IB33-GROWW NIFTY 200 ETF vs Nippon India Vision Large & Mid Cap Fund
Groww vs Nippon· Portfolio Overlap Analysis
46.0%High Overlap
79 common stocksRank #14484 / 20,000
Investor takeaway: At 46.0% 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 (79)
| Stock | Wt% in IB33-GROWW NIFTY 200 ETF | Wt% in Nippon India Vision Large & Mi | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 5.82% | 4.55% | 4.55% |
Reliance Industries Limited Petroleum Products | 5.56% | 4.00% | 4.00% |
HDFC Bank Limited Banks | 8.03% | 3.25% | 3.25% |
State Bank of India Banks | 2.95% | 2.60% | 2.60% |
Axis Bank Limited Banks | 2.34% | 2.98% | 2.34% |
Mahindra & Mahindra Limited Automobiles | 1.79% | 1.47% | 1.47% |
Bajaj Finance Limited Finance | 1.56% | 1.28% | 1.28% |
Infosys Limited IT - Software | 2.69% | 1.15% | 1.15% |
Maruti Suzuki India Limited Automobiles | 1.15% | 1.28% | 1.15% |
NTPC Limited Power | 1.07% | 2.08% | 1.07% |
Titan Company Limited Consumer Durables | 1.06% | 1.44% | 1.06% |
Larsen & Toubro Limited Construction | 2.97% | 1.04% | 1.04% |
Shriram Finance Limited Finance | 0.89% | 1.09% | 0.89% |
Eternal Limited Retailing | 1.05% | 0.88% | 0.88% |
UltraTech Cement Limited Cement & Cement Products | 0.88% | 1.64% | 0.88% |
Vedanta Limited Diversified Metals | 0.72% | 2.58% | 0.72% |
BSE Ltd Capital Markets | 0.65% | 1.73% | 0.65% |
Eicher Motors Limited Automobiles | 0.65% | 0.81% | 0.65% |
InterGlobe Aviation Limited Transport Services | 0.64% | 1.53% | 0.64% |
Oil & Natural Gas Corporation Limited Oil | 0.64% | 1.61% | 0.64% |
Bharti Airtel Limited Telecom - Services | 3.09% | 0.54% | 0.54% |
TVS Motor Company Limited Automobiles | 0.53% | 2.20% | 0.53% |
Trent Limited Retailing | 0.51% | 0.72% | 0.51% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.47% | 1.24% | 0.47% |
Hindustan Aeronautics Limited Aerospace & Defense | 0.44% | 0.56% | 0.44% |
The Federal Bank Limited Banks | 0.44% | 1.45% | 0.44% |
Cholamandalam Invest & Finance Co Ltd Finance | 0.43% | 1.86% | 0.43% |
Britannia Industries Limited Food Products | 0.41% | 0.91% | 0.41% |
Cummins India Limited Industrial Products | 0.39% | 0.63% | 0.39% |
IndusInd Bank Limited Banks | 0.37% | 0.55% | 0.37% |
Varun Beverages Limited Beverages | 0.37% | 1.30% | 0.37% |
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles | 0.36% | 0.47% | 0.36% |
Bank of Baroda Banks | 0.35% | 1.08% | 0.35% |
Samvardhana Motherson International Ltd Auto Components | 0.35% | 1.57% | 0.35% |
The Indian Hotels Company Limited Leisure Services | 0.35% | 1.81% | 0.35% |
Hindustan Unilever Limited Diversified FMCG | 1.23% | 0.34% | 0.34% |
AU Small Finance Bank Limited Banks | 0.32% | 1.25% | 0.32% |
PERSISTENT SYSTEMS LTD IT - Software | 0.30% | 0.82% | 0.30% |
PB Fintech Limited Financial Technology (Fintech) | 0.30% | 0.34% | 0.30% |
CG Power And Industrial Solutions Ltd Electrical Equipment | 0.29% | 1.04% | 0.29% |
Fortis Healthcare Limited Healthcare Services | 0.29% | 1.10% | 0.29% |
Godrej Consumer Products Limited Personal Products | 0.29% | 0.79% | 0.29% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 0.48% | 0.28% | 0.28% |
Bharat Electronics Limited Aerospace & Defense | 0.94% | 0.27% | 0.27% |
Jindal Steel & Power Limited Ferrous Metals | 0.27% | 3.04% | 0.27% |
One 97 Communications Limited Financial Technology (Fintech) | 0.26% | 1.26% | 0.26% |
Dixon Technologies (India) Limited Consumer Durables | 0.25% | 0.91% | 0.25% |
Hindustan Petroleum Corporation Limited Petroleum Products | 0.25% | 0.95% | 0.25% |
LTIMindtree Ltd IT - Software | 0.24% | 0.70% | 0.24% |
HDFC Asset Management Company Limited Capital Markets | 0.32% | 0.23% | 0.23% |
Coforge Limited IT - Software | 0.23% | 0.61% | 0.23% |
Union Bank of India Banks | 0.23% | 0.48% | 0.23% |
Bharat Heavy Electricals Limited Electrical Equipment | 0.23% | 1.94% | 0.23% |
SRF Limited Chemicals & Petrochemicals | 0.22% | 0.76% | 0.22% |
Tata Consultancy Services Limited IT - Software | 1.59% | 0.21% | 0.21% |
FSN E-Commerce Ventures Limited Retailing | 0.21% | 1.91% | 0.21% |
REC Limited Finance | 0.26% | 0.20% | 0.20% |
National Aluminium Company Limited Non - Ferrous Metals | 0.19% | 0.51% | 0.19% |
Hitachi Energy India Limited Electrical Equipment | 0.19% | 0.20% | 0.19% |
Bharat Forge Limited Auto Components | 0.30% | 0.18% | 0.18% |
KEI Industries Limited Industrial Products | 0.18% | 1.46% | 0.18% |
Hyundai Motor India Limited Automobiles | 0.18% | 0.42% | 0.18% |
Tata Consumer Products Limited Agricultural Food & other Products | 0.44% | 0.16% | 0.16% |
ICICI Lombard General Insurance Company Insurance | 0.27% | 0.16% | 0.16% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.27% | 0.16% | 0.16% |
Biocon Limited Pharmaceuticals & Biotechnology | 0.16% | 1.33% | 0.16% |
Coromandel International Limited Fertilizers & Agrochemicals | 0.15% | 0.17% | 0.15% |
MphasiS Limited IT - Software | 0.15% | 0.16% | 0.15% |
BLUE STAR LTD Consumer Durables | 0.15% | 2.08% | 0.15% |
Vishal Mega Mart Limited Retailing | 0.15% | 0.72% | 0.15% |
Max Healthcare Institute Limited Healthcare Services | 0.48% | 0.14% | 0.14% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.44% | 0.14% | 0.14% |
L&T Finance Limited Finance | 0.14% | 1.35% | 0.14% |
Jubilant Foodworks Limited Leisure Services | 0.12% | 0.47% | 0.12% |
Astral Limited Industrial Products | 0.12% | 2.04% | 0.12% |
Mazagon Dock Shipbuilders Limited Industrial Manufacturing | 0.10% | 0.16% | 0.10% |
Bharti Hexacom Limited Telecom - Services | 0.07% | 0.24% | 0.07% |
Bharat Dynamics Limited Aerospace & Defense | 0.07% | 0.39% | 0.07% |
NTPC Green Energy Limited Power | 0.05% | 0.56% | 0.05% |
Unique to IB33-GROWW NIFTY 200 ETF
- Kotak Mahindra Bank Limited1.80%
Unique to Nippon India Vision Large & Mi
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks14.4% (9)
Petroleum Products4.4% (3)
Automobiles4.0% (5)
Finance2.9% (5)
IT - Software2.3% (6)
Retailing1.8% (4)
Consumer Durables1.5% (3)
Power1.1% (2)
Construction1.0% (1)
Healthcare Services0.9% (3)
Cement & Cement Products0.9% (1)
Capital Markets0.9% (2)
Aerospace & Defense0.8% (3)
Diversified Metals0.7% (1)
Electrical Equipment0.7% (3)
Industrial Products0.7% (3)
Transport Services0.6% (1)
Oil0.6% (1)
Telecom - Services0.6% (2)
Pharmaceuticals & Biotechnology0.6% (3)
Financial Technology (Fintech)0.6% (2)
Auto Components0.5% (2)
Leisure Services0.5% (2)
Food Products0.4% (1)
Beverages0.4% (1)
Agricultural, Commercial & Construction Vehicles0.4% (1)
Diversified FMCG0.3% (1)
Personal Products0.3% (1)
Ferrous Metals0.3% (1)
Chemicals & Petrochemicals0.2% (1)
Non - Ferrous Metals0.2% (1)
Agricultural Food & other Products0.2% (1)
Insurance0.2% (1)
Fertilizers & Agrochemicals0.1% (1)
Industrial Manufacturing0.1% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.