LIC MF LARGE CAP FUND vs Nippon India Flexi Cap Fund

LIC vs Nippon· Portfolio Overlap Analysis

44.4%High Overlap
26 common stocksRank #17075 / 20,000

Investor takeaway: At 44.4% 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 (26)

StockWt% in LIC MF LARGE CAPWt% in Nippon India Flexi CapOverlap
HDFC Bank Ltd.
Banks
9.31%6.34%6.34%
ICICI Bank Ltd.
Banks
8.03%5.29%5.29%
Reliance Industries Ltd.
Petroleum Products
6.45%3.68%3.68%
Larsen & Toubro Ltd.
Construction
5.64%2.97%2.97%
Axis Bank Ltd.
Banks
2.79%4.37%2.79%
Infosys Ltd.
IT - Software
2.73%3.06%2.73%
Mahindra & Mahindra Ltd.
Automobiles
2.16%2.56%2.16%
State Bank of India
Banks
3.32%2.08%2.08%
Bharti Airtel Ltd.
Telecom - Services
4.06%2.02%2.02%
SBI Life Insurance Company Ltd.
Insurance
1.92%1.48%1.48%
InterGlobe Aviation Ltd.
Transport Services
1.50%1.34%1.34%
Maruti Suzuki India Ltd.
Automobiles
1.24%2.26%1.24%
ITC Ltd.
Diversified FMCG
2.57%1.23%1.23%
Eternal Ltd.
Retailing
1.34%1.21%1.21%
Kotak Mahindra Bank Ltd.
Banks
1.54%1.17%1.17%
Ultratech Cement Ltd.
Cement & Cement Products
1.48%1.16%1.16%
Hindustan Aeronautics Ltd.
Aerospace & Defense
0.90%1.35%0.90%
VARUN BEVERAGES LIMITED
Beverages
0.88%1.48%0.88%
Trent Ltd.
Retailing
1.33%0.80%0.80%
Power Finance Corporation Ltd.
Finance
1.44%0.67%0.67%
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
0.65%1.27%0.65%
The Indian Hotels Company Ltd.
Leisure Services
0.78%0.52%0.52%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
1.62%0.50%0.50%
Mphasis Ltd.
IT - Software
0.41%0.58%0.41%
Cholamandalam Investment & Fin Co Ltd.
Finance
0.12%0.55%0.12%
LG Electronics India Ltd.
Consumer Durables
0.02%0.21%0.02%

Unique to LIC MF LARGE CAP

  • Hindustan Unilever Ltd.2.55%

Unique to Nippon India Flexi Cap

  • Bajaj Finance Limited2.75%
  • Vedanta Limited2.23%

Sector Overlap Breakdown

Banks
17.7% (5)
Petroleum Products
3.7% (1)
Automobiles
3.4% (2)
IT - Software
3.1% (2)
Construction
3.0% (1)
Telecom - Services
2.0% (1)
Retailing
2.0% (2)
Insurance
1.5% (1)
Transport Services
1.3% (1)
Diversified FMCG
1.2% (1)
Cement & Cement Products
1.2% (1)
Aerospace & Defense
0.9% (1)
Beverages
0.9% (1)
Finance
0.8% (2)
Agricultural, Commercial & Construction Vehicles
0.7% (1)
Leisure Services
0.5% (1)
Healthcare Services
0.5% (1)
Consumer Durables
0.0% (1)

More comparisons for LIC MF LARGE CAP

More comparisons for Nippon India Flexi Cap

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