Mirae Asset Large & Midcap Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Mirae vs Nippon· Portfolio Overlap Analysis
43.7%High Overlap
34 common stocksRank #18083 / 20,000
Investor takeaway: At 43.7% 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 (34)
| Stock | Wt% in Mirae Asset Large & Midcap | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 6.75% | 7.08% | 6.75% |
ICICI Bank Ltd. Banks | 3.89% | 7.59% | 3.89% |
State Bank of India Banks | 3.70% | 3.99% | 3.70% |
Axis Bank Ltd. Banks | 3.96% | 3.20% | 3.20% |
Infosys Ltd. IT - Software | 2.26% | 2.86% | 2.26% |
Larsen & Toubro Ltd. Construction | 2.18% | 3.62% | 2.18% |
Reliance Industries Ltd. Petroleum Products | 1.75% | 4.56% | 1.75% |
Bharti Airtel Ltd. Telecom - Services | 1.55% | 2.69% | 1.55% |
Interglobe Aviation Ltd. Transport Services | 1.44% | 1.54% | 1.44% |
Eternal Ltd. Retailing | 1.77% | 1.34% | 1.34% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 2.35% | 1.32% | 1.32% |
United Spirits Ltd. Beverages | 1.23% | 1.21% | 1.21% |
Crompton Greaves Consumer Electricals Ltd. Consumer Durables | 1.16% | 1.15% | 1.15% |
L&T Finance Ltd. Finance | 1.41% | 1.00% | 1.00% |
NTPC Ltd. Power | 1.00% | 2.93% | 1.00% |
HDFC Asset Management Co. Ltd. Capital Markets | 0.95% | 1.55% | 0.95% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 1.00% | 0.87% | 0.87% |
Cummins India Ltd. Industrial Products | 0.84% | 1.56% | 0.84% |
Delhivery Ltd. Transport Services | 2.02% | 0.80% | 0.80% |
PB Fintech Ltd. Financial Technology (Fintech) | 1.87% | 0.76% | 0.76% |
Tata Power Company Ltd. Power | 1.01% | 0.72% | 0.72% |
JSW Energy Ltd. Power | 0.69% | 1.40% | 0.69% |
Gland Pharma Ltd. Pharmaceuticals & Biotechnology | 1.40% | 0.64% | 0.64% |
SRF Ltd. Chemicals & Petrochemicals | 0.98% | 0.61% | 0.61% |
Dixon Technologies (India) Ltd. Consumer Durables | 0.59% | 0.97% | 0.59% |
Power Finance Corporation Ltd. Finance | 0.53% | 1.32% | 0.53% |
Swiggy Ltd. Retailing | 1.45% | 0.50% | 0.50% |
Vedanta Ltd. Diversified Metals | 0.49% | 1.57% | 0.49% |
Syngene International Ltd. Healthcare Services | 0.39% | 0.47% | 0.39% |
Titan Company Ltd. Consumer Durables | 0.34% | 1.38% | 0.34% |
SBI Life Insurance Co. Ltd. Insurance | 0.19% | 1.95% | 0.19% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.02% | 0.44% | 0.02% |
Bajaj Finance Ltd. Finance | 0.00% | 2.86% | 0.00% |
Mahindra & Mahindra Ltd. Automobiles | 0.00% | 2.54% | 0.00% |
Unique to Mirae Asset Large & Midcap
- IndusInd Bank Ltd.2.51%
- Bharat Forge Ltd.2.39%
- Tata Consultancy Services Ltd.2.28%
Unique to NIPPON INDIA RETIREMENT FUND -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.5% (4)
Power2.4% (3)
IT - Software2.3% (1)
Transport Services2.2% (2)
Construction2.2% (1)
Consumer Durables2.1% (3)
Pharmaceuticals & Biotechnology2.0% (2)
Retailing1.8% (2)
Petroleum Products1.8% (1)
Telecom - Services1.6% (1)
Finance1.5% (3)
Healthcare Services1.3% (2)
Beverages1.2% (1)
Capital Markets0.9% (1)
Industrial Products0.8% (1)
Financial Technology (Fintech)0.8% (1)
Chemicals & Petrochemicals0.6% (1)
Diversified Metals0.5% (1)
Insurance0.2% (1)
Non - Ferrous Metals0.0% (1)
Automobiles0.0% (1)
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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
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.