SBI BSE Sensex Index Fund vs Nippon India Index Fund - BSE Sensex Plan

Portfolio Overlap Analysis · Nippon vs SBI

99.9%
High Overlap
30 common stocks · Rank #70 of 28,292 pairs
Fund A
SBI BSE Sensex Index Fund
SBI · Equity - Other
Fund B
Nippon India Index Fund - BSE Sensex Plan
Nippon · Equity - Other

Common Holdings (10)

StockWt% in SBI BSE Sensex IndexWt% in Nippon India Index Fund - BSE Overlap
HDFC Bank Limited
Banks
14.05%14.06%14.05%
ICICI Bank Limited
Banks
10.25%10.26%10.25%
Reliance Industries Limited
Petroleum Products
9.81%9.82%9.81%
Bharti Airtel Limited
Telecom - Services
5.46%5.47%5.46%
Larsen & Toubro Limited
Construction
5.21%5.21%5.21%
State Bank of India
Banks
5.19%5.20%5.19%
Infosys Limited
IT - Software
4.83%4.83%4.83%
Axis Bank Limited
Banks
4.11%4.11%4.11%
Kotak Mahindra Bank Limited
Banks
3.18%3.18%3.18%
Mahindra & Mahindra Limited
Automobiles
3.17%3.17%3.17%

Unique to SBI BSE Sensex Index

All top holdings are shared with the other fund.

Unique to Nippon India Index Fund - BSE

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
36.8% (5)
IT - Software
10.0% (4)
Petroleum Products
9.8% (1)
Telecom - Services
5.5% (1)
Diversified FMCG
5.3% (2)
Construction
5.2% (1)
Automobiles
5.2% (2)
Finance
3.9% (2)
Power
3.3% (2)
Consumer Durables
3.0% (2)
Retailing
2.7% (2)
Pharmaceuticals & Biotechnology
1.9% (1)
Ferrous Metals
1.8% (1)
Aerospace & Defense
1.7% (1)
Cement & Cement Products
1.6% (1)
Transport Infrastructure
1.2% (1)
Transport Services
1.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI BSE Sensex Index

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