ET vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Canara Robeco vs Nippon· Portfolio Overlap Analysis
56.6%High Overlap
31 common stocksRank #6161 / 20,000
Investor takeaway: At 56.6% 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 (31)
| Stock | Wt% in ET | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 7.19% | 7.08% | 7.08% |
ICICI Bank Ltd Banks | 6.76% | 7.59% | 6.76% |
Reliance Industries Ltd Petroleum Products | 3.98% | 4.56% | 3.98% |
State Bank of India Banks | 3.78% | 3.99% | 3.78% |
Larsen & Toubro Ltd Construction | 3.42% | 3.62% | 3.42% |
Infosys Ltd IT - Software | 3.22% | 2.86% | 2.86% |
Axis Bank Ltd Banks | 2.76% | 3.20% | 2.76% |
Bharti Airtel Ltd Telecom - Services | 3.12% | 2.69% | 2.69% |
Bajaj Finance Ltd Finance | 2.64% | 2.86% | 2.64% |
Samvardhana Motherson International Ltd Auto Components | 1.82% | 1.89% | 1.82% |
Ultratech Cement Ltd Cement & Cement Products | 1.76% | 1.62% | 1.62% |
Interglobe Aviation Ltd Transport Services | 1.44% | 1.54% | 1.44% |
NTPC Ltd Power | 1.38% | 2.93% | 1.38% |
Eternal Ltd Retailing | 1.63% | 1.34% | 1.34% |
Mahindra & Mahindra Ltd Automobiles | 1.24% | 2.54% | 1.24% |
Titan Co Ltd Consumer Durables | 1.14% | 1.38% | 1.14% |
Varun Beverages Ltd Beverages | 1.09% | 1.15% | 1.09% |
Cummins India Ltd Industrial Products | 1.09% | 1.56% | 1.09% |
Power Finance Corporation Ltd Finance | 0.96% | 1.32% | 0.96% |
United Spirits Ltd Beverages | 0.89% | 1.21% | 0.89% |
TVS Motor Co Ltd Automobiles | 1.47% | 0.86% | 0.86% |
Hindustan Aeronautics Ltd Aerospace & Defense | 0.85% | 1.69% | 0.85% |
Cholamandalam Investment and Finance Co Ltd Finance | 0.75% | 0.96% | 0.75% |
Tata Power Co Ltd Power | 0.98% | 0.72% | 0.72% |
Tech Mahindra Ltd IT - Software | 0.70% | 1.84% | 0.70% |
Crompton Greaves Consumer Electricals Ltd Consumer Durables | 0.63% | 1.15% | 0.63% |
NTPC Green Energy Ltd Power | 0.58% | 0.68% | 0.58% |
Britannia Industries Ltd Food Products | 0.54% | 0.77% | 0.54% |
Info Edge (India) Ltd Retailing | 0.68% | 0.52% | 0.52% |
Indian Hotels Co Ltd Leisure Services | 0.27% | 0.57% | 0.27% |
Max Financial Services Ltd Insurance | 1.36% | 0.20% | 0.20% |
Unique to ET
- Ge Vernova T&D India Ltd2.31%
Unique to NIPPON INDIA RETIREMENT FUND -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks20.4% (4)
Finance4.3% (3)
Petroleum Products4.0% (1)
IT - Software3.6% (2)
Construction3.4% (1)
Telecom - Services2.7% (1)
Power2.7% (3)
Automobiles2.1% (2)
Beverages2.0% (2)
Retailing1.9% (2)
Auto Components1.8% (1)
Consumer Durables1.8% (2)
Cement & Cement Products1.6% (1)
Transport Services1.4% (1)
Industrial Products1.1% (1)
Aerospace & Defense0.8% (1)
Food Products0.5% (1)
Leisure Services0.3% (1)
Insurance0.2% (1)
More comparisons for ET
- vs CANARA ROBECO FLEXICAP73.8% · 52 stocks
- vs CANARA ROBECO LARGE CAP65.4% · 41 stocks
- vs HDFC NIFTY 100 ETF59.1% · 42 stocks
- vs Axis Nifty 100 Index59.1% · 42 stocks
- vs ICICI Prudential Nifty 100 ETF59.1% · 42 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.