NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME vs Nippon India Vision Large & Mid Cap Fund

Portfolio Overlap Analysis · Nippon vs Nippon

17.6%
Low Overlap
16 common stocks · Rank #12765 of 28,292 pairs
Fund A
NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME
Nippon · Equity - Other
Fund B
Nippon India Vision Large & Mid Cap Fund
Nippon · Large & Mid Cap

Common Holdings (10)

StockWt% in NIPPON INDIA RETIREMENT FUND -Wt% in Nippon India Vision Large & MiOverlap
ICICI Bank Limited
Banks
4.55%2.84%2.84%
State Bank of India
Banks
2.60%2.48%2.48%
HDFC Bank Limited
Banks
3.25%1.83%1.83%
Reliance Industries Limited
Petroleum Products
4.00%1.72%1.72%
NTPC Limited
Power
2.08%1.25%1.25%
Axis Bank Limited
Banks
2.98%1.24%1.24%
Larsen & Toubro Limited
Construction
1.04%1.40%1.04%
Mahindra & Mahindra Limited
Automobiles
1.47%0.93%0.93%
Samvardhana Motherson International Limited
Auto Components
1.57%0.88%0.88%
Infosys Limited
IT - Software
1.15%0.82%0.82%

Unique to NIPPON INDIA RETIREMENT FUND -

All top holdings are shared with the other fund.

Unique to Nippon India Vision Large & Mi

  • Jindal Steel Limited3.04%
  • Vedanta Limited2.58%
  • TVS Motor Company Limited2.20%
  • Blue Star Limited2.08%

Sector Overlap Breakdown

Banks
8.4% (4)
Petroleum Products
1.7% (1)
Power
1.3% (1)
Construction
1.0% (1)
IT - Software
1.0% (2)
Automobiles
0.9% (1)
Auto Components
0.9% (1)
Retailing
0.7% (1)
Industrial Products
0.6% (1)
Consumer Durables
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 -

More comparisons for Nippon India Vision Large & Mi

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