HDFC Balanced Advantage Fund vs Nippon India Flexi Cap Fund

Portfolio Overlap Analysis · Nippon vs HDFC

41.6%
High Overlap
43 common stocks · Rank #2337 of 28,282 pairs
Fund A
HDFC Balanced Advantage Fund
HDFC · Balanced Advantage
Fund B
Nippon India Flexi Cap Fund
Nippon · Flexi Cap

Common Holdings (10)

StockWt% in HDFC Balanced AdvantageWt% in Nippon India Flexi CapOverlap
ICICI Bank Limited
Banks
4.77%5.29%4.77%
HDFC Bank Limited
Banks
4.50%6.34%4.50%
Reliance Industries Limited
Petroleum Products
3.75%3.68%3.68%
Larsen & Toubro Limited
Construction
2.62%2.97%2.62%
Axis Bank Limited
Banks
2.55%4.37%2.55%
State Bank of India
Banks
3.91%2.08%2.08%
Bharti Airtel Limited
Telecom - Services
2.82%2.02%2.02%
Infosys Limited
IT - Software
1.97%3.06%1.97%
NTPC Limited
Power
2.25%1.87%1.87%
Maruti Suzuki India Limited
Automobiles
1.57%2.26%1.57%

Unique to HDFC Balanced Advantage

  • Coal India Ltd.1.87%

Unique to Nippon India Flexi Cap

  • Bajaj Finance Limited2.75%
  • Mahindra & Mahindra Limited2.56%
  • Vedanta Limited2.23%

Sector Overlap Breakdown

Banks
16.1% (7)
Petroleum Products
4.4% (2)
Construction
2.8% (2)
Automobiles
2.5% (2)
IT - Software
2.4% (3)
Telecom - Services
2.1% (2)
Power
2.1% (2)
Retailing
1.7% (5)
Finance
1.2% (3)
Diversified FMCG
1.2% (1)
Pharmaceuticals & Biotechnology
1.2% (2)
Transport Services
1.1% (1)
Insurance
0.8% (1)
Ferrous Metals
0.5% (1)
Industrial Manufacturing
0.4% (1)
Consumer Durables
0.4% (3)
Aerospace & Defense
0.4% (1)
Agricultural, Commercial & Construction Vehicles
0.2% (1)
Capital Markets
0.1% (2)
Beverages
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Balanced Advantage

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