NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME vs SBI BSE 100 ETF

Portfolio Overlap Analysis · Nippon vs SBI

56.7%
High Overlap
42 common stocks · Rank #681 of 28,292 pairs
Fund A
NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Nippon · Equity - Other
Fund B
SBI BSE 100 ETF
SBI · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA RETIREMENT FUND -Wt% in SBI BSE 100 ETFOverlap
HDFC Bank Limited
Banks
7.08%9.52%7.08%
ICICI Bank Limited
Banks
7.59%6.95%6.95%
Reliance Industries Limited
Petroleum Products
4.56%6.65%4.56%
Larsen & Toubro Limited
Construction
3.62%3.53%3.53%
State Bank of India
Banks
3.99%3.52%3.52%
Infosys Limited
IT - Software
2.86%3.27%2.86%
Axis Bank Limited
Banks
3.20%2.79%2.79%
Bharti Airtel Limited
Telecom - Services
2.69%3.70%2.69%
Mahindra & Mahindra Limited
Automobiles
2.54%2.14%2.14%
Bajaj Finance Limited
Finance
2.86%1.84%1.84%

Unique to NIPPON INDIA RETIREMENT FUND -

  • NTPC Limited2.93%

Unique to SBI BSE 100 ETF

  • Kotak Mahindra Bank Ltd.2.15%

Sector Overlap Breakdown

Banks
20.3% (4)
Petroleum Products
5.1% (2)
IT - Software
3.8% (3)
Finance
3.5% (4)
Construction
3.5% (1)
Automobiles
2.8% (2)
Telecom - Services
2.7% (1)
Power
1.7% (2)
Consumer Durables
1.6% (2)
Retailing
1.5% (2)
Food Products
1.1% (2)
Cement & Cement Products
1.1% (1)
Diversified Metals
0.8% (1)
Ferrous Metals
0.8% (1)
Transport Services
0.8% (1)
Beverages
0.7% (2)
Insurance
0.7% (1)
Healthcare Services
0.6% (1)
Aerospace & Defense
0.5% (1)
Industrial Products
0.5% (1)
Non - Ferrous Metals
0.4% (1)
Auto Components
0.4% (1)
Leisure Services
0.4% (1)
Pharmaceuticals & Biotechnology
0.4% (1)
Capital Markets
0.4% (1)
Financial Technology (Fintech)
0.3% (1)
Chemicals & Petrochemicals
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for NIPPON INDIA RETIREMENT FUND -

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