NIPPON INDIA BALANCED ADVANTAGE FUND vs Nippon India Flexi Cap Fund

Portfolio Overlap Analysis · Nippon vs Nippon

48.6%
High Overlap
41 common stocks · Rank #1250 of 28,292 pairs
Fund A
NIPPON INDIA BALANCED ADVANTAGE FUND
Nippon · Balanced Advantage
Fund B
Nippon India Flexi Cap Fund
Nippon · Flexi Cap

Common Holdings (10)

StockWt% in NIPPON INDIA BALANCED ADVANTAGWt% in Nippon India Flexi CapOverlap
ICICI Bank Limited
Banks
5.35%5.29%5.29%
HDFC Bank Limited
Banks
3.91%6.34%3.91%
Reliance Industries Limited
Petroleum Products
2.66%3.68%2.66%
Infosys Limited
IT - Software
2.54%3.06%2.54%
Axis Bank Limited
Banks
2.41%4.37%2.41%
Mahindra & Mahindra Limited
Automobiles
2.30%2.56%2.30%
State Bank of India
Banks
3.43%2.08%2.08%
Bharti Airtel Limited
Telecom - Services
2.33%2.02%2.02%
Larsen & Toubro Limited
Construction
2.00%2.97%2.00%
Bajaj Finance Limited
Finance
1.90%2.75%1.90%

Unique to NIPPON INDIA BALANCED ADVANTAG

  • NTPC Limited2.27%

Unique to Nippon India Flexi Cap

  • Maruti Suzuki India Limited2.26%
  • Vedanta Limited2.23%

Sector Overlap Breakdown

Banks
14.8% (5)
IT - Software
4.3% (4)
Petroleum Products
3.2% (2)
Automobiles
3.2% (2)
Finance
2.5% (2)
Power
2.4% (2)
Telecom - Services
2.0% (1)
Construction
2.0% (1)
Retailing
1.8% (2)
Transport Services
1.3% (2)
Diversified FMCG
1.2% (1)
Personal Products
1.1% (1)
Auto Components
1.1% (1)
Pharmaceuticals & Biotechnology
0.9% (1)
Insurance
0.8% (1)
Leisure Services
0.7% (2)
Aerospace & Defense
0.7% (1)
Consumer Durables
0.7% (2)
Beverages
0.6% (1)
Ferrous Metals
0.6% (1)
Electrical Equipment
0.6% (1)
Financial Technology (Fintech)
0.5% (1)
Healthcare Services
0.5% (1)
Diversified Metals
0.5% (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.