NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME vs SBI Nifty 50 ETF

Portfolio Overlap Analysis · Nippon vs SBI

52.1%
High Overlap
22 common stocks · Rank #875 of 28,292 pairs
Fund A
NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Nippon · Equity - Other
Fund B
SBI Nifty 50 ETF
SBI · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA RETIREMENT FUND -Wt% in SBI Nifty 50 ETFOverlap
ICICI Bank Limited
Banks
7.59%8.58%7.59%
HDFC Bank Limited
Banks
7.08%11.83%7.08%
Reliance Industries Limited
Petroleum Products
4.56%8.20%4.56%
State Bank of India
Banks
3.99%4.34%3.99%
Larsen & Toubro Limited
Construction
3.62%4.38%3.62%
Axis Bank Limited
Banks
3.20%3.45%3.20%
Infosys Limited
IT - Software
2.86%3.97%2.86%
Bharti Airtel Limited
Telecom - Services
2.69%4.56%2.69%
Mahindra & Mahindra Limited
Automobiles
2.54%2.64%2.54%
Bajaj Finance Limited
Finance
2.86%2.30%2.30%

Unique to NIPPON INDIA RETIREMENT FUND -

  • NTPC Limited2.93%

Unique to SBI Nifty 50 ETF

  • Kotak Mahindra Bank Ltd.2.66%

Sector Overlap Breakdown

Banks
21.9% (4)
Petroleum Products
4.6% (1)
Construction
3.6% (1)
IT - Software
3.6% (2)
Finance
3.1% (2)
Telecom - Services
2.7% (1)
Automobiles
2.5% (1)
Power
1.6% (1)
Consumer Durables
1.4% (1)
Retailing
1.3% (1)
Cement & Cement Products
1.3% (1)
Transport Services
0.9% (1)
Ferrous Metals
0.8% (1)
Food Products
0.8% (1)
Insurance
0.8% (1)
Healthcare Services
0.7% (1)
Non - Ferrous Metals
0.4% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for NIPPON INDIA RETIREMENT FUND -

More comparisons for SBI Nifty 50 ETF

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