Nippon India Flexi Cap Fund vs Shriram Flexi Cap Fund
Nippon vs Shriram· Portfolio Overlap Analysis
44.0%High Overlap
25 common stocksRank #17618 / 20,000
Investor takeaway: At 44.0% 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 (25)
| Stock | Wt% in Nippon India Flexi Cap | Wt% in Shriram Flexi Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 6.34% | 7.33% | 6.34% |
ICICI Bank Limited Banks | 5.29% | 4.98% | 4.98% |
Reliance Industries Limited Petroleum Products | 3.68% | 3.19% | 3.19% |
Axis Bank Limited Banks | 4.37% | 3.15% | 3.15% |
Infosys Limited IT - Software | 3.06% | 2.81% | 2.81% |
Larsen & Toubro Limited Construction | 2.97% | 2.64% | 2.64% |
Mahindra & Mahindra Limited Automobiles | 2.56% | 2.96% | 2.56% |
State Bank of India Banks | 2.08% | 4.78% | 2.08% |
Bharti Airtel Limited Telecom - Services | 2.02% | 3.85% | 2.02% |
NTPC Limited Power | 1.87% | 2.60% | 1.87% |
InterGlobe Aviation Limited Transport Services | 1.34% | 2.13% | 1.34% |
SBI Life Insurance Company Limited Insurance | 1.48% | 1.31% | 1.31% |
Kirloskar Oil Engines Limited Industrial Products | 1.69% | 1.25% | 1.25% |
ITC Limited Diversified FMCG | 1.23% | 1.99% | 1.23% |
Hindustan Petroleum Corporation Limited Petroleum Products | 1.21% | 1.51% | 1.21% |
Eternal Limited Retailing | 1.21% | 0.98% | 0.98% |
Maruti Suzuki India Limited Automobiles | 2.26% | 0.97% | 0.97% |
Tech Mahindra Limited IT - Software | 1.00% | 0.84% | 0.84% |
Swiggy Limited Retailing | 1.38% | 0.71% | 0.71% |
Varun Beverages Limited Beverages | 1.48% | 0.60% | 0.60% |
Cholamandalam Financial Holdings Limited Finance | 0.52% | 1.33% | 0.52% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.50% | 0.54% | 0.50% |
Coforge Limited IT - Software | 0.60% | 0.40% | 0.40% |
Kalpataru Projects International Limited Construction | 0.38% | 0.51% | 0.38% |
ICICI Prudential Asset Management Company Limited Capital Markets | 0.07% | 0.56% | 0.07% |
Unique to Nippon India Flexi Cap
- Bajaj Finance Limited2.75%
- Vedanta Limited2.23%
Unique to Shriram Flexi Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks16.6% (4)
Petroleum Products4.4% (2)
IT - Software4.0% (3)
Automobiles3.5% (2)
Construction3.0% (2)
Telecom - Services2.0% (1)
Power1.9% (1)
Retailing1.7% (2)
Transport Services1.3% (1)
Insurance1.3% (1)
Industrial Products1.3% (1)
Diversified FMCG1.2% (1)
Beverages0.6% (1)
Finance0.5% (1)
Healthcare Services0.5% (1)
Capital Markets0.1% (1)
More comparisons for Nippon India Flexi Cap
- vs NIPPON INDIA LARGE CAP59.8% · 39 stocks
- vs NIPPON INDIA RETIREMENT FUND -57.1% · 37 stocks
- vs CANARA ROBECO FLEXICAP54.0% · 35 stocks
- vs CANARA ROBECO LARGE CAP53.5% · 31 stocks
- vs Mirae Asset Large Cap53.4% · 38 stocks
More comparisons for Shriram Flexi Cap
- vs Shriram ELSS Tax Saver96.1% · 70 stocks
- vs Shriram Balanced Advantage54.4% · 43 stocks
- vs Kotak Large Cap53.9% · 25 stocks
- vs Shriram Aggressive Hybrid53.6% · 47 stocks
- vs EDELWEISS LARGE CAP53.4% · 31 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.