Nippon India Active Momentum Fund vs NIPPON INDIA QUANT FUND

Portfolio Overlap Analysis · Nippon vs Nippon

39.8%
Moderate Overlap
15 common stocks · Rank #2735 of 28,292 pairs
Fund A
Nippon India Active Momentum Fund
Nippon · Equity - Other
Fund B
NIPPON INDIA QUANT FUND
Nippon · Equity - Other

Common Holdings (10)

StockWt% in Nippon India Active MomentumWt% in NIPPON INDIA QUANTOverlap
HDFC Bank Limited
Banks
5.92%7.51%5.92%
State Bank of India
Banks
6.09%4.67%4.67%
Mahindra & Mahindra Limited
Automobiles
3.32%3.14%3.14%
Bharat Electronics Limited
Aerospace & Defense
3.76%2.70%2.70%
TVS Motor Company Limited
Automobiles
2.58%2.46%2.46%
Vedanta Limited
Diversified Metals
2.43%2.78%2.43%
GE Vernova T&D India Limited
Electrical Equipment
2.36%3.45%2.36%
Shriram Finance Limited
Finance
2.21%2.67%2.21%
Cummins India Limited
Industrial Products
2.18%2.52%2.18%
Tata Steel Limited
Ferrous Metals
2.26%2.16%2.16%

Unique to Nippon India Active Momentum

  • Axis Bank Limited3.25%
  • Multi Commodity Exchange of India Limited2.83%
  • L&T Finance Limited2.77%
  • Bank of Baroda2.72%

Unique to NIPPON INDIA QUANT

  • ICICI Bank Limited7.35%
  • Reliance Industries Limited5.95%
  • Larsen & Toubro Limited5.51%
  • Infosys Limited3.71%
  • Bharti Airtel Limited3.68%
  • NTPC Limited2.72%

Sector Overlap Breakdown

Banks
10.6% (2)
Automobiles
7.7% (3)
Finance
3.9% (2)
Aerospace & Defense
2.7% (1)
Diversified Metals
2.4% (1)
Electrical Equipment
2.4% (1)
Industrial Products
2.2% (1)
Ferrous Metals
2.2% (1)
Pharmaceuticals & Biotechnology
2.1% (1)
Retailing
1.9% (1)
Petroleum Products
1.8% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for Nippon India Active Momentum

More comparisons for NIPPON INDIA QUANT

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.