SBI Large and Midcap Fund vs NIPPON INDIA BALANCED ADVANTAGE FUND

Portfolio Overlap Analysis · Nippon vs SBI

27.4%
Moderate Overlap
24 common stocks · Rank #6863 of 28,292 pairs
Fund A
SBI Large and Midcap Fund
SBI · Mid Cap
Fund B
NIPPON INDIA BALANCED ADVANTAGE FUND
Nippon · Balanced Advantage

Common Holdings (10)

StockWt% in SBI Large and MidcapWt% in NIPPON INDIA BALANCED ADVANTAGOverlap
HDFC Bank Limited
Banks
3.91%5.04%3.91%
State Bank of India
Banks
3.43%3.56%3.43%
ICICI Bank Limited
Banks
5.35%2.95%2.95%
Reliance Industries Limited
Petroleum Products
2.66%2.73%2.66%
Axis Bank Limited
Banks
2.41%3.28%2.41%
FSN E-Commerce Ventures Limited
Retailing
1.33%1.23%1.23%
Infosys Limited
IT - Software
2.54%1.17%1.17%
Godrej Consumer Products Limited
Personal Products
1.13%1.48%1.13%
Hindustan Unilever Limited
Diversified FMCG
0.90%1.21%0.90%
Tata Steel Limited
Ferrous Metals
0.72%1.10%0.72%

Unique to SBI Large and Midcap

  • Bharat Forge Ltd.3.20%
  • Ashok Leyland Ltd.3.05%
  • Tata Motors Ltd.2.61%
  • Colgate Palmolive (India) Ltd.2.42%
  • Asian Paints Ltd.2.36%

Unique to NIPPON INDIA BALANCED ADVANTAG

  • Bharti Airtel Limited2.33%
  • Mahindra & Mahindra Limited2.30%
  • NTPC Limited2.27%
  • Larsen & Toubro Limited2.00%

Sector Overlap Breakdown

Banks
12.7% (4)
Petroleum Products
3.2% (2)
IT - Software
1.8% (2)
Ferrous Metals
1.3% (2)
Retailing
1.2% (1)
Personal Products
1.1% (1)
Diversified FMCG
0.9% (1)
Consumer Durables
0.8% (2)
Insurance
0.7% (1)
Beverages
0.7% (1)
Transport Services
0.6% (1)
Electrical Equipment
0.5% (1)
Diversified Metals
0.5% (1)
Textiles & Apparels
0.5% (1)
Leisure Services
0.4% (1)
Pharmaceuticals & Biotechnology
0.3% (1)
Telecom - Services
0.3% (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.