Baroda BNP Paribas Balanced Advantage Fund vs Baroda BNP Paribas Large & Mid Cap Fund

Baroda BNP vs Baroda BNP· Portfolio Overlap Analysis

55.6%High Overlap
37 common stocksRank #6666 / 20,000

Investor takeaway: At 55.6% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (37)

StockWt% in Baroda BNP Paribas Balanced AdWt% in Baroda BNP Paribas Large & MidOverlap
HDFC Bank Limited
Banks
4.84%4.37%4.37%
Reliance Industries Limited
Petroleum Products
2.78%3.11%2.78%
Larsen & Toubro Limited
Construction
2.69%2.73%2.69%
Bharti Airtel Limited
Telecom - Services
2.46%2.72%2.46%
IndusInd Bank Limited
Banks
2.31%3.33%2.31%
Infosys Limited
IT - Software
2.09%2.07%2.07%
Bharat Heavy Electricals Limited
Electrical Equipment
1.95%2.92%1.95%
Hindustan Petroleum Corporation Limited
Petroleum Products
1.93%2.67%1.93%
Samvardhana Motherson International Limited
Auto Components
1.76%2.32%1.76%
Kotak Mahindra Bank Limited
Banks
1.76%1.82%1.76%
ICICI Bank Limited
Banks
1.74%2.00%1.74%
Multi Commodity Exchange of India Limited
Capital Markets
1.82%1.70%1.70%
The Federal Bank Limited
Banks
1.70%3.21%1.70%
Shriram Finance Limited
Finance
1.70%2.03%1.70%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.68%2.01%1.68%
Eternal Limited
Retailing
1.65%2.00%1.65%
Radico Khaitan Limited
Beverages
1.61%2.30%1.61%
Karur Vysya Bank Limited
Banks
1.57%1.98%1.57%
ICICI Lombard General Insurance Company Limited
Insurance
1.44%2.09%1.44%
Mahindra & Mahindra Limited
Automobiles
1.43%2.07%1.43%
One 97 Communications Limited
Financial Technology (Fintech)
1.38%1.43%1.38%
Hyundai Motor India Ltd
Automobiles
1.36%2.01%1.36%
GE Vernova T&D India Limited
Electrical Equipment
1.29%1.50%1.29%
Eicher Motors Limited
Automobiles
1.26%2.32%1.26%
360 One WAM Limited
Capital Markets
1.09%1.28%1.09%
Tech Mahindra Limited
IT - Software
1.07%1.42%1.07%
Ajanta Pharma Limited
Pharmaceuticals & Biotechnology
1.07%1.39%1.07%
Canara Bank
Banks
0.99%2.23%0.99%
Poonawalla Fincorp Limited
Finance
0.83%1.17%0.83%
LG Electronics India Ltd
Consumer Durables
0.83%1.24%0.83%
Sagility Limited
IT - Services
0.76%1.44%0.76%
Navin Fluorine International Limited
Chemicals & Petrochemicals
0.72%2.22%0.72%
Jupiter Life Line Hospitals Limited
Healthcare Services
0.70%0.94%0.70%
NHPC Limited
Power
0.63%0.87%0.63%
Smartworks Coworking Spaces Ltd
Commercial Services & Supplies
0.51%1.21%0.51%
Axis Bank Limited
Banks
0.46%0.64%0.46%
Fractal Analytics Ltd
IT - Software
0.65%0.34%0.34%

Unique to Baroda BNP Paribas Balanced Ad

  • UltraTech Cement Limited2.13%

Unique to Baroda BNP Paribas Large & Mid

  • JK Cement Limited2.95%
  • The Indian Hotels Company Limited2.51%

Sector Overlap Breakdown

Banks
14.9% (8)
Petroleum Products
4.7% (2)
Automobiles
4.0% (3)
IT - Software
3.5% (3)
Electrical Equipment
3.2% (2)
Capital Markets
2.8% (2)
Pharmaceuticals & Biotechnology
2.8% (2)
Construction
2.7% (1)
Finance
2.5% (2)
Telecom - Services
2.5% (1)
Auto Components
1.8% (1)
Retailing
1.6% (1)
Beverages
1.6% (1)
Insurance
1.4% (1)
Financial Technology (Fintech)
1.4% (1)
Consumer Durables
0.8% (1)
IT - Services
0.8% (1)
Chemicals & Petrochemicals
0.7% (1)
Healthcare Services
0.7% (1)
Power
0.6% (1)
Commercial Services & Supplies
0.5% (1)

More comparisons for Baroda BNP Paribas Balanced Ad

More comparisons for Baroda BNP Paribas Large & Mid

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