SBI Long Term Advantage Fund - Series IV vs NIPPON INDIA QUANT FUND

Portfolio Overlap Analysis · Nippon vs SBI

38.0%
Moderate Overlap
12 common stocks · Rank #3192 of 28,292 pairs
Fund A
SBI Long Term Advantage Fund - Series IV
SBI · Equity - Other
Fund B
NIPPON INDIA QUANT FUND
Nippon · Equity - Other

Common Holdings (10)

StockWt% in SBI Long Term Advantage Fund -Wt% in NIPPON INDIA QUANTOverlap
HDFC Bank Limited
Banks
5.92%5.97%5.92%
ICICI Bank Limited
Banks
7.35%4.97%4.97%
State Bank of India
Banks
6.09%4.62%4.62%
Infosys Limited
IT - Software
3.71%3.96%3.71%
Reliance Industries Limited
Petroleum Products
5.95%3.62%3.62%
Vedanta Limited
Diversified Metals
2.43%4.32%2.43%
Tata Steel Limited
Ferrous Metals
2.26%3.06%2.26%
Muthoot Finance Limited
Finance
2.24%2.74%2.24%
Tech Mahindra Limited
IT - Software
2.17%3.26%2.17%
Eicher Motors Limited
Automobiles
2.14%4.62%2.14%

Unique to SBI Long Term Advantage Fund -

  • Tenneco Clean Air India Ltd.7.04%
  • Bajaj Finance Ltd.6.70%
  • GKW Ltd.4.21%
  • Tata Motors Ltd.4.13%

Unique to NIPPON INDIA QUANT

  • Larsen & Toubro Limited5.51%
  • Bharat Electronics Limited3.76%
  • Bharti Airtel Limited3.68%
  • Mahindra & Mahindra Limited3.32%
  • NTPC Limited2.72%

Sector Overlap Breakdown

Banks
15.5% (3)
IT - Software
5.9% (2)
Finance
4.4% (2)
Petroleum Products
3.6% (1)
Diversified Metals
2.4% (1)
Ferrous Metals
2.3% (1)
Automobiles
2.1% (1)
Insurance
1.8% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Long Term Advantage Fund -

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