Bajaj Finserv Large Cap Fund vs NIPPON INDIA LARGE CAP FUND

Bajaj vs Nippon· Portfolio Overlap Analysis

46.1%High Overlap
17 common stocksRank #14385 / 20,000

Investor takeaway: At 46.1% 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 (17)

StockWt% in Bajaj Finserv Large CapWt% in NIPPON INDIA LARGE CAPOverlap
HDFC Bank Limited
Banks
7.48%8.82%7.48%
ICICI Bank Limited
Banks
7.21%7.02%7.02%
Reliance Industries Limited
Petroleum Products
4.95%5.30%4.95%
State Bank of India
Banks
4.42%3.99%3.99%
Larsen & Toubro Limited
Construction
3.94%4.24%3.94%
Infosys Limited
IT - Software
2.58%2.94%2.58%
NTPC Limited
Power
4.49%2.48%2.48%
Mahindra & Mahindra Limited
Automobiles
2.58%2.44%2.44%
Axis Bank Limited
Banks
2.25%4.20%2.25%
Kotak Mahindra Bank Limited
Banks
2.99%2.02%2.02%
UltraTech Cement Limited
Cement & Cement Products
4.11%1.42%1.42%
Tata Steel Limited
Ferrous Metals
2.50%1.28%1.28%
Eternal Limited
Retailing
2.04%1.10%1.10%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
4.27%1.07%1.07%
Vedanta Limited
Diversified Metals
1.99%0.92%0.92%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
3.88%0.71%0.71%
Godrej Consumer Products Limited
Personal Products
2.54%0.49%0.49%

Unique to Bajaj Finserv Large Cap

  • LG Electronics India Ltd3.82%

Unique to NIPPON INDIA LARGE CAP

  • GE Vernova T&D India Limited2.82%
  • Bajaj Finance Limited2.80%
  • ITC Limited2.61%

Sector Overlap Breakdown

Banks
22.8% (5)
Petroleum Products
5.0% (1)
Construction
3.9% (1)
IT - Software
2.6% (1)
Power
2.5% (1)
Automobiles
2.4% (1)
Pharmaceuticals & Biotechnology
1.8% (2)
Cement & Cement Products
1.4% (1)
Ferrous Metals
1.3% (1)
Retailing
1.1% (1)
Diversified Metals
0.9% (1)
Personal Products
0.5% (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.