Mirae Asset Aggressive Hybrid Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Mirae vs Nippon· Portfolio Overlap Analysis
44.5%High Overlap
29 common stocksRank #16906 / 20,000
Investor takeaway: At 44.5% 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 (29)
| Stock | Wt% in Mirae Asset Aggressive Hybrid | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 6.92% | 7.08% | 6.92% |
ICICI Bank Ltd. Banks | 4.26% | 7.59% | 4.26% |
State Bank of India Banks | 4.89% | 3.99% | 3.99% |
Reliance Industries Ltd. Petroleum Products | 2.96% | 4.56% | 2.96% |
Axis Bank Ltd. Banks | 2.84% | 3.20% | 2.84% |
Larsen & Toubro Ltd. Construction | 2.71% | 3.62% | 2.71% |
Bharti Airtel Ltd. Telecom - Services | 2.99% | 2.69% | 2.69% |
NTPC Ltd. Power | 2.12% | 2.93% | 2.12% |
Infosys Ltd. IT - Software | 1.84% | 2.86% | 1.84% |
Mahindra & Mahindra Ltd. Automobiles | 1.61% | 2.54% | 1.61% |
Eternal Ltd. Retailing | 1.28% | 1.34% | 1.28% |
JSW Energy Ltd. Power | 0.94% | 1.40% | 0.94% |
Vedanta Ltd. Diversified Metals | 0.88% | 1.57% | 0.88% |
Bajaj Finance Ltd. Finance | 0.88% | 2.86% | 0.88% |
Varun Beverages Ltd. Beverages | 0.88% | 1.15% | 0.88% |
SBI Life Insurance Co. Ltd. Insurance | 0.87% | 1.95% | 0.87% |
TVS Motor Company Ltd. Automobiles | 1.25% | 0.86% | 0.86% |
Interglobe Aviation Ltd. Transport Services | 0.82% | 1.54% | 0.82% |
Delhivery Ltd. Transport Services | 1.07% | 0.80% | 0.80% |
Shriram Finance Ltd. Finance | 1.66% | 0.78% | 0.78% |
Power Finance Corporation Ltd. Finance | 0.54% | 1.32% | 0.54% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 0.53% | 1.23% | 0.53% |
Ultratech Cement Ltd. Cement & Cement Products | 0.51% | 1.62% | 0.51% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.55% | 0.44% | 0.44% |
L&T Finance Ltd. Finance | 0.39% | 1.00% | 0.39% |
HDFC Asset Management Co. Ltd. Capital Markets | 0.38% | 1.55% | 0.38% |
Crompton Greaves Consumer Electricals Ltd. Consumer Durables | 0.29% | 1.15% | 0.29% |
Swiggy Ltd. Retailing | 0.29% | 0.50% | 0.29% |
Titan Company Ltd. Consumer Durables | 0.23% | 1.38% | 0.23% |
Unique to Mirae Asset Aggressive Hybrid
All top holdings are shared with the other fund.
Unique to NIPPON INDIA RETIREMENT FUND -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks18.0% (4)
Petroleum Products3.5% (2)
Power3.1% (2)
Construction2.7% (1)
Telecom - Services2.7% (1)
Finance2.6% (4)
Automobiles2.5% (2)
IT - Software1.8% (1)
Transport Services1.6% (2)
Retailing1.6% (2)
Diversified Metals0.9% (1)
Beverages0.9% (1)
Insurance0.9% (1)
Consumer Durables0.5% (2)
Cement & Cement Products0.5% (1)
Non - Ferrous Metals0.4% (1)
Capital Markets0.4% (1)
More comparisons for Mirae Asset Aggressive Hybrid
- vs Mirae Asset Balanced Advantage56.1% · 73 stocks
- vs Mirae Asset Multi Asset Alloca54.5% · 70 stocks
- vs Mirae Asset Large Cap51.5% · 46 stocks
- vs Mirae Asset Equity Savings50.6% · 74 stocks
- vs SBI BSE 100 ETF50.3% · 41 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.