Mirae Asset Flexi Cap Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Mirae vs Nippon· Portfolio Overlap Analysis
50.8%High Overlap
32 common stocksRank #9300 / 20,000
Investor takeaway: At 50.8% 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 (32)
| Stock | Wt% in Mirae Asset Flexi Cap | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 6.63% | 7.08% | 6.63% |
ICICI Bank Ltd. Banks | 4.82% | 7.59% | 4.82% |
Reliance Industries Ltd. Petroleum Products | 4.26% | 4.56% | 4.26% |
State Bank of India Banks | 3.74% | 3.99% | 3.74% |
Bharti Airtel Ltd. Telecom - Services | 2.57% | 2.69% | 2.57% |
Larsen & Toubro Ltd. Construction | 2.42% | 3.62% | 2.42% |
Infosys Ltd. IT - Software | 2.32% | 2.86% | 2.32% |
Axis Bank Ltd. Banks | 1.99% | 3.20% | 1.99% |
Mahindra & Mahindra Ltd. Automobiles | 1.71% | 2.54% | 1.71% |
Cummins India Ltd. Industrial Products | 1.37% | 1.56% | 1.37% |
Ultratech Cement Ltd. Cement & Cement Products | 1.35% | 1.62% | 1.35% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 1.56% | 1.32% | 1.32% |
Vedanta Ltd. Diversified Metals | 1.20% | 1.57% | 1.20% |
SBI Life Insurance Co. Ltd. Insurance | 1.20% | 1.95% | 1.20% |
Titan Company Ltd. Consumer Durables | 1.16% | 1.38% | 1.16% |
Hindustan Aeronautics Ltd. Aerospace & Defense | 1.05% | 1.69% | 1.05% |
JSW Energy Ltd. Power | 1.04% | 1.40% | 1.04% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 1.02% | 1.23% | 1.02% |
L&T Finance Ltd. Finance | 1.79% | 1.00% | 1.00% |
Tech Mahindra Ltd. IT - Software | 0.94% | 1.84% | 0.94% |
Bajaj Finance Ltd. Finance | 0.92% | 2.86% | 0.92% |
NTPC Ltd. Power | 0.89% | 2.93% | 0.89% |
TVS Motor Company Ltd. Automobiles | 1.44% | 0.86% | 0.86% |
Eternal Ltd. Retailing | 0.79% | 1.34% | 0.79% |
Britannia Industries Ltd. Food Products | 1.05% | 0.77% | 0.77% |
Shriram Finance Ltd. Finance | 0.72% | 0.78% | 0.72% |
SRF Ltd. Chemicals & Petrochemicals | 0.98% | 0.61% | 0.61% |
The Indian Hotels Company Ltd. Leisure Services | 0.78% | 0.57% | 0.57% |
Mankind Pharma Ltd. Pharmaceuticals & Biotechnology | 1.23% | 0.53% | 0.53% |
Interglobe Aviation Ltd. Transport Services | 0.51% | 1.54% | 0.51% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.46% | 0.44% | 0.44% |
PB Fintech Ltd. Financial Technology (Fintech) | 0.05% | 0.76% | 0.05% |
Unique to Mirae Asset Flexi Cap
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
Banks17.2% (4)
Petroleum Products5.3% (2)
IT - Software3.3% (2)
Finance2.6% (3)
Telecom - Services2.6% (1)
Automobiles2.6% (2)
Construction2.4% (1)
Power1.9% (2)
Pharmaceuticals & Biotechnology1.9% (2)
Industrial Products1.4% (1)
Cement & Cement Products1.4% (1)
Diversified Metals1.2% (1)
Insurance1.2% (1)
Consumer Durables1.2% (1)
Aerospace & Defense1.1% (1)
Retailing0.8% (1)
Food Products0.8% (1)
Chemicals & Petrochemicals0.6% (1)
Leisure Services0.6% (1)
Transport Services0.5% (1)
Non - Ferrous Metals0.4% (1)
Financial Technology (Fintech)0.1% (1)
More comparisons for Mirae Asset Flexi Cap
- vs CANARA ROBECO LARGE CAP51.6% · 35 stocks
- vs SBI BSE 100 ETF51.6% · 44 stocks
- vs CANARA ROBECO FLEXICAP51.1% · 33 stocks
- vs Axis Nifty 100 Index50.9% · 42 stocks
- vs Parag Parikh Large Cap50.9% · 42 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.