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

Baroda BNP vs Nippon· Portfolio Overlap Analysis

47.6%High Overlap
21 common stocksRank #12582 / 20,000

Investor takeaway: At 47.6% 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 (21)

StockWt% in Baroda BNP Paribas Large CapWt% in NIPPON INDIA RETIREMENT FUND -Overlap
HDFC Bank Limited
Banks
6.66%7.08%6.66%
ICICI Bank Limited
Banks
5.97%7.59%5.97%
Reliance Industries Limited
Petroleum Products
5.99%4.56%4.56%
Larsen & Toubro Limited
Construction
4.67%3.62%3.62%
State Bank of India
Banks
3.52%3.99%3.52%
Bharti Airtel Limited
Telecom - Services
3.91%2.69%2.69%
Infosys Limited
IT - Software
2.48%2.86%2.48%
NTPC Limited
Power
2.21%2.93%2.21%
Tech Mahindra Limited
IT - Software
1.85%1.84%1.84%
UltraTech Cement Limited
Cement & Cement Products
2.08%1.62%1.62%
Vedanta Limited
Diversified Metals
2.45%1.57%1.57%
Bajaj Finance Limited
Finance
1.53%2.86%1.53%
Eternal Limited
Retailing
2.27%1.34%1.34%
Titan Company Limited
Consumer Durables
1.27%1.38%1.27%
Bharat Petroleum Corporation Limited
Petroleum Products
1.18%1.23%1.18%
Axis Bank Limited
Banks
1.18%3.20%1.18%
Nestle India Limited
Food Products
1.59%1.11%1.11%
United Spirits Limited
Beverages
1.04%1.21%1.04%
Varun Beverages Limited
Beverages
0.92%1.15%0.92%
JSW Steel Limited
Ferrous Metals
1.16%0.81%0.81%
Escorts Kubota Limited
Agricultural, Commercial & Construction Vehicles
1.01%0.50%0.50%

Unique to Baroda BNP Paribas Large Cap

  • Hitachi Energy India Limited4.16%
  • Kotak Mahindra Bank Limited2.83%

Unique to NIPPON INDIA RETIREMENT FUND -

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
17.3% (4)
Petroleum Products
5.7% (2)
IT - Software
4.3% (2)
Construction
3.6% (1)
Telecom - Services
2.7% (1)
Power
2.2% (1)
Beverages
2.0% (2)
Cement & Cement Products
1.6% (1)
Diversified Metals
1.6% (1)
Finance
1.5% (1)
Retailing
1.3% (1)
Consumer Durables
1.3% (1)
Food Products
1.1% (1)
Ferrous Metals
0.8% (1)
Agricultural, Commercial & Construction Vehicles
0.5% (1)

More comparisons for Baroda BNP Paribas Large Cap

More comparisons for NIPPON INDIA RETIREMENT FUND -

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