Nippon India Aggressive Hybrid Fund vs SBI BSE 100 ETF

Nippon vs SBI· Portfolio Overlap Analysis

46.1%High Overlap

39 common stocksRank #14404 / 20,000

Investor takeaway: At 46.1% 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 (39)

Stock	Wt% in Nippon India Aggressive Hybrid	Wt% in SBI BSE 100 ETF	Overlap
HDFC Bank Limited Banks	5.17%	9.52%	5.17%
ICICI Bank Limited Banks	3.55%	6.95%	3.55%
Larsen & Toubro Limited Construction	3.74%	3.53%	3.53%
State Bank of India Banks	2.99%	3.52%	2.99%
Bharti Airtel Limited Telecom - Services	2.94%	3.70%	2.94%
Axis Bank Limited Banks	3.18%	2.79%	2.79%
Reliance Industries Limited Petroleum Products	2.77%	6.65%	2.77%
Infosys Limited IT - Software	2.15%	3.27%	2.15%
Mahindra & Mahindra Limited Automobiles	1.96%	2.14%	1.96%
Bajaj Finance Limited Finance	1.61%	1.84%	1.61%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	1.37%	1.29%	1.29%
NTPC Limited Power	2.63%	1.28%	1.28%
Hindustan Unilever Limited Diversified FMCG	1.27%	1.47%	1.27%
Tata Steel Limited Ferrous Metals	1.34%	1.23%	1.23%
Eternal Limited Retailing	0.97%	1.21%	0.97%
HCL Technologies Limited IT - Software	0.91%	1.04%	0.91%
Kotak Mahindra Bank Limited Banks	0.77%	2.15%	0.77%
InterGlobe Aviation Limited Transport Services	1.01%	0.76%	0.76%
Coal India Limited Consumable Fuels	0.66%	0.69%	0.66%
SBI Life Insurance Company Limited Insurance	1.50%	0.65%	0.65%
TVS Motor Company Limited Automobiles	1.58%	0.64%	0.64%
Apollo Hospitals Enterprise Limited Healthcare Services	0.77%	0.56%	0.56%
Hindustan Aeronautics Limited Aerospace & Defense	0.89%	0.52%	0.52%
Tech Mahindra Limited IT - Software	0.50%	0.61%	0.50%
Varun Beverages Limited Beverages	0.56%	0.43%	0.43%
Samvardhana Motherson International Limited Auto Components	1.13%	0.42%	0.42%
Lupin Limited Pharmaceuticals & Biotechnology	1.33%	0.39%	0.39%
Avenue Supermarts Limited Retailing	0.38%	0.40%	0.38%
PB Fintech Limited Financial Technology (Fintech)	0.60%	0.35%	0.35%
ICICI Lombard General Insurance Company Limited Insurance	0.39%	0.32%	0.32%
ITC Limited Diversified FMCG	0.31%	2.13%	0.31%
Dixon Technologies (India) Limited Consumer Durables	0.52%	0.30%	0.30%
United Spirits Limited Beverages	0.73%	0.28%	0.28%
Info Edge (India) Limited Retailing	0.34%	0.28%	0.28%
Coforge Limited IT - Software	0.28%	0.28%	0.28%
Bharat Petroleum Corporation Limited Petroleum Products	0.28%	0.53%	0.28%
Trent Limited Retailing	0.28%	0.61%	0.28%
Tube Investments of India Limited Auto Components	0.26%	0.21%	0.21%
Power Finance Corporation Limited Finance	0.16%	0.42%	0.16%

Unique to Nippon India Aggressive Hybrid

All top holdings are shared with the other fund.

Unique to SBI BSE 100 ETF

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

15.3% (5)

IT - Software

3.8% (4)

Construction

3.5% (1)

Petroleum Products

3.0% (2)

Telecom - Services

2.9% (1)

Automobiles

2.6% (2)

Retailing

1.9% (4)

Finance

1.8% (2)

Pharmaceuticals & Biotechnology

1.7% (2)

Diversified FMCG

1.6% (2)

Power

1.3% (1)

Ferrous Metals

1.2% (1)

Insurance

1.0% (2)

Transport Services

0.8% (1)

Beverages

0.7% (2)

Consumable Fuels

0.7% (1)

Auto Components

0.6% (2)

Healthcare Services

0.6% (1)

Aerospace & Defense

0.5% (1)

Financial Technology (Fintech)

0.3% (1)

Consumer Durables

0.3% (1)

More comparisons for Nippon India Aggressive Hybrid

vs Nippon India Flexi Cap53.3% · 54 stocks
vs NIPPON INDIA RETIREMENT FUND -47.8% · 35 stocks
vs NIPPON INDIA LARGE CAP47.5% · 35 stocks
vs NIPPON INDIA BALANCED ADVANTAG46.8% · 43 stocks
vs CANARA ROBECO LARGE CAP46.0% · 32 stocks

More comparisons for SBI BSE 100 ETF

vs Axis Nifty 100 Index93.2% · 81 stocks
vs HDFC NIFTY 100 ETF93.2% · 81 stocks
vs HDFC NIFTY 100 Index93.2% · 81 stocks
vs ICICI Prudential Nifty 100 ETF93.2% · 81 stocks
vs LIC MF NIFTY 100 ETF93.2% · 81 stocks

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