NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME vs SBI BSE Sensex ETF
Portfolio Overlap Analysis · Nippon vs SBI
49.0%
High Overlap
16 common stocks · Rank #1201 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in NIPPON INDIA RETIREMENT FUND - | Wt% in SBI BSE Sensex ETF | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.59% | 10.26% | 7.59% |
HDFC Bank Limited Banks | 7.08% | 14.07% | 7.08% |
Reliance Industries Limited Petroleum Products | 4.56% | 9.82% | 4.56% |
State Bank of India Banks | 3.99% | 5.20% | 3.99% |
Larsen & Toubro Limited Construction | 3.62% | 5.21% | 3.62% |
Axis Bank Limited Banks | 3.20% | 4.11% | 3.20% |
Infosys Limited IT - Software | 2.86% | 4.84% | 2.86% |
Bajaj Finance Limited Finance | 2.86% | 2.71% | 2.71% |
Bharti Airtel Limited Telecom - Services | 2.69% | 5.47% | 2.69% |
Mahindra & Mahindra Limited Automobiles | 2.54% | 3.17% | 2.54% |
Unique to NIPPON INDIA RETIREMENT FUND -
- NTPC Limited2.93%
Unique to SBI BSE Sensex ETF
- Kotak Mahindra Bank Ltd.3.18%
Sector Overlap Breakdown
Banks21.9% (4)
Petroleum Products4.6% (1)
IT - Software3.8% (2)
Construction3.6% (1)
Finance2.7% (1)
Telecom - Services2.7% (1)
Automobiles2.5% (1)
Power1.9% (1)
Cement & Cement Products1.6% (1)
Consumer Durables1.4% (1)
Retailing1.3% (1)
Transport Services1.1% (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 SBI BSE Sensex ETF
- vs HDFCSXEXTF100.0% · 30 stocks
- vs HDFC BSE Sensex Index100.0% · 30 stocks
- vs SBI BSE Sensex Index100.0% · 30 stocks
- vs Nippon India ETF BSE Sensex99.9% · 30 stocks
- vs Nippon India Index Fund - BSE 99.9% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.