LIC MF LARGE CAP FUND vs NIPPON INDIA LARGE CAP FUND

LIC vs Nippon· Portfolio Overlap Analysis

56.6%High Overlap
28 common stocksRank #6162 / 20,000

Investor takeaway: At 56.6% 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 (28)

StockWt% in LIC MF LARGE CAPWt% in NIPPON INDIA LARGE CAPOverlap
HDFC Bank Ltd.
Banks
9.31%8.82%8.82%
ICICI Bank Ltd.
Banks
8.03%7.02%7.02%
Reliance Industries Ltd.
Petroleum Products
6.45%5.30%5.30%
Larsen & Toubro Ltd.
Construction
5.64%4.24%4.24%
State Bank of India
Banks
3.32%3.99%3.32%
Axis Bank Ltd.
Banks
2.79%4.20%2.79%
Infosys Ltd.
IT - Software
2.73%2.94%2.73%
ITC Ltd.
Diversified FMCG
2.57%2.61%2.57%
Hindustan Unilever Ltd.
Diversified FMCG
2.55%2.29%2.29%
Mahindra & Mahindra Ltd.
Automobiles
2.16%2.44%2.16%
Kotak Mahindra Bank Ltd.
Banks
1.54%2.02%1.54%
Ultratech Cement Ltd.
Cement & Cement Products
1.48%1.42%1.42%
Tata Consultancy Services Ltd.
IT - Software
1.42%2.41%1.42%
SBI Life Insurance Company Ltd.
Insurance
1.92%1.25%1.25%
Maruti Suzuki India Ltd.
Automobiles
1.24%2.31%1.24%
Eternal Ltd.
Retailing
1.34%1.10%1.10%
InterGlobe Aviation Ltd.
Transport Services
1.50%1.07%1.07%
Trent Ltd.
Retailing
1.33%0.90%0.90%
Cipla Ltd.
Pharmaceuticals & Biotechnology
0.93%0.84%0.84%
Tata Power Company Ltd.
Power
0.81%1.65%0.81%
The Indian Hotels Company Ltd.
Leisure Services
0.78%0.97%0.78%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
2.08%0.71%0.71%
Hyundai Motor India Ltd.
Automobiles
0.98%0.71%0.71%
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
0.65%0.99%0.65%
VARUN BEVERAGES LIMITED
Beverages
0.88%0.46%0.46%
Grasim Industries Ltd.
Cement & Cement Products
2.03%0.33%0.33%
Cholamandalam Investment & Fin Co Ltd.
Finance
0.12%0.91%0.12%
HDB Financial Services Ltd.
Finance
0.01%0.50%0.01%

Unique to LIC MF LARGE CAP

  • Bharti Airtel Ltd.4.06%

Unique to NIPPON INDIA LARGE CAP

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

Sector Overlap Breakdown

Banks
23.5% (5)
Petroleum Products
5.3% (1)
Diversified FMCG
4.9% (2)
Construction
4.2% (1)
IT - Software
4.2% (2)
Automobiles
4.1% (3)
Retailing
2.0% (2)
Cement & Cement Products
1.8% (2)
Pharmaceuticals & Biotechnology
1.6% (2)
Insurance
1.3% (1)
Transport Services
1.1% (1)
Power
0.8% (1)
Leisure Services
0.8% (1)
Agricultural, Commercial & Construction Vehicles
0.7% (1)
Beverages
0.5% (1)
Finance
0.1% (2)

More comparisons for LIC MF LARGE CAP

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