NIPPON INDIA SMALL CAP FUND vs SBI Nifty 500 Index Fund

Portfolio Overlap Analysis · Nippon vs SBI

19.6%
Low Overlap
135 common stocks · Rank #11288 of 28,292 pairs
Fund A
NIPPON INDIA SMALL CAP FUND
Nippon · Small Cap
Fund B
SBI Nifty 500 Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA SMALL CAPWt% in SBI Nifty 500 IndexOverlap
HDFC Bank Limited
Banks
2.01%6.96%2.01%
State Bank of India
Banks
1.42%2.56%1.42%
Axis Bank Limited
Banks
1.22%2.03%1.22%
Hindustan Unilever Limited
Diversified FMCG
0.95%1.06%0.95%
ITC Limited
Diversified FMCG
0.83%1.55%0.83%
Vedanta Limited
Diversified Metals
0.74%0.62%0.62%
Asian Paints Limited
Consumer Durables
0.48%0.55%0.48%
NTPC Limited
Power
0.48%0.93%0.48%
Coal India Limited
Consumable Fuels
0.45%0.50%0.45%
Dr. Reddy's Laboratories Limited
Pharmaceuticals & Biotechnology
0.60%0.40%0.40%

Unique to NIPPON INDIA SMALL CAP

  • Multi Commodity Exchange of India Limited2.89%
  • Karur Vysya Bank Limited1.54%
  • Apar Industries Limited1.45%
  • TD Power Systems Limited1.30%
  • Bharat Heavy Electricals Limited1.16%
  • Emami Limited1.13%
  • Kirloskar Brothers Limited1.06%

Unique to SBI Nifty 500 Index

  • ICICI Bank Ltd.5.05%
  • Reliance Industries Ltd.4.82%
  • Bharti Airtel Ltd.2.68%
  • Larsen & Toubro Ltd.2.58%
  • Infosys Ltd.2.33%
  • Kotak Mahindra Bank Ltd.1.56%
  • Mahindra & Mahindra Ltd.1.55%

Sector Overlap Breakdown

Banks
5.2% (7)
Diversified FMCG
1.8% (2)
Consumer Durables
1.3% (11)
Power
0.9% (6)
IT - Software
0.8% (6)
Pharmaceuticals & Biotechnology
0.8% (7)
Aerospace & Defense
0.7% (4)
Auto Components
0.7% (6)
Electrical Equipment
0.7% (6)
Diversified Metals
0.6% (1)
Finance
0.6% (7)
Capital Markets
0.6% (5)
Agricultural Food & other Products
0.5% (3)
Consumable Fuels
0.5% (1)
Leisure Services
0.4% (6)
Healthcare Services
0.4% (7)
Insurance
0.4% (1)
Transport Infrastructure
0.4% (1)
Chemicals & Petrochemicals
0.3% (5)
Petroleum Products
0.3% (2)
Industrial Products
0.3% (7)
Cement & Cement Products
0.2% (3)
Realty
0.2% (2)
Construction
0.1% (4)
Transport Services
0.1% (1)
Beverages
0.1% (1)
Fertilizers & Agrochemicals
0.1% (3)
Retailing
0.1% (4)
Textiles & Apparels
0.1% (2)
IT - Services
0.1% (2)
Industrial Manufacturing
0.1% (2)
Agricultural, Commercial & Construction Vehicles
0.1% (1)
Personal Products
0.1% (1)
Diversified
0.1% (1)
Household Products
0.0% (2)
Entertainment
0.0% (1)
Commercial Services & Supplies
0.0% (1)
Paper, Forest & Jute Products
0.0% (1)
Food Products
0.0% (1)
Telecom - Equipment & Accessories
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

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