Nippon India Flexi Cap Fund vs TATA LARGE CAP FUND
Nippon vs Tata· Portfolio Overlap Analysis
45.4%High Overlap
22 common stocksRank #15518 / 20,000
Investor takeaway: At 45.4% 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 (22)
| Stock | Wt% in Nippon India Flexi Cap | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 6.34% | 8.20% | 6.34% |
ICICI Bank Limited Banks | 5.29% | 9.12% | 5.29% |
Axis Bank Limited Banks | 4.37% | 4.08% | 4.08% |
Reliance Industries Limited Petroleum Products | 3.68% | 5.26% | 3.68% |
Infosys Limited IT - Software | 3.06% | 3.54% | 3.06% |
Larsen & Toubro Limited Construction | 2.97% | 3.58% | 2.97% |
Bajaj Finance Limited Finance | 2.75% | 3.04% | 2.75% |
Mahindra & Mahindra Limited Automobiles | 2.56% | 2.89% | 2.56% |
State Bank of India Banks | 2.08% | 3.54% | 2.08% |
Bharti Airtel Limited Telecom - Services | 2.02% | 2.19% | 2.02% |
Samvardhana Motherson International Limited Auto Components | 1.85% | 2.32% | 1.85% |
NTPC Limited Power | 1.87% | 1.79% | 1.79% |
InterGlobe Aviation Limited Transport Services | 1.34% | 1.56% | 1.34% |
Kotak Mahindra Bank Limited Banks | 1.17% | 3.72% | 1.17% |
Tech Mahindra Limited IT - Software | 1.00% | 1.85% | 1.00% |
Bharat Heavy Electricals Limited Electrical Equipment | 1.14% | 0.95% | 0.95% |
Whirlpool of India Limited Consumer Durables | 0.66% | 1.11% | 0.66% |
IndusInd Bank Limited Banks | 0.62% | 1.72% | 0.62% |
Siemens Limited Electrical Equipment | 0.55% | 0.71% | 0.55% |
Cyient Limited IT - Services | 0.31% | 0.66% | 0.31% |
LG Electronics India Ltd Consumer Durables | 0.21% | 0.86% | 0.21% |
ICICI Prudential Asset Management Company Limited Capital Markets | 0.07% | 1.83% | 0.07% |
Unique to Nippon India Flexi Cap
- Maruti Suzuki India Limited2.26%
- Vedanta Limited2.23%
Unique to TATA LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.6% (6)
IT - Software4.1% (2)
Petroleum Products3.7% (1)
Construction3.0% (1)
Finance2.8% (1)
Automobiles2.6% (1)
Telecom - Services2.0% (1)
Auto Components1.9% (1)
Power1.8% (1)
Electrical Equipment1.5% (2)
Transport Services1.3% (1)
Consumer Durables0.9% (2)
IT - Services0.3% (1)
Capital Markets0.1% (1)
More comparisons for Nippon India Flexi Cap
- vs NIPPON INDIA LARGE CAP59.8% · 39 stocks
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- vs CANARA ROBECO FLEXICAP54.0% · 35 stocks
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- vs Mirae Asset Large Cap53.4% · 38 stocks
More comparisons for TATA LARGE CAP
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- vs HDFC BSE SENSEX ETF61.5% · 19 stocks
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- vs ICICI Prudential BSE Sensex ET61.5% · 19 stocks
- vs Kotak BSE Sensex ETF61.5% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.