LIC MF LARGE CAP FUND vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
LIC vs Nippon· Portfolio Overlap Analysis
51.6%High Overlap
24 common stocksRank #8532 / 20,000
Investor takeaway: At 51.6% 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 (24)
| Stock | Wt% in LIC MF LARGE CAP | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 8.03% | 7.59% | 7.59% |
HDFC Bank Ltd. Banks | 9.31% | 7.08% | 7.08% |
Reliance Industries Ltd. Petroleum Products | 6.45% | 4.56% | 4.56% |
Larsen & Toubro Ltd. Construction | 5.64% | 3.62% | 3.62% |
State Bank of India Banks | 3.32% | 3.99% | 3.32% |
Axis Bank Ltd. Banks | 2.79% | 3.20% | 2.79% |
Infosys Ltd. IT - Software | 2.73% | 2.86% | 2.73% |
Bharti Airtel Ltd. Telecom - Services | 4.06% | 2.69% | 2.69% |
Mahindra & Mahindra Ltd. Automobiles | 2.16% | 2.54% | 2.16% |
SBI Life Insurance Company Ltd. Insurance | 1.92% | 1.95% | 1.92% |
InterGlobe Aviation Ltd. Transport Services | 1.50% | 1.54% | 1.50% |
Ultratech Cement Ltd. Cement & Cement Products | 1.48% | 1.62% | 1.48% |
Titan Company Ltd. Consumer Durables | 2.01% | 1.38% | 1.38% |
Eternal Ltd. Retailing | 1.34% | 1.34% | 1.34% |
Power Finance Corporation Ltd. Finance | 1.44% | 1.32% | 1.32% |
Hindustan Aeronautics Ltd. Aerospace & Defense | 0.90% | 1.69% | 0.90% |
VARUN BEVERAGES LIMITED Beverages | 0.88% | 1.15% | 0.88% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 1.62% | 0.87% | 0.87% |
Shriram Finance Ltd. Finance | 0.92% | 0.78% | 0.78% |
Blue Star Ltd. Consumer Durables | 0.78% | 1.24% | 0.78% |
Tata Power Company Ltd. Power | 0.81% | 0.72% | 0.72% |
The Indian Hotels Company Ltd. Leisure Services | 0.78% | 0.57% | 0.57% |
United Spirits Ltd. Beverages | 0.55% | 1.21% | 0.55% |
Cholamandalam Investment & Fin Co Ltd. Finance | 0.12% | 0.96% | 0.12% |
Unique to LIC MF LARGE CAP
- ITC Ltd.2.57%
- Hindustan Unilever Ltd.2.55%
Unique to NIPPON INDIA RETIREMENT FUND -
- NTPC Limited2.93%
- Bajaj Finance Limited2.86%
Sector Overlap Breakdown
Banks20.8% (4)
Petroleum Products4.6% (1)
Construction3.6% (1)
IT - Software2.7% (1)
Telecom - Services2.7% (1)
Finance2.2% (3)
Automobiles2.2% (1)
Consumer Durables2.2% (2)
Insurance1.9% (1)
Transport Services1.5% (1)
Cement & Cement Products1.5% (1)
Beverages1.4% (2)
Retailing1.3% (1)
Aerospace & Defense0.9% (1)
Healthcare Services0.9% (1)
Power0.7% (1)
Leisure Services0.6% (1)
More comparisons for LIC MF LARGE CAP
- vs HDFC NIFTY 50 ETF65.4% · 27 stocks
- vs HDFC Nifty 50 Index65.4% · 27 stocks
- vs ICICI Prudential Nifty 50 ETF65.4% · 27 stocks
- vs Mirae Asset Nifty 50 ETF65.4% · 27 stocks
- vs SBI Nifty Index65.4% · 27 stocks
More comparisons for NIPPON INDIA RETIREMENT FUND -
- vs CANARA ROBECO LARGE CAP62.5% · 35 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA59.5% · 36 stocks
- vs CANARA ROBECO FLEXICAP58.5% · 36 stocks
- vs Kotak Large Cap57.6% · 25 stocks
- vs Nippon India Flexi Cap57.1% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.