
8.4% (4)
Petroleum Products
1.7% (1)
Construction
1.4% (1)
Power
1.3% (1)
Automobiles
0.9% (1)
Consumer Durables
0.9% (2)
Auto Components
0.9% (1)
IT - Software
0.8% (1)
Retailing
0.7% (1)
Industrial Products
0.7% (1)
Insurance
0.5% (1)
Aerospace & Defense
0.3% (1)
Industrial Manufacturing
0.3% (1)
Healthcare Services
0.2% (1)
Food Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for NIPPON INDIA RETIREMENT FUND -

More comparisons for NIPPON INDIA RETIREMENT FUND -

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