HDFC Balanced Advantage Fund vs NIPPON INDIA LARGE CAP FUND

Portfolio Overlap Analysis · Nippon vs HDFC

42.5%
High Overlap
36 common stocks · Rank #2135 of 28,282 pairs
Fund A
HDFC Balanced Advantage Fund
HDFC · Balanced Advantage
Fund B
NIPPON INDIA LARGE CAP FUND
Nippon · Large Cap

Common Holdings (10)

StockWt% in HDFC Balanced AdvantageWt% in NIPPON INDIA LARGE CAPOverlap
ICICI Bank Limited
Banks
4.77%7.02%4.77%
HDFC Bank Limited
Banks
4.50%8.82%4.50%
State Bank of India
Banks
3.91%3.99%3.91%
Reliance Industries Limited
Petroleum Products
3.75%5.30%3.75%
Larsen & Toubro Limited
Construction
2.62%4.24%2.62%
Axis Bank Limited
Banks
2.55%4.20%2.55%
NTPC Limited
Power
2.25%2.48%2.25%
Infosys Limited
IT - Software
1.97%2.94%1.97%
Maruti Suzuki India Limited
Automobiles
1.57%2.31%1.57%
Kotak Mahindra Bank Limited
Banks
1.47%2.02%1.47%

Unique to HDFC Balanced Advantage

  • Bharti Airtel Ltd.2.82%
  • Coal India Ltd.1.87%

Unique to NIPPON INDIA LARGE CAP

  • GE Vernova T&D India Limited2.82%
  • Bajaj Finance Limited2.80%
  • ITC Limited2.61%

Sector Overlap Breakdown

Banks
17.2% (5)
IT - Software
4.3% (4)
Petroleum Products
3.8% (1)
Automobiles
3.2% (3)
Construction
2.6% (1)
Pharmaceuticals & Biotechnology
2.5% (5)
Power
2.3% (1)
Retailing
1.7% (4)
Diversified FMCG
1.4% (2)
Transport Services
1.1% (1)
Insurance
1.0% (2)
Ferrous Metals
0.8% (1)
Finance
0.6% (2)
Agricultural, Commercial & Construction Vehicles
0.2% (1)
Personal Products
0.0% (1)
Beverages
0.0% (1)
Agricultural Food & other Products
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.