Baroda BNP Paribas Banking & Financial Services Fund vs TATA NIFTY FINANCIAL SERVICES INDEX FUND
Baroda BNP vs Tata· Portfolio Overlap Analysis
58.4%High Overlap
11 common stocksRank #5676 / 20,000
Investor takeaway: At 58.4% 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 (11)
| Stock | Wt% in Baroda BNP Paribas Banking & F | Wt% in TATA NIFTY FINANCIAL SERVICES | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 11.75% | 16.76% | 11.75% |
ICICI Bank Limited Banks | 8.69% | 14.09% | 8.69% |
State Bank of India Banks | 8.22% | 12.26% | 8.22% |
Axis Bank Limited Banks | 7.33% | 10.99% | 7.33% |
Kotak Mahindra Bank Limited Banks | 6.81% | 9.24% | 6.81% |
Bajaj Finance Limited Finance | 4.02% | 8.00% | 4.02% |
Shriram Finance Limited Finance | 3.40% | 4.57% | 3.40% |
SBI Life Insurance Company Limited Insurance | 2.57% | 2.77% | 2.57% |
Cholamandalam Investment and Finance Company Ltd Finance | 2.18% | 2.22% | 2.18% |
Bajaj Finserv Limited Finance | 2.14% | 3.45% | 2.14% |
ICICI Lombard General Insurance Company Limited Insurance | 1.32% | 1.39% | 1.32% |
Unique to Baroda BNP Paribas Banking & F
- IndusInd Bank Limited5.43%
- Canara Bank4.37%
Unique to TATA NIFTY FINANCIAL SERVICES
- BSE LTD.3.35%
Sector Overlap Breakdown
Banks42.8% (5)
Finance11.7% (4)
Insurance3.9% (2)
More comparisons for Baroda BNP Paribas Banking & F
- vs Mahindra Manulife Banking & Fi63.2% · 18 stocks
- vs HDFC Banking & Financial Servi62.5% · 15 stocks
- vs Kotak Banking and Financial Se61.0% · 16 stocks
- vs Bajaj Finserv Banking and Fina59.6% · 16 stocks
- vs Mirae Asset Nifty Financial Se58.4% · 11 stocks
More comparisons for TATA NIFTY FINANCIAL SERVICES
- vs Mirae Asset Nifty Financial Se100.0% · 20 stocks
- vs HDFC Banking & Financial Servi69.2% · 10 stocks
- vs Kotak Banking and Financial Se69.0% · 12 stocks
- vs EDELWEISS FINANCIAL SERVICES68.1% · 13 stocks
- vs SBI Banking And Financial Serv65.5% · 13 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.