Baroda BNP Paribas Childrens Fund vs Nippon India Flexi Cap Fund

Baroda BNP vs Nippon· Portfolio Overlap Analysis

45.8%High Overlap
30 common stocksRank #14910 / 20,000

Investor takeaway: At 45.8% 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 (30)

StockWt% in Baroda BNP Paribas ChildrensWt% in Nippon India Flexi CapOverlap
HDFC Bank Limited
Banks
5.84%6.34%5.84%
ICICI Bank Limited
Banks
3.75%5.29%3.75%
Reliance Industries Limited
Petroleum Products
3.90%3.68%3.68%
Bajaj Finance Limited
Finance
2.03%2.75%2.03%
State Bank of India
Banks
2.03%2.08%2.03%
Bharti Airtel Limited
Telecom - Services
2.10%2.02%2.02%
Axis Bank Limited
Banks
1.99%4.37%1.99%
Larsen & Toubro Limited
Construction
1.79%2.97%1.79%
Infosys Limited
IT - Software
1.65%3.06%1.65%
Maruti Suzuki India Limited
Automobiles
1.65%2.26%1.65%
NTPC Limited
Power
1.52%1.87%1.52%
InterGlobe Aviation Limited
Transport Services
1.52%1.34%1.34%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
1.80%1.27%1.27%
SBI Life Insurance Company Limited
Insurance
1.27%1.48%1.27%
Eternal Limited
Retailing
1.38%1.21%1.21%
Kotak Mahindra Bank Limited
Banks
1.49%1.17%1.17%
UltraTech Cement Limited
Cement & Cement Products
2.25%1.16%1.16%
Bharat Heavy Electricals Limited
Electrical Equipment
2.62%1.14%1.14%
Radico Khaitan Limited
Beverages
1.53%1.14%1.14%
Swiggy Limited
Retailing
1.14%1.38%1.14%
Mahindra & Mahindra Limited
Automobiles
1.14%2.56%1.14%
Tech Mahindra Limited
IT - Software
1.89%1.00%1.00%
Vishal Mega Mart Limited
Retailing
1.34%0.86%0.86%
Hindustan Petroleum Corporation Limited
Petroleum Products
0.82%1.21%0.82%
AU Small Finance Bank Limited
Banks
0.81%0.57%0.57%
Cholamandalam Investment and Finance Company Ltd
Finance
1.12%0.55%0.55%
One 97 Communications Limited
Financial Technology (Fintech)
1.07%0.55%0.55%
Info Edge (India) Limited
Retailing
0.78%0.53%0.53%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.39%0.50%0.50%
The Federal Bank Limited
Banks
1.60%0.47%0.47%

Unique to Baroda BNP Paribas Childrens

  • Karur Vysya Bank Limited2.54%
  • Titan Company Limited2.50%
  • Hitachi Energy India Limited2.23%
  • Britannia Industries Limited2.11%

Unique to Nippon India Flexi Cap

  • Vedanta Limited2.23%

Sector Overlap Breakdown

Banks
15.8% (7)
Petroleum Products
4.5% (2)
Retailing
3.7% (4)
Automobiles
2.8% (2)
IT - Software
2.6% (2)
Finance
2.6% (2)
Telecom - Services
2.0% (1)
Construction
1.8% (1)
Power
1.5% (1)
Transport Services
1.3% (1)
Agricultural, Commercial & Construction Vehicles
1.3% (1)
Insurance
1.3% (1)
Cement & Cement Products
1.2% (1)
Electrical Equipment
1.1% (1)
Beverages
1.1% (1)
Financial Technology (Fintech)
0.6% (1)
Healthcare Services
0.5% (1)

More comparisons for Baroda BNP Paribas Childrens

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