NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME vs SBI Long Term Advantage Fund - Series IV

Portfolio Overlap Analysis · Nippon vs SBI

29.8%
Moderate Overlap
10 common stocks · Rank #5932 of 28,292 pairs
Fund A
NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Nippon · Equity - Other
Fund B
SBI Long Term Advantage Fund - Series IV
SBI · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA RETIREMENT FUND -Wt% in SBI Long Term Advantage Fund -Overlap
HDFC Bank Limited
Banks
7.08%5.97%5.97%
ICICI Bank Limited
Banks
7.59%4.97%4.97%
State Bank of India
Banks
3.99%4.62%3.99%
Reliance Industries Limited
Petroleum Products
4.56%3.62%3.62%
Bajaj Finance Limited
Finance
2.86%6.70%2.86%
Infosys Limited
IT - Software
2.86%3.96%2.86%
SBI Life Insurance Company Limited
Insurance
1.95%1.96%1.95%
Tech Mahindra Limited
IT - Software
1.84%3.26%1.84%
Vedanta Limited
Diversified Metals
1.57%4.32%1.57%
Afcons Infrastructure Limited
Construction
0.21%1.40%0.21%

Unique to NIPPON INDIA RETIREMENT FUND -

  • Larsen & Toubro Limited3.62%
  • Axis Bank Limited3.20%
  • NTPC Limited2.93%
  • Bharti Airtel Limited2.69%

Unique to SBI Long Term Advantage Fund -

  • Tenneco Clean Air India Ltd.7.04%
  • Eicher Motors Ltd.4.62%
  • GKW Ltd.4.21%
  • Tata Motors Ltd.4.13%

Sector Overlap Breakdown

Banks
14.9% (3)
IT - Software
4.7% (2)
Petroleum Products
3.6% (1)
Finance
2.9% (1)
Insurance
1.9% (1)
Diversified Metals
1.6% (1)
Construction
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for NIPPON INDIA RETIREMENT FUND -

More comparisons for SBI Long Term Advantage Fund -

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