Baroda BNP Paribas Childrens Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME

Baroda BNP vs Nippon· Portfolio Overlap Analysis

43.4%High Overlap
26 common stocksRank #18360 / 20,000

Investor takeaway: At 43.4% 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 (26)

StockWt% in Baroda BNP Paribas ChildrensWt% in NIPPON INDIA RETIREMENT FUND -Overlap
HDFC Bank Limited
Banks
5.84%7.08%5.84%
Reliance Industries Limited
Petroleum Products
3.90%4.56%3.90%
ICICI Bank Limited
Banks
3.75%7.59%3.75%
Bharti Airtel Limited
Telecom - Services
2.10%2.69%2.10%
Bajaj Finance Limited
Finance
2.03%2.86%2.03%
State Bank of India
Banks
2.03%3.99%2.03%
Axis Bank Limited
Banks
1.99%3.20%1.99%
Tech Mahindra Limited
IT - Software
1.89%1.84%1.84%
Larsen & Toubro Limited
Construction
1.79%3.62%1.79%
Infosys Limited
IT - Software
1.65%2.86%1.65%
UltraTech Cement Limited
Cement & Cement Products
2.25%1.62%1.62%
Cummins India Limited
Industrial Products
2.05%1.56%1.56%
InterGlobe Aviation Limited
Transport Services
1.52%1.54%1.52%
NTPC Limited
Power
1.52%2.93%1.52%
Titan Company Limited
Consumer Durables
2.50%1.38%1.38%
Eternal Limited
Retailing
1.38%1.34%1.34%
SBI Life Insurance Company Limited
Insurance
1.27%1.95%1.27%
Mahindra & Mahindra Limited
Automobiles
1.14%2.54%1.14%
Cholamandalam Investment and Finance Company Ltd
Finance
1.12%0.96%0.96%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.39%0.87%0.87%
TVS Motor Company Limited
Automobiles
1.26%0.86%0.86%
Britannia Industries Limited
Food Products
2.11%0.77%0.77%
Info Edge (India) Limited
Retailing
0.78%0.52%0.52%
Swiggy Limited
Retailing
1.14%0.50%0.50%
Hindalco Industries Limited
Non - Ferrous Metals
1.56%0.44%0.44%
Max Financial Services Limited
Insurance
1.45%0.20%0.20%

Unique to Baroda BNP Paribas Childrens

  • Bharat Heavy Electricals Limited2.62%
  • Karur Vysya Bank Limited2.54%
  • Hitachi Energy India Limited2.23%

Unique to NIPPON INDIA RETIREMENT FUND -

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
13.6% (4)
Petroleum Products
3.9% (1)
IT - Software
3.5% (2)
Finance
3.0% (2)
Retailing
2.4% (3)
Telecom - Services
2.1% (1)
Automobiles
2.0% (2)
Construction
1.8% (1)
Cement & Cement Products
1.6% (1)
Industrial Products
1.6% (1)
Transport Services
1.5% (1)
Power
1.5% (1)
Insurance
1.5% (2)
Consumer Durables
1.4% (1)
Healthcare Services
0.9% (1)
Food Products
0.8% (1)
Non - Ferrous Metals
0.4% (1)

More comparisons for Baroda BNP Paribas Childrens

More comparisons for NIPPON INDIA RETIREMENT FUND -

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