Nippon India Aggressive Hybrid Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME

Portfolio Overlap Analysis · Nippon vs Nippon

47.8%
High Overlap
35 common stocks · Rank #1339 of 28,292 pairs
Fund A
Nippon India Aggressive Hybrid Fund
Nippon · Aggressive Hybrid
Fund B
NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in Nippon India Aggressive HybridWt% in NIPPON INDIA RETIREMENT FUND -Overlap
HDFC Bank Limited
Banks
5.17%7.08%5.17%
Larsen & Toubro Limited
Construction
3.74%3.62%3.62%
ICICI Bank Limited
Banks
3.55%7.59%3.55%
Axis Bank Limited
Banks
3.18%3.20%3.18%
State Bank of India
Banks
2.99%3.99%2.99%
Reliance Industries Limited
Petroleum Products
2.77%4.56%2.77%
Bharti Airtel Limited
Telecom - Services
2.94%2.69%2.69%
NTPC Limited
Power
2.63%2.93%2.63%
Infosys Limited
IT - Software
2.15%2.86%2.15%
Mahindra & Mahindra Limited
Automobiles
1.96%2.54%1.96%

Unique to Nippon India Aggressive Hybrid

All top holdings are shared with the other fund.

Unique to NIPPON INDIA RETIREMENT FUND -

  • Bajaj Finance Limited2.86%

Sector Overlap Breakdown

Banks
14.9% (4)
Construction
3.6% (1)
Petroleum Products
3.0% (2)
Power
3.0% (2)
IT - Software
2.9% (3)
Automobiles
2.8% (2)
Finance
2.8% (3)
Telecom - Services
2.7% (1)
Retailing
1.8% (3)
Insurance
1.5% (1)
Transport Services
1.4% (2)
Pharmaceuticals & Biotechnology
1.3% (1)
Beverages
1.3% (2)
Auto Components
1.1% (1)
Aerospace & Defense
0.9% (1)
Consumer Durables
0.8% (2)
Healthcare Services
0.8% (1)
Industrial Manufacturing
0.6% (1)
Financial Technology (Fintech)
0.6% (1)
Food Products
0.0% (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.