NIPPON INDIA BALANCED ADVANTAGE FUND vs NIPPON INDIA QUANT FUND

Portfolio Overlap Analysis · Nippon vs Nippon

39.9%
Moderate Overlap
25 common stocks · Rank #2730 of 28,292 pairs
Fund A
NIPPON INDIA BALANCED ADVANTAGE FUND
Nippon · Balanced Advantage
Fund B
NIPPON INDIA QUANT FUND
Nippon · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA BALANCED ADVANTAGWt% in NIPPON INDIA QUANTOverlap
ICICI Bank Limited
Banks
5.35%7.35%5.35%
HDFC Bank Limited
Banks
3.91%5.92%3.91%
State Bank of India
Banks
3.43%6.09%3.43%
Reliance Industries Limited
Petroleum Products
2.66%5.95%2.66%
Infosys Limited
IT - Software
2.54%3.71%2.54%
Bharti Airtel Limited
Telecom - Services
2.33%3.68%2.33%
Mahindra & Mahindra Limited
Automobiles
2.30%3.32%2.30%
NTPC Limited
Power
2.27%2.72%2.27%
Larsen & Toubro Limited
Construction
2.00%5.51%2.00%
Bajaj Finance Limited
Finance
1.90%2.12%1.90%

Unique to NIPPON INDIA BALANCED ADVANTAG

  • Axis Bank Limited2.41%

Unique to NIPPON INDIA QUANT

  • Bharat Electronics Limited3.76%

Sector Overlap Breakdown

Banks
12.7% (3)
Automobiles
4.3% (3)
Petroleum Products
3.2% (2)
IT - Software
3.2% (2)
Telecom - Services
2.3% (1)
Power
2.3% (1)
Construction
2.0% (1)
Finance
1.9% (2)
Retailing
1.3% (1)
Electrical Equipment
1.1% (1)
Pharmaceuticals & Biotechnology
0.9% (1)
Food Products
0.9% (1)
Insurance
0.8% (1)
Ferrous Metals
0.7% (1)
Healthcare Services
0.7% (1)
Industrial Products
0.7% (1)
Diversified Metals
0.5% (1)
Aerospace & Defense
0.4% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for NIPPON INDIA BALANCED ADVANTAG

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