NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME vs Nippon India Vision Large & Mid Cap Fund
Portfolio Overlap Analysis · Nippon vs Nippon
47.6%
High Overlap
38 common stocks · Rank #1370 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in NIPPON INDIA RETIREMENT FUND - | Wt% in Nippon India Vision Large & Mi | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 4.55% | 7.59% | 4.55% |
Reliance Industries Limited Petroleum Products | 4.00% | 4.56% | 4.00% |
HDFC Bank Limited Banks | 3.25% | 7.08% | 3.25% |
Axis Bank Limited Banks | 2.98% | 3.20% | 2.98% |
State Bank of India Banks | 2.60% | 3.99% | 2.60% |
NTPC Limited Power | 2.08% | 2.93% | 2.08% |
UltraTech Cement Limited Cement & Cement Products | 1.64% | 1.62% | 1.62% |
Samvardhana Motherson International Limited Auto Components | 1.57% | 1.89% | 1.57% |
Vedanta Limited Diversified Metals | 2.58% | 1.57% | 1.57% |
InterGlobe Aviation Limited Transport Services | 1.53% | 1.54% | 1.53% |
Unique to NIPPON INDIA RETIREMENT FUND -
- Larsen & Toubro Limited3.62%
- Bajaj Finance Limited2.86%
- Infosys Limited2.86%
- Bharti Airtel Limited2.69%
Unique to Nippon India Vision Large & Mi
- Jindal Steel Limited3.04%
- TVS Motor Company Limited2.20%
- Blue Star Limited2.08%
Sector Overlap Breakdown
Banks13.4% (4)
Petroleum Products4.1% (2)
Finance4.0% (4)
Consumer Durables3.5% (3)
Power2.6% (2)
Automobiles2.3% (2)
Beverages1.6% (2)
Cement & Cement Products1.6% (1)
Auto Components1.6% (1)
Diversified Metals1.6% (1)
Transport Services1.5% (1)
IT - Software1.5% (2)
Construction1.0% (1)
Retailing0.9% (1)
Healthcare Services0.9% (1)
Food Products0.8% (1)
Industrial Products0.6% (1)
Chemicals & Petrochemicals0.6% (1)
Leisure Services0.6% (1)
Aerospace & Defense0.6% (1)
Industrial Manufacturing0.6% (1)
Pharmaceuticals & Biotechnology0.6% (1)
Telecom - Services0.5% (1)
Financial Technology (Fintech)0.3% (1)
Capital Markets0.2% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for NIPPON INDIA RETIREMENT FUND -
- vs Nippon India Flexi Cap57.1% · 37 stocks
- vs SBI BSE 100 ETF56.7% · 42 stocks
- vs NIPPON INDIA LARGE CAP55.9% · 32 stocks
- vs Parag Parikh Large Cap55.6% · 36 stocks
- vs HDFCN100ET55.5% · 36 stocks
More comparisons for Nippon India Vision Large & Mi
- vs Nippon India Flexi Cap48.9% · 44 stocks
- vs NIPPON INDIA BALANCED ADVANTAG45.9% · 49 stocks
- vs HDFC Nifty LargeMidcap 250 Ind45.6% · 87 stocks
- vs SBI Nifty 500 Index44.3% · 90 stocks
- vs HDFC BSE 500 INDEX43.9% · 89 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.