IB01-Groww Large Cap Fund vs NIPPON INDIA QUANT FUND

Groww vs Nippon· Portfolio Overlap Analysis

52.8%High Overlap
18 common stocksRank #7691 / 20,000

Investor takeaway: At 52.8% 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 (18)

StockWt% in IB01-Groww Large CapWt% in NIPPON INDIA QUANTOverlap
ICICI Bank Limited
Banks
8.30%7.35%7.35%
HDFC Bank Limited
Banks
7.80%5.92%5.92%
Larsen & Toubro Limited
Construction
6.74%5.51%5.51%
State Bank of India
Banks
4.64%6.09%4.64%
Reliance Industries Limited
Petroleum Products
4.31%5.95%4.31%
Bharti Airtel Limited
Telecom - Services
4.13%3.68%3.68%
Mahindra & Mahindra Limited
Automobiles
2.60%3.32%2.60%
Bharat Electronics Limited
Aerospace & Defense
2.35%3.76%2.35%
Cummins India Limited
Industrial Products
3.39%2.18%2.18%
Bajaj Finance Limited
Finance
3.32%2.12%2.12%
Infosys Limited
IT - Software
2.03%3.71%2.03%
Maruti Suzuki India Limited
Automobiles
1.92%2.03%1.92%
Eicher Motors Limited
Automobiles
1.88%2.14%1.88%
Bajaj Auto Limited
Automobiles
1.49%1.88%1.49%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.48%2.43%1.48%
Tata Steel Limited
Ferrous Metals
1.27%2.26%1.27%
NTPC Limited
Power
1.07%2.72%1.07%
Shriram Finance Limited
Finance
1.03%2.21%1.03%

Unique to IB01-Groww Large Cap

  • Torrent Pharmaceuticals Limited2.61%
  • Axis Bank Limited2.61%

Unique to NIPPON INDIA QUANT

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
17.9% (3)
Automobiles
7.9% (4)
Construction
5.5% (1)
Petroleum Products
4.3% (1)
Telecom - Services
3.7% (1)
Finance
3.1% (2)
Aerospace & Defense
2.4% (1)
Industrial Products
2.2% (1)
IT - Software
2.0% (1)
Healthcare Services
1.5% (1)
Ferrous Metals
1.3% (1)
Power
1.1% (1)

More comparisons for IB01-Groww Large Cap

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