DSP ELSS Tax Saver Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
DSP vs Nippon· Portfolio Overlap Analysis
45.9%High Overlap
22 common stocksRank #14684 / 20,000
Investor takeaway: At 45.9% 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 (22)
| Stock | Wt% in DSP ELSS Tax Saver | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.06% | 7.59% | 7.59% |
HDFC Bank Limited Banks | 8.03% | 7.08% | 7.08% |
State Bank of India Banks | 4.57% | 3.99% | 3.99% |
Axis Bank Limited Banks | 6.23% | 3.20% | 3.20% |
Infosys Limited IT - Software | 3.74% | 2.86% | 2.86% |
Bharti Airtel Limited Telecom - Services | 2.93% | 2.69% | 2.69% |
Mahindra & Mahindra Limited Automobiles | 2.53% | 2.54% | 2.53% |
Larsen & Toubro Limited Construction | 2.26% | 3.62% | 2.26% |
Samvardhana Motherson International Limited Auto Components | 2.53% | 1.89% | 1.89% |
NTPC Limited Power | 1.85% | 2.93% | 1.85% |
SBI Life Insurance Company Limited Insurance | 1.34% | 1.95% | 1.34% |
Eternal Limited Retailing | 1.27% | 1.34% | 1.27% |
Bharat Petroleum Corporation Limited Petroleum Products | 1.78% | 1.23% | 1.23% |
Power Finance Corporation Limited Finance | 1.17% | 1.32% | 1.17% |
UltraTech Cement Limited Cement & Cement Products | 1.11% | 1.62% | 1.11% |
Crompton Greaves Consumer Electricals Limited Consumer Durables | 0.80% | 1.15% | 0.80% |
Shriram Finance Limited Finance | 1.63% | 0.78% | 0.78% |
Cholamandalam Investment and Finance Company Limited Finance | 0.72% | 0.96% | 0.72% |
IPCA Laboratories Limited Pharmaceuticals & Biotechnology | 1.65% | 0.55% | 0.55% |
Syngene International Limited Healthcare Services | 0.96% | 0.47% | 0.47% |
Coforge Limited IT - Software | 1.26% | 0.34% | 0.34% |
Max Financial Services Limited Insurance | 1.93% | 0.20% | 0.20% |
Unique to DSP ELSS Tax Saver
- Kotak Mahindra Bank Limited2.73%
- Tata Consultancy Services Limited2.26%
Unique to NIPPON INDIA RETIREMENT FUND -
- Reliance Industries Limited4.56%
- Bajaj Finance Limited2.86%
Sector Overlap Breakdown
Banks21.9% (4)
IT - Software3.2% (2)
Telecom - Services2.7% (1)
Finance2.7% (3)
Automobiles2.5% (1)
Construction2.3% (1)
Auto Components1.9% (1)
Power1.9% (1)
Insurance1.5% (2)
Retailing1.3% (1)
Petroleum Products1.2% (1)
Cement & Cement Products1.1% (1)
Consumer Durables0.8% (1)
Pharmaceuticals & Biotechnology0.6% (1)
Healthcare Services0.5% (1)
More comparisons for DSP ELSS Tax Saver
- vs DSP Large & Mid Cap75.0% · 55 stocks
- vs DSP Flexi Cap57.6% · 34 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA52.6% · 25 stocks
- vs Baroda BNP Paribas Nifty 50 In52.2% · 20 stocks
- vs LIC MF NIFTY 50 ETF52.1% · 20 stocks
More comparisons for NIPPON INDIA RETIREMENT FUND -
- vs CANARA ROBECO LARGE CAP62.5% · 35 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA59.5% · 36 stocks
- vs CANARA ROBECO FLEXICAP58.5% · 36 stocks
- vs Kotak Large Cap57.6% · 25 stocks
- vs Nippon India Flexi Cap57.1% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.