Nippon India Aggressive Hybrid Fund vs NIPPON INDIA BALANCED ADVANTAGE FUND

Portfolio Overlap Analysis · Nippon vs Nippon

46.8%
High Overlap
43 common stocks · Rank #1460 of 28,292 pairs
Fund A
Nippon India Aggressive Hybrid Fund
Nippon · Aggressive Hybrid
Fund B
NIPPON INDIA BALANCED ADVANTAGE FUND
Nippon · Balanced Advantage

Common Holdings (10)

StockWt% in Nippon India Aggressive HybridWt% in NIPPON INDIA BALANCED ADVANTAGOverlap
HDFC Bank Limited
Banks
3.91%5.17%3.91%
ICICI Bank Limited
Banks
5.35%3.55%3.55%
State Bank of India
Banks
3.43%2.99%2.99%
Reliance Industries Limited
Petroleum Products
2.66%2.77%2.66%
Axis Bank Limited
Banks
2.41%3.18%2.41%
Bharti Airtel Limited
Telecom - Services
2.33%2.94%2.33%
NTPC Limited
Power
2.27%2.63%2.27%
Infosys Limited
IT - Software
2.54%2.15%2.15%
Larsen & Toubro Limited
Construction
2.00%3.74%2.00%
Mahindra & Mahindra Limited
Automobiles
2.30%1.96%1.96%

Unique to Nippon India Aggressive Hybrid

All top holdings are shared with the other fund.

Unique to NIPPON INDIA BALANCED ADVANTAG

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
13.6% (5)
Automobiles
3.1% (2)
IT - Software
2.9% (3)
Petroleum Products
2.7% (1)
Power
2.6% (2)
Realty
2.5% (4)
Telecom - Services
2.3% (1)
Finance
2.1% (2)
Construction
2.0% (1)
Retailing
1.4% (2)
Ferrous Metals
1.3% (2)
Diversified FMCG
1.2% (2)
Insurance
1.2% (2)
Transport Services
1.1% (2)
Auto Components
1.1% (1)
Pharmaceuticals & Biotechnology
0.9% (1)
Beverages
0.8% (2)
Aerospace & Defense
0.7% (1)
Healthcare Services
0.7% (1)
Financial Technology (Fintech)
0.6% (1)
Consumer Durables
0.5% (1)
Electrical Equipment
0.5% (1)
Capital Markets
0.4% (1)
Industrial Manufacturing
0.4% (1)
Industrial Products
0.4% (1)

Analysis

AI-generated comparative analysis coming soon.

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