SBI Midcap Fund vs Nippon India Growth Mid Cap Fund (Mid Cap Fund- An open ended equity scheme predominantly investing in mid cap stocks)

Portfolio Overlap Analysis · Nippon vs SBI

25.7%

Moderate Overlap

25 common stocks · Rank #7678 of 28,292 pairs

Fund A

SBI Midcap Fund

SBI · Mid Cap

Fund B

Nippon India Growth Mid Cap Fund (Mid Cap Fund- An open ended equity scheme predominantly investing in mid cap stocks)

Nippon · Mid Cap

Common Holdings (10)

Stock	Wt% in SBI Midcap	Wt% in Nippon India Growth Mid Cap Fu	Overlap
The Federal Bank Limited Banks	2.80%	2.71%	2.71%
Bharat Forge Limited Auto Components	2.37%	2.97%	2.37%
Max Financial Services Limited Insurance	2.10%	2.82%	2.10%
Indus Towers Limited Telecom - Services	1.86%	1.85%	1.85%
Bharat Heavy Electricals Limited Electrical Equipment	1.26%	3.43%	1.26%
Torrent Power Limited Power	1.25%	3.92%	1.25%
Sundaram Finance Limited Finance	1.22%	3.21%	1.22%
ICICI Lombard General Insurance Company Limited Insurance	1.17%	2.22%	1.17%
HDB Financial Services Limited Finance	1.13%	2.28%	1.13%
Supreme Industries Limited Industrial Products	1.10%	3.07%	1.10%

Unique to SBI Midcap

CRISIL Ltd.3.21%
Mahindra & Mahindra Financial Services Ltd.3.07%
AIA Engineering Ltd.2.81%

Unique to Nippon India Growth Mid Cap Fu

BSE Limited3.26%
Fortis Healthcare Limited2.90%
Voltas Limited2.45%
AU Small Finance Bank Limited2.40%
Ashok Leyland Limited2.11%
Power Finance Corporation Limited2.09%
Cholamandalam Financial Holdings Limited1.98%

Sector Overlap Breakdown

Auto Components

3.6% (3)

Insurance

3.3% (2)

Finance

3.2% (3)

Banks

2.7% (1)

Telecom - Services

1.9% (1)

Industrial Products

1.7% (2)

Pharmaceuticals & Biotechnology

1.6% (4)

Electrical Equipment

1.3% (1)

Power

1.3% (1)

Cement & Cement Products

1.2% (2)

Retailing

1.0% (1)

Petroleum Products

0.9% (1)

Leisure Services

0.8% (1)

Textiles & Apparels

0.7% (1)

Personal Products

0.7% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Midcap

vs SBI Large and Midcap24.2% · 20 stocks
vs Nippon India ETF Nifty Midcap 23.4% · 34 stocks
vs Nippon India Nifty Midcap 150 23.4% · 34 stocks
vs HDFCMIDETF23.3% · 34 stocks
vs SBI Nifty Midcap 150 Index23.2% · 34 stocks

More comparisons for Nippon India Growth Mid Cap Fu

vs Nippon India ETF Nifty Midcap 47.8% · 61 stocks
vs Nippon India Nifty Midcap 150 47.8% · 61 stocks
vs HDFCMIDETF47.7% · 61 stocks
vs SBI Nifty Midcap 150 Index47.6% · 61 stocks
vs HDFC NIFTY MIDCAP 150 INDEX47.6% · 61 stocks

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