LIC MF NIFTY 100 ETF vs NIPPON INDIA INDEX FUND - NIFTY 50 PLAN
LIC vs Nippon· Portfolio Overlap Analysis
83.1%High Overlap
50 common stocksRank #2499 / 5,000
Investor takeaway: These funds overlap 83.1%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (50)
| Stock | Wt% in LIC MF NIFTY 100 ETF | Wt% in NIPPON INDIA INDEX FUND - NIFT | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 9.83% | 11.82% | 9.83% |
ICICI Bank Ltd. Banks | 7.12% | 8.57% | 7.12% |
Reliance Industries Ltd. Petroleum Products | 6.81% | 8.19% | 6.81% |
Bharti Airtel Ltd. Telecom - Services | 3.79% | 4.56% | 3.79% |
Larsen & Toubro Ltd. Construction | 3.64% | 4.37% | 3.64% |
State Bank of India Banks | 3.61% | 4.34% | 3.61% |
Infosys Ltd. IT - Software | 3.30% | 3.96% | 3.30% |
Axis Bank Ltd. Banks | 2.86% | 3.45% | 2.86% |
Kotak Mahindra Bank Ltd. Banks | 2.22% | 2.66% | 2.22% |
Mahindra & Mahindra Ltd. Automobiles | 2.19% | 2.64% | 2.19% |
ITC Ltd. Diversified FMCG | 2.19% | 2.63% | 2.19% |
Tata Consultancy Services Ltd. IT - Software | 1.96% | 2.34% | 1.96% |
Bajaj Finance Ltd. Finance | 1.93% | 2.30% | 1.93% |
Hindustan Unilever Ltd. Diversified FMCG | 1.51% | 1.81% | 1.51% |
Maruti Suzuki India Ltd. Automobiles | 1.42% | 1.70% | 1.42% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.34% | 1.60% | 1.34% |
NTPC Ltd. Power | 1.32% | 1.58% | 1.32% |
Titan Company Ltd. Consumer Durables | 1.31% | 1.55% | 1.31% |
Eternal Ltd. Retailing | 1.29% | 1.54% | 1.29% |
Tata Steel Ltd. Ferrous Metals | 1.27% | 1.53% | 1.27% |
Bharat Electronics Ltd. Aerospace & Defense | 1.16% | 1.39% | 1.16% |
Shriram Finance Ltd. Finance | 1.10% | 1.32% | 1.10% |
Ultratech Cement Ltd. Cement & Cement Products | 1.09% | 1.31% | 1.09% |
HCL Technologies Ltd. IT - Software | 1.06% | 1.28% | 1.06% |
Power Grid Corporation of India Ltd. Power | 0.98% | 1.18% | 0.98% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.96% | 1.16% | 0.96% |
JSW Steel Ltd. Ferrous Metals | 0.85% | 1.03% | 0.85% |
Bajaj Finserv Ltd. Finance | 0.82% | 0.99% | 0.82% |
Adani Ports & Special Economic Zone Ltd. Transport Infrastructure | 0.82% | 0.98% | 0.82% |
Bajaj Auto Ltd. Automobiles | 0.80% | 0.96% | 0.80% |
Eicher Motors Ltd. Automobiles | 0.79% | 0.96% | 0.79% |
Oil & Natural Gas Corporation Ltd. Oil | 0.78% | 0.95% | 0.78% |
Asian Paints Ltd. Consumer Durables | 0.78% | 0.93% | 0.78% |
InterGlobe Aviation Ltd. Transport Services | 0.78% | 0.95% | 0.78% |
Grasim Industries Ltd. Cement & Cement Products | 0.77% | 0.93% | 0.77% |
Coal India Ltd. Consumable Fuels | 0.70% | 0.85% | 0.70% |
Nestle India Ltd. Food Products | 0.67% | 0.81% | 0.67% |
SBI Life Insurance Company Ltd. Insurance | 0.66% | 0.80% | 0.66% |
Trent Ltd. Retailing | 0.62% | 0.75% | 0.62% |
Tech Mahindra Ltd. IT - Software | 0.62% | 0.75% | 0.62% |
Jio Financial Services Ltd. Finance | 0.60% | 0.73% | 0.60% |
Max Healthcare Institute Ltd. Healthcare Services | 0.59% | 0.71% | 0.59% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 0.59% | 0.70% | 0.59% |
Tata Motors Passenger Vehicles Ltd. Automobiles | 0.58% | 0.70% | 0.58% |
Dr. Reddy's Laboratories Ltd. Pharmaceuticals & Biotechnology | 0.56% | 0.68% | 0.56% |
Cipla Ltd. Pharmaceuticals & Biotechnology | 0.56% | 0.66% | 0.56% |
HDFC Life Insurance Company Ltd. Insurance | 0.55% | 0.67% | 0.55% |
Tata Consumer Products Ltd. Agricultural Food & other Products | 0.53% | 0.65% | 0.53% |
Wipro Ltd. IT - Software | 0.41% | 0.50% | 0.41% |
Adani Enterprises Ltd. Metals & Minerals Trading | 0.41% | 0.49% | 0.41% |
Unique to LIC MF NIFTY 100 ETF
All top holdings are shared with the other fund.
Unique to NIPPON INDIA INDEX FUND - NIFT
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks25.6% (5)
IT - Software7.3% (5)
Petroleum Products6.8% (1)
Automobiles5.8% (5)
Finance4.5% (4)
Telecom - Services3.8% (1)
Diversified FMCG3.7% (2)
Construction3.6% (1)
Pharmaceuticals & Biotechnology2.5% (3)
Power2.3% (2)
Ferrous Metals2.1% (2)
Consumer Durables2.1% (2)
Retailing1.9% (2)
Cement & Cement Products1.9% (2)
Insurance1.2% (2)
Healthcare Services1.2% (2)
Aerospace & Defense1.2% (1)
Non - Ferrous Metals1.0% (1)
Transport Infrastructure0.8% (1)
Oil0.8% (1)
Transport Services0.8% (1)
Consumable Fuels0.7% (1)
Food Products0.7% (1)
Agricultural Food & other Products0.5% (1)
Metals & Minerals Trading0.4% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.