NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME vs SBI Nifty 500 Index Fund

Portfolio Overlap Analysis · Nippon vs SBI

17.5%
Low Overlap
20 common stocks · Rank #12858 of 28,292 pairs
Fund A
NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME
Nippon · Equity - Other
Fund B
SBI Nifty 500 Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA RETIREMENT FUND -Wt% in SBI Nifty 500 IndexOverlap
ICICI Bank Limited
Banks
2.84%5.05%2.84%
State Bank of India
Banks
2.48%2.56%2.48%
HDFC Bank Limited
Banks
1.83%6.96%1.83%
Reliance Industries Limited
Petroleum Products
1.72%4.82%1.72%
Larsen & Toubro Limited
Construction
1.40%2.58%1.40%
Axis Bank Limited
Banks
1.24%2.03%1.24%
NTPC Limited
Power
1.25%0.93%0.93%
Mahindra & Mahindra Limited
Automobiles
0.93%1.55%0.93%
Infosys Limited
IT - Software
0.82%2.33%0.82%
Eternal Limited
Retailing
0.73%0.91%0.73%

Unique to NIPPON INDIA RETIREMENT FUND -

  • Samvardhana Motherson International Limited0.88%

Unique to SBI Nifty 500 Index

  • Bharti Airtel Ltd.2.68%
  • Kotak Mahindra Bank Ltd.1.56%

Sector Overlap Breakdown

Banks
8.4% (4)
Petroleum Products
1.7% (1)
Construction
1.4% (1)
IT - Software
1.4% (2)
Power
0.9% (1)
Automobiles
0.9% (1)
Retailing
0.7% (1)
Insurance
0.5% (1)
Auto Components
0.5% (2)
Industrial Products
0.3% (1)
Consumer Durables
0.3% (2)
Pharmaceuticals & Biotechnology
0.2% (1)
Healthcare Services
0.2% (1)
Industrial Manufacturing
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for NIPPON INDIA RETIREMENT FUND -

More comparisons for SBI Nifty 500 Index

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