Baroda BNP Paribas Equity Savings Fund vs Baroda BNP Paribas Retirement Fund
Baroda BNP vs Baroda BNP· Portfolio Overlap Analysis
43.6%High Overlap
40 common stocksRank #18156 / 20,000
Investor takeaway: At 43.6% 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 Equity Savi | Wt% in Baroda BNP Paribas Retirement | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 4.80% | 4.95% | 4.80% |
Reliance Industries Limited Petroleum Products | 3.41% | 2.89% | 2.89% |
Larsen & Toubro Limited Construction | 2.73% | 2.34% | 2.34% |
Bharti Airtel Limited Telecom - Services | 3.54% | 1.98% | 1.98% |
ICICI Bank Limited Banks | 1.82% | 3.68% | 1.82% |
Kotak Mahindra Bank Limited Banks | 1.89% | 1.31% | 1.31% |
Titan Company Limited Consumer Durables | 1.23% | 1.70% | 1.23% |
UltraTech Cement Limited Cement & Cement Products | 1.21% | 1.48% | 1.21% |
Bharat Heavy Electricals Limited Electrical Equipment | 1.21% | 1.68% | 1.21% |
State Bank of India Banks | 1.20% | 1.37% | 1.20% |
Mahindra & Mahindra Limited Automobiles | 2.22% | 1.18% | 1.18% |
TVS Motor Company Limited Automobiles | 1.12% | 1.34% | 1.12% |
Radico Khaitan Limited Beverages | 0.96% | 1.07% | 0.96% |
Hitachi Energy India Limited Electrical Equipment | 0.93% | 1.86% | 0.93% |
Linde India Limited Chemicals & Petrochemicals | 0.93% | 0.95% | 0.93% |
Hindalco Industries Limited Non - Ferrous Metals | 0.92% | 1.12% | 0.92% |
Punjab National Bank Banks | 0.92% | 1.03% | 0.92% |
Navin Fluorine International Limited Chemicals & Petrochemicals | 0.91% | 1.40% | 0.91% |
Axis Bank Limited Banks | 0.88% | 1.47% | 0.88% |
Nippon Life India Asset Management Limited Capital Markets | 0.88% | 1.18% | 0.88% |
Travel Food Services Limited Leisure Services | 0.85% | 1.38% | 0.85% |
Persistent Systems Limited IT - Software | 0.84% | 0.89% | 0.84% |
Eternal Limited Retailing | 0.83% | 1.65% | 0.83% |
AU Small Finance Bank Limited Banks | 0.80% | 1.17% | 0.80% |
Infosys Limited IT - Software | 0.79% | 1.72% | 0.79% |
Bharat Electronics Limited Aerospace & Defense | 0.79% | 0.79% | 0.79% |
Tech Mahindra Limited IT - Software | 0.77% | 1.48% | 0.77% |
Bajaj Finance Limited Finance | 0.90% | 0.76% | 0.76% |
InterGlobe Aviation Limited Transport Services | 0.75% | 1.53% | 0.75% |
One 97 Communications Limited Financial Technology (Fintech) | 0.75% | 0.92% | 0.75% |
Ujjivan Small Finance Bank Limited Banks | 0.73% | 1.00% | 0.73% |
Britannia Industries Limited Food Products | 0.69% | 1.73% | 0.69% |
Sagility Limited IT - Services | 0.66% | 1.01% | 0.66% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 0.63% | 1.27% | 0.63% |
Max Financial Services Limited Insurance | 0.62% | 1.13% | 0.62% |
Max Healthcare Institute Limited Healthcare Services | 0.62% | 0.94% | 0.62% |
Cholamandalam Investment and Finance Company Ltd Finance | 0.61% | 1.05% | 0.61% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 0.51% | 1.72% | 0.51% |
PB Fintech Limited Financial Technology (Fintech) | 0.50% | 0.79% | 0.50% |
Indiqube Spaces Limited Commercial Services & Supplies | 0.47% | 0.80% | 0.47% |
Unique to Baroda BNP Paribas Equity Savi
- Tata Steel Limited2.32%
- Tata Power Company Limited2.08%
- Adani Ports and Special Economic Zone Limited1.64%
Unique to Baroda BNP Paribas Retirement
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks12.5% (8)
Petroleum Products2.9% (1)
IT - Software2.4% (3)
Construction2.3% (1)
Automobiles2.3% (2)
Electrical Equipment2.1% (2)
Telecom - Services2.0% (1)
Chemicals & Petrochemicals1.8% (2)
Finance1.4% (2)
Financial Technology (Fintech)1.3% (2)
Consumer Durables1.2% (1)
Cement & Cement Products1.2% (1)
Beverages1.0% (1)
Non - Ferrous Metals0.9% (1)
Capital Markets0.9% (1)
Leisure Services0.8% (1)
Retailing0.8% (1)
Aerospace & Defense0.8% (1)
Transport Services0.8% (1)
Food Products0.7% (1)
IT - Services0.7% (1)
Agricultural, Commercial & Construction Vehicles0.6% (1)
Insurance0.6% (1)
Healthcare Services0.6% (1)
Pharmaceuticals & Biotechnology0.5% (1)
Commercial Services & Supplies0.5% (1)
More comparisons for Baroda BNP Paribas Equity Savi
- vs Baroda BNP Paribas ELSS Tax Sa45.6% · 37 stocks
- vs Baroda BNP Paribas Childrens43.9% · 39 stocks
More comparisons for Baroda BNP Paribas Retirement
- vs Baroda BNP Paribas Childrens62.3% · 44 stocks
- vs Baroda BNP Paribas ELSS Tax Sa59.3% · 40 stocks
- vs EDELWEISS FLEXI-CAP46.0% · 36 stocks
- vs CANARA ROBECO FLEXICAP43.3% · 32 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.