LIC MF NIFTY NEXT 50 INDEX FUND vs SBI Nifty Next 50 ETF
LIC vs SBI· Portfolio Overlap Analysis
99.7%High Overlap
50 common stocksRank #1226 / 5,000
Investor takeaway: These funds overlap 99.7%. 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 NEXT 50 INDEX | Wt% in SBI Nifty Next 50 ETF | Overlap |
|---|---|---|---|
Vedanta Ltd. Diversified Metals | 5.23% | 5.24% | 5.23% |
TVS Motor Company Ltd. Automobiles | 3.91% | 3.91% | 3.91% |
Divi's Laboratories Ltd. Pharmaceuticals & Biotechnology | 3.51% | 3.50% | 3.50% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 3.21% | 3.21% | 3.21% |
Hindustan Aeronautics Ltd. Aerospace & Defense | 3.19% | 3.19% | 3.19% |
Cholamandalam Investment & Fin Co Ltd. Finance | 3.14% | 3.15% | 3.14% |
Britannia Industries Ltd. Food Products | 3.05% | 3.04% | 3.04% |
Indian Oil Corporation Ltd. Petroleum Products | 3.00% | 3.01% | 3.00% |
Tata Power Company Ltd. Power | 2.73% | 2.73% | 2.73% |
VARUN BEVERAGES LIMITED Beverages | 2.65% | 2.66% | 2.65% |
Power Finance Corporation Ltd. Finance | 2.59% | 2.59% | 2.59% |
Bank of Baroda Banks | 2.56% | 2.57% | 2.56% |
Samvardhana Motherson International Ltd. Auto Components | 2.55% | 2.55% | 2.55% |
The Indian Hotels Company Ltd. Leisure Services | 2.53% | 2.52% | 2.52% |
Avenue Supermarts Ltd. Retailing | 2.44% | 2.44% | 2.44% |
Adani Power Ltd. Power | 2.37% | 2.38% | 2.37% |
Canara Bank Banks | 2.29% | 2.28% | 2.28% |
CG Power and Industrial Solutions Ltd. Electrical Equipment | 2.15% | 2.14% | 2.14% |
Godrej Consumer Products Ltd. Personal Products | 2.11% | 2.11% | 2.11% |
Bajaj Holdings & Investment Ltd. Finance | 2.01% | 2.01% | 2.01% |
Jindal Steel Ltd. Ferrous Metals | 1.99% | 2.00% | 1.99% |
Pidilite Industries Ltd. Chemicals & Petrochemicals | 1.98% | 1.99% | 1.98% |
ICICI Lombard General Insurance Co. Ltd. Insurance | 1.97% | 1.98% | 1.97% |
GAIL (India) Ltd. Gas | 1.96% | 1.97% | 1.96% |
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 1.94% | 1.95% | 1.94% |
Punjab National Bank Banks | 1.93% | 1.92% | 1.92% |
REC Ltd. Finance | 1.87% | 1.88% | 1.87% |
LTIMindtree Ltd. IT - Software | 1.78% | 1.78% | 1.78% |
United Spirits Ltd. Beverages | 1.74% | 1.75% | 1.74% |
Info Edge (India) Ltd. Retailing | 1.72% | 1.72% | 1.72% |
DLF Ltd. Realty | 1.66% | 1.67% | 1.66% |
Havells India Ltd. Consumer Durables | 1.51% | 1.52% | 1.51% |
Adani Energy Solutions Ltd. Power | 1.51% | 1.51% | 1.51% |
Shree Cement Ltd. Cement & Cement Products | 1.49% | 1.50% | 1.49% |
Solar Industries India Ltd. Chemicals & Petrochemicals | 1.41% | 1.41% | 1.41% |
ABB India Ltd. Electrical Equipment | 1.36% | 1.37% | 1.36% |
Bosch Ltd. Auto Components | 1.35% | 1.36% | 1.35% |
Hyundai Motor India Ltd. Automobiles | 1.32% | 1.33% | 1.32% |
Ambuja Cements Ltd. Cement & Cement Products | 1.33% | 1.31% | 1.31% |
Siemens Ltd. Electrical Equipment | 1.29% | 1.30% | 1.29% |
Adani Green Energy Ltd. Power | 1.24% | 1.25% | 1.24% |
Lodha Developers Ltd. Realty | 1.19% | 1.20% | 1.19% |
Hindustan Zinc Ltd. Non - Ferrous Metals | 1.12% | 1.13% | 1.12% |
JSW Energy Ltd. Power | 1.11% | 1.13% | 1.11% |
Siemens Energy India Ltd. Electrical Equipment | 1.10% | 1.11% | 1.10% |
Zydus Lifesciences Ltd. Pharmaceuticals & Biotechnology | 0.98% | 0.99% | 0.98% |
Life Insurance Corporation of India Insurance | 0.80% | 0.81% | 0.80% |
Indian Railway Finance Corporation Ltd. Finance | 0.79% | 0.80% | 0.79% |
Mazagon Dock Shipbuilders Ltd. Industrial Manufacturing | 0.73% | 0.73% | 0.73% |
Bajaj Housing Finance Ltd. Finance | 0.35% | 0.35% | 0.35% |
Unique to LIC MF NIFTY NEXT 50 INDEX
All top holdings are shared with the other fund.
Unique to SBI Nifty Next 50 ETF
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Finance10.8% (6)
Power9.0% (5)
Banks6.8% (3)
Pharmaceuticals & Biotechnology6.4% (3)
Petroleum Products6.2% (2)
Electrical Equipment5.9% (4)
Diversified Metals5.2% (1)
Automobiles5.2% (2)
Beverages4.4% (2)
Retailing4.2% (2)
Auto Components3.9% (2)
Chemicals & Petrochemicals3.4% (2)
Aerospace & Defense3.2% (1)
Food Products3.0% (1)
Realty2.9% (2)
Cement & Cement Products2.8% (2)
Insurance2.8% (2)
Leisure Services2.5% (1)
Personal Products2.1% (1)
Ferrous Metals2.0% (1)
Gas2.0% (1)
IT - Software1.8% (1)
Consumer Durables1.5% (1)
Non - Ferrous Metals1.1% (1)
Industrial Manufacturing0.7% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.