Baroda BNP Paribas ELSS Tax Saver Fund vs Baroda BNP Paribas Retirement Fund
Baroda BNP vs Baroda BNP· Portfolio Overlap Analysis
59.3%High Overlap
40 common stocksRank #5339 / 20,000
Investor takeaway: At 59.3% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (40)
| Stock | Wt% in Baroda BNP Paribas ELSS Tax Sa | Wt% in Baroda BNP Paribas Retirement | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 6.43% | 4.95% | 4.95% |
ICICI Bank Limited Banks | 5.02% | 3.68% | 3.68% |
Reliance Industries Limited Petroleum Products | 3.93% | 2.89% | 2.89% |
Larsen & Toubro Limited Construction | 2.65% | 2.34% | 2.34% |
Bharti Airtel Limited Telecom - Services | 3.01% | 1.98% | 1.98% |
Hitachi Energy India Limited Electrical Equipment | 2.75% | 1.86% | 1.86% |
Britannia Industries Limited Food Products | 2.00% | 1.73% | 1.73% |
Infosys Limited IT - Software | 2.28% | 1.72% | 1.72% |
Titan Company Limited Consumer Durables | 2.32% | 1.70% | 1.70% |
Bharat Heavy Electricals Limited Electrical Equipment | 2.40% | 1.68% | 1.68% |
Eternal Limited Retailing | 2.15% | 1.65% | 1.65% |
InterGlobe Aviation Limited Transport Services | 1.55% | 1.53% | 1.53% |
Tech Mahindra Limited IT - Software | 2.01% | 1.48% | 1.48% |
UltraTech Cement Limited Cement & Cement Products | 1.75% | 1.48% | 1.48% |
Axis Bank Limited Banks | 1.83% | 1.47% | 1.47% |
Navin Fluorine International Limited Chemicals & Petrochemicals | 2.19% | 1.40% | 1.40% |
Travel Food Services Limited Leisure Services | 1.61% | 1.38% | 1.38% |
State Bank of India Banks | 3.69% | 1.37% | 1.37% |
TVS Motor Company Limited Automobiles | 2.58% | 1.34% | 1.34% |
Kotak Mahindra Bank Limited Banks | 1.72% | 1.31% | 1.31% |
Cummins India Limited Industrial Products | 2.46% | 1.28% | 1.28% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.84% | 1.27% | 1.27% |
Mahindra & Mahindra Limited Automobiles | 1.69% | 1.18% | 1.18% |
Nippon Life India Asset Management Limited Capital Markets | 1.64% | 1.18% | 1.18% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.15% | 1.72% | 1.15% |
Max Financial Services Limited Insurance | 1.81% | 1.13% | 1.13% |
Hindalco Industries Limited Non - Ferrous Metals | 2.24% | 1.12% | 1.12% |
Radico Khaitan Limited Beverages | 2.13% | 1.07% | 1.07% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.33% | 1.05% | 1.05% |
Vishal Mega Mart Limited Retailing | 1.33% | 1.02% | 1.02% |
Sagility Limited IT - Services | 1.99% | 1.01% | 1.01% |
Ujjivan Small Finance Bank Limited Banks | 1.44% | 1.00% | 1.00% |
AU Small Finance Bank Limited Banks | 1.00% | 1.17% | 1.00% |
Maruti Suzuki India Limited Automobiles | 2.05% | 0.98% | 0.98% |
Linde India Limited Chemicals & Petrochemicals | 2.10% | 0.95% | 0.95% |
One 97 Communications Limited Financial Technology (Fintech) | 1.33% | 0.92% | 0.92% |
PB Fintech Limited Financial Technology (Fintech) | 1.66% | 0.79% | 0.79% |
Bharat Electronics Limited Aerospace & Defense | 1.07% | 0.79% | 0.79% |
The Federal Bank Limited Banks | 1.65% | 0.76% | 0.76% |
LTIMindtree Limited IT - Software | 1.41% | 0.75% | 0.75% |
Unique to Baroda BNP Paribas ELSS Tax Sa
All top holdings are shared with the other fund.
Unique to Baroda BNP Paribas Retirement
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks15.5% (8)
IT - Software4.0% (3)
Electrical Equipment3.5% (2)
Automobiles3.5% (3)
Petroleum Products2.9% (1)
Retailing2.7% (2)
Chemicals & Petrochemicals2.4% (2)
Construction2.3% (1)
Telecom - Services2.0% (1)
Food Products1.7% (1)
Financial Technology (Fintech)1.7% (2)
Consumer Durables1.7% (1)
Transport Services1.5% (1)
Cement & Cement Products1.5% (1)
Leisure Services1.4% (1)
Industrial Products1.3% (1)
Agricultural, Commercial & Construction Vehicles1.3% (1)
Capital Markets1.2% (1)
Pharmaceuticals & Biotechnology1.1% (1)
Insurance1.1% (1)
Non - Ferrous Metals1.1% (1)
Beverages1.1% (1)
Finance1.1% (1)
IT - Services1.0% (1)
Aerospace & Defense0.8% (1)
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More comparisons for Baroda BNP Paribas Retirement
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.