NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME vs SBI Focused Fund
Portfolio Overlap Analysis · Nippon vs SBI
5.2%
Low Overlap
3 common stocks · Rank #27983 of 28,292 pairs
Common Holdings (3)
| Stock | Wt% in NIPPON INDIA RETIREMENT FUND - | Wt% in SBI Focused | Overlap |
|---|---|---|---|
State Bank of India Banks | 2.48% | 6.38% | 2.48% |
HDFC Bank Limited Banks | 1.83% | 5.74% | 1.83% |
Samvardhana Motherson International Limited Auto Components | 0.88% | 2.45% | 0.88% |
Unique to NIPPON INDIA RETIREMENT FUND -
- ICICI Bank Limited2.84%
- Reliance Industries Limited1.72%
- Larsen & Toubro Limited1.40%
- NTPC Limited1.25%
- Axis Bank Limited1.24%
- Mahindra & Mahindra Limited0.93%
- Infosys Limited0.82%
Unique to SBI Focused
- Alphabet Inc.9.17%
- Muthoot Finance Ltd.5.42%
- Bajaj Finserv Ltd.4.60%
- Kotak Mahindra Bank Ltd.4.31%
- Bajaj Finance Ltd.4.12%
- Adani Power Ltd.3.68%
- Adani Energy Solutions Ltd.3.54%
- Solar Industries India Ltd.3.43%
Sector Overlap Breakdown
Banks4.3% (2)
Auto Components0.9% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for NIPPON INDIA RETIREMENT FUND -
- vs NIPPON INDIA RETIREMENT FUND -19.0% · 19 stocks
- vs Nippon India Aggressive Hybrid18.4% · 19 stocks
- vs NIPPON INDIA BALANCED ADVANTAG18.2% · 16 stocks
- vs SBI BSE 100 ETF18.1% · 18 stocks
- vs Nippon India Flexi Cap17.8% · 17 stocks
More comparisons for SBI Focused
- vs SBI Equity Hybrid33.5% · 16 stocks
- vs SBI Children's Fund - Investme32.3% · 12 stocks
- vs SBI ESG Exclusionary Strategy29.1% · 10 stocks
- vs SBI Banking And Financial Serv27.9% · 6 stocks
- vs SBI MultiCap27.2% · 10 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.