Bajaj Finserv Large Cap Fund vs Baroda BNP Paribas Nifty 50 Index Fund

Bajaj vs Baroda BNP· Portfolio Overlap Analysis

54.0%High Overlap
22 common stocksRank #7219 / 20,000

Investor takeaway: At 54.0% 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 (22)

StockWt% in Bajaj Finserv Large CapWt% in Baroda BNP Paribas Nifty 50 InOverlap
HDFC Bank Limited
Banks
7.48%11.93%7.48%
ICICI Bank Limited
Banks
7.21%8.48%7.21%
Reliance Industries Limited
Petroleum Products
4.95%8.34%4.95%
State Bank of India
Banks
4.42%4.44%4.42%
Larsen & Toubro Limited
Construction
3.94%4.36%3.94%
Kotak Mahindra Bank Limited
Banks
2.99%2.69%2.69%
Infosys Limited
IT - Software
2.58%3.92%2.58%
Mahindra & Mahindra Limited
Automobiles
2.58%2.62%2.58%
Axis Bank Limited
Banks
2.25%3.44%2.25%
Bharti Airtel Limited
Telecom - Services
1.87%4.65%1.87%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
3.88%1.58%1.58%
NTPC Limited
Power
4.49%1.57%1.57%
Eternal Limited
Retailing
2.04%1.57%1.57%
Titan Company Limited
Consumer Durables
3.17%1.55%1.55%
Tata Steel Limited
Ferrous Metals
2.50%1.50%1.50%
UltraTech Cement Limited
Cement & Cement Products
4.11%1.31%1.31%
Shriram Finance Limited
Finance
2.52%1.30%1.30%
Asian Paints Limited
Consumer Durables
1.47%0.94%0.94%
Coal India Limited
Consumable Fuels
1.98%0.84%0.84%
Nestle India Limited
Food Products
3.42%0.81%0.81%
Apollo Hospitals Enterprise Limited
Healthcare Services
3.75%0.70%0.70%
Jio Financial Services Limited
Finance
0.41%0.73%0.41%

Unique to Bajaj Finserv Large Cap

  • Divi's Laboratories Limited4.27%
  • LG Electronics India Ltd3.82%

Unique to Baroda BNP Paribas Nifty 50 In

  • ITC Limited2.66%

Sector Overlap Breakdown

Banks
24.1% (5)
Petroleum Products
5.0% (1)
Construction
3.9% (1)
IT - Software
2.6% (1)
Automobiles
2.6% (1)
Consumer Durables
2.5% (2)
Telecom - Services
1.9% (1)
Finance
1.7% (2)
Pharmaceuticals & Biotechnology
1.6% (1)
Power
1.6% (1)
Retailing
1.6% (1)
Ferrous Metals
1.5% (1)
Cement & Cement Products
1.3% (1)
Consumable Fuels
0.8% (1)
Food Products
0.8% (1)
Healthcare Services
0.7% (1)

More comparisons for Bajaj Finserv Large Cap

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