Bajaj Finserv Banking and Financial Services Fund vs NIPPON INDIA BANKING & FINANCIAL SERVICES FUND
Bajaj vs Nippon· Portfolio Overlap Analysis
56.1%High Overlap
14 common stocksRank #6482 / 20,000
Investor takeaway: At 56.1% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (14)
| Stock | Wt% in Bajaj Finserv Banking and Fina | Wt% in NIPPON INDIA BANKING & FINANCI | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 16.42% | 14.24% | 14.24% |
ICICI Bank Limited Banks | 12.49% | 13.04% | 12.49% |
Axis Bank Limited Banks | 9.32% | 9.80% | 9.32% |
State Bank of India Banks | 8.44% | 6.51% | 6.51% |
Kotak Mahindra Bank Limited Banks | 6.96% | 3.10% | 3.10% |
The Federal Bank Limited Banks | 4.41% | 2.76% | 2.76% |
Bajaj Finserv Limited Finance | 1.92% | 3.23% | 1.92% |
Bajaj Finance Limited Finance | 1.71% | 1.71% | 1.71% |
Angel One Limited Capital Markets | 1.16% | 1.31% | 1.16% |
PNB Housing Finance Limited Finance | 1.76% | 1.05% | 1.05% |
IndusInd Bank Limited Banks | 0.73% | 2.63% | 0.73% |
One 97 Communications Limited Financial Technology (Fintech) | 0.46% | 0.72% | 0.46% |
HDFC Asset Management Company Limited Capital Markets | 0.39% | 1.15% | 0.39% |
Max Financial Services Limited Insurance | 0.26% | 2.58% | 0.26% |
Unique to Bajaj Finserv Banking and Fina
- Manappuram Finance Limited3.70%
- Shriram Finance Limited3.40%
- Go Digit General Insurance Limited2.69%
- RBL Bank Limited2.66%
Unique to NIPPON INDIA BANKING & FINANCI
- SBI Cards and Payment Services Limited3.83%
- SBI Life Insurance Company Limited3.50%
- Bank of Baroda2.78%
Sector Overlap Breakdown
Banks49.1% (7)
Finance4.7% (3)
Capital Markets1.6% (2)
Financial Technology (Fintech)0.5% (1)
Insurance0.3% (1)
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More comparisons for NIPPON INDIA BANKING & FINANCI
- vs TATA BANKING & FINANCIAL SERVI65.4% · 16 stocks
- vs HDFC Banking & Financial Servi63.7% · 17 stocks
- vs ICICI Prudential Banking & Fin63.3% · 22 stocks
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- vs SBI Banking And Financial Serv59.6% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.