Bajaj Finserv Large Cap Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Bajaj vs Nippon· Portfolio Overlap Analysis
48.2%High Overlap
18 common stocksRank #12038 / 20,000
Investor takeaway: At 48.2% 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 (18)
| Stock | Wt% in Bajaj Finserv Large Cap | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.21% | 7.59% | 7.21% |
HDFC Bank Limited Banks | 7.48% | 7.08% | 7.08% |
Reliance Industries Limited Petroleum Products | 4.95% | 4.56% | 4.56% |
State Bank of India Banks | 4.42% | 3.99% | 3.99% |
Larsen & Toubro Limited Construction | 3.94% | 3.62% | 3.62% |
NTPC Limited Power | 4.49% | 2.93% | 2.93% |
Infosys Limited IT - Software | 2.58% | 2.86% | 2.58% |
Mahindra & Mahindra Limited Automobiles | 2.58% | 2.54% | 2.54% |
Axis Bank Limited Banks | 2.25% | 3.20% | 2.25% |
Bharti Airtel Limited Telecom - Services | 1.87% | 2.69% | 1.87% |
UltraTech Cement Limited Cement & Cement Products | 4.11% | 1.62% | 1.62% |
Vedanta Limited Diversified Metals | 1.99% | 1.57% | 1.57% |
Titan Company Limited Consumer Durables | 3.17% | 1.38% | 1.38% |
Eternal Limited Retailing | 2.04% | 1.34% | 1.34% |
Nestle India Limited Food Products | 3.42% | 1.11% | 1.11% |
Apollo Hospitals Enterprise Limited Healthcare Services | 3.75% | 0.87% | 0.87% |
TVS Motor Company Limited Automobiles | 3.06% | 0.86% | 0.86% |
Shriram Finance Limited Finance | 2.52% | 0.78% | 0.78% |
Unique to Bajaj Finserv Large Cap
- Divi's Laboratories Limited4.27%
- Sun Pharmaceutical Industries Limited3.88%
- LG Electronics India Ltd3.82%
Unique to NIPPON INDIA RETIREMENT FUND -
- Bajaj Finance Limited2.86%
Sector Overlap Breakdown
Banks20.5% (4)
Petroleum Products4.6% (1)
Construction3.6% (1)
Automobiles3.4% (2)
Power2.9% (1)
IT - Software2.6% (1)
Telecom - Services1.9% (1)
Cement & Cement Products1.6% (1)
Diversified Metals1.6% (1)
Consumer Durables1.4% (1)
Retailing1.3% (1)
Food Products1.1% (1)
Healthcare Services0.9% (1)
Finance0.8% (1)
More comparisons for Bajaj Finserv Large Cap
- vs Axis Large Cap54.6% · 20 stocks
- vs Kotak Large Cap54.5% · 20 stocks
- vs Baroda BNP Paribas Nifty 50 In54.0% · 22 stocks
- vs HDFC NIFTY 50 ETF54.0% · 22 stocks
- vs HDFC Nifty 50 Index54.0% · 22 stocks
More comparisons for NIPPON INDIA RETIREMENT FUND -
- vs CANARA ROBECO LARGE CAP62.5% · 35 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA59.5% · 36 stocks
- vs CANARA ROBECO FLEXICAP58.5% · 36 stocks
- vs Kotak Large Cap57.6% · 25 stocks
- vs Nippon India Flexi Cap57.1% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.