NIPPON INDIA BALANCED ADVANTAGE FUND vs NIPPON INDIA LARGE CAP FUND

Portfolio Overlap Analysis · Nippon vs Nippon

48.0%
High Overlap
38 common stocks · Rank #1317 of 28,282 pairs
Fund A
NIPPON INDIA BALANCED ADVANTAGE FUND
Nippon · Balanced Advantage
Fund B
NIPPON INDIA LARGE CAP FUND
Nippon · Large Cap

Common Holdings (10)

StockWt% in NIPPON INDIA BALANCED ADVANTAGWt% in NIPPON INDIA LARGE CAPOverlap
ICICI Bank Limited
Banks
5.35%7.02%5.35%
HDFC Bank Limited
Banks
3.91%8.82%3.91%
State Bank of India
Banks
3.43%3.99%3.43%
Reliance Industries Limited
Petroleum Products
2.66%5.30%2.66%
Infosys Limited
IT - Software
2.54%2.94%2.54%
Axis Bank Limited
Banks
2.41%4.20%2.41%
Mahindra & Mahindra Limited
Automobiles
2.30%2.44%2.30%
NTPC Limited
Power
2.27%2.48%2.27%
Larsen & Toubro Limited
Construction
2.00%4.24%2.00%
Bajaj Finance Limited
Finance
1.90%2.80%1.90%

Unique to NIPPON INDIA BALANCED ADVANTAG

  • Bharti Airtel Limited2.33%

Unique to NIPPON INDIA LARGE CAP

  • GE Vernova T&D India Limited2.82%
  • ITC Limited2.61%

Sector Overlap Breakdown

Banks
16.2% (5)
Power
3.5% (3)
IT - Software
3.2% (2)
Automobiles
3.2% (2)
Finance
2.8% (2)
Petroleum Products
2.7% (1)
Diversified FMCG
2.1% (2)
Construction
2.0% (1)
Insurance
1.9% (3)
Retailing
1.8% (2)
Electrical Equipment
1.6% (2)
Auto Components
1.1% (1)
Pharmaceuticals & Biotechnology
0.9% (1)
Transport Services
0.8% (1)
Leisure Services
0.7% (2)
Ferrous Metals
0.7% (1)
Beverages
0.7% (2)
Financial Technology (Fintech)
0.6% (1)
Personal Products
0.5% (1)
Diversified Metals
0.5% (1)
Consumer Durables
0.4% (1)
Cement & Cement Products
0.3% (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.