Nippon India Growth Mid Cap Fund vs TATA NIFTY MIDCAP 150 INDEX FUND

Nippon vs Tata· Portfolio Overlap Analysis

47.6%High Overlap

61 common stocksRank #12560 / 20,000

Investor takeaway: At 47.6% 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 (61)

Stock	Wt% in Nippon India Growth Mid Cap	Wt% in TATA NIFTY MIDCAP 150 INDEX	Overlap
BSE Limited Capital Markets	3.26%	2.93%	2.93%
The Federal Bank Limited Banks	2.80%	1.96%	1.96%
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles	2.11%	1.60%	1.60%
Indus Towers Limited Telecom - Services	1.86%	1.56%	1.56%
Cummins India Limited Industrial Products	1.45%	1.75%	1.45%
AU Small Finance Bank Limited Banks	2.40%	1.43%	1.43%
Persistent Systems Limited IT - Software	1.77%	1.37%	1.37%
Bharat Forge Limited Auto Components	2.37%	1.35%	1.35%
Lupin Limited Pharmaceuticals & Biotechnology	1.34%	1.48%	1.34%
Fortis Healthcare Limited Healthcare Services	2.90%	1.30%	1.30%
Max Financial Services Limited Insurance	2.10%	1.27%	1.27%
GE Vernova T&D India Limited Electrical Equipment	1.68%	1.26%	1.26%
One 97 Communications Limited Financial Technology (Fintech)	1.37%	1.18%	1.18%
APL Apollo Tubes Limited Industrial Products	1.47%	1.08%	1.08%
Dixon Technologies (India) Limited Consumer Durables	1.08%	1.15%	1.08%
Sundaram Finance Limited Finance	1.22%	1.01%	1.01%
Union Bank of India Banks	1.01%	1.04%	1.01%
FSN E-Commerce Ventures Limited Retailing	1.01%	0.96%	0.96%
Voltas Limited Consumer Durables	2.45%	0.94%	0.94%
Indian Bank Banks	1.80%	0.93%	0.93%
Bharat Heavy Electricals Limited Electrical Equipment	1.26%	0.90%	0.90%
HDFC Asset Management Company Limited Capital Markets	0.89%	1.46%	0.89%
Alkem Laboratories Limited Pharmaceuticals & Biotechnology	1.49%	0.87%	0.87%
Hindustan Petroleum Corporation Limited Petroleum Products	0.86%	1.12%	0.86%
Torrent Power Limited Power	1.25%	0.79%	0.79%
Tube Investments of India Limited Auto Components	1.57%	0.78%	0.78%
Supreme Industries Limited Industrial Products	1.10%	0.68%	0.68%
Blue Star Limited Consumer Durables	0.80%	0.67%	0.67%
Mankind Pharma Limited Pharmaceuticals & Biotechnology	0.76%	0.67%	0.67%
Colgate Palmolive (India) Limited Personal Products	0.67%	0.79%	0.67%
Vishal Mega Mart Limited Retailing	0.93%	0.66%	0.66%
Mahindra & Mahindra Financial Services Limited Finance	0.89%	0.66%	0.66%
Prestige Estates Projects Limited Realty	1.18%	0.62%	0.62%
Coromandel International Limited Fertilizers & Agrochemicals	0.61%	0.70%	0.61%
Bank of India Banks	0.58%	0.57%	0.57%
Mphasis Limited IT - Software	0.57%	0.69%	0.57%
IPCA Laboratories Limited Pharmaceuticals & Biotechnology	1.08%	0.56%	0.56%
Jubilant Foodworks Limited Leisure Services	0.79%	0.54%	0.54%
Astral Limited Industrial Products	0.76%	0.54%	0.54%
Page Industries Limited Textiles & Apparels	0.70%	0.54%	0.54%
Balkrishna Industries Limited Auto Components	0.60%	0.51%	0.51%
Swiggy Limited Retailing	0.48%	1.07%	0.48%
Schaeffler India Limited Auto Components	0.89%	0.46%	0.46%
Container Corporation of India Limited Transport Services	0.59%	0.45%	0.45%
ITC Hotels Limited Leisure Services	0.56%	0.44%	0.44%
Dalmia Bharat Limited Cement & Cement Products	0.82%	0.42%	0.42%
NMDC Limited Minerals & Mining	0.42%	0.75%	0.42%
Gujarat Fluorochemicals Limited Chemicals & Petrochemicals	0.48%	0.39%	0.39%
JK Cement Limited Cement & Cement Products	0.39%	0.63%	0.39%
IndusInd Bank Limited Banks	0.37%	1.67%	0.37%
United Breweries Limited Beverages	0.75%	0.31%	0.31%
3M India Limited Diversified	0.51%	0.28%	0.28%
GlaxoSmithKline Pharmaceuticals Limited Pharmaceuticals & Biotechnology	0.33%	0.28%	0.28%
Indraprastha Gas Limited Gas	0.27%	0.32%	0.27%
Endurance Technologies Limited Auto Components	0.79%	0.25%	0.25%
NTPC Green Energy Limited Power	1.50%	0.22%	0.22%
NLC India Limited Power	0.95%	0.22%	0.22%
Apar Industries Limited Electrical Equipment	0.22%	0.50%	0.22%
Deepak Nitrite Limited Chemicals & Petrochemicals	0.21%	0.29%	0.21%
Tata Communications Limited Telecom - Services	0.21%	0.50%	0.21%
Gujarat Gas Limited Gas	0.71%	0.19%	0.19%

Unique to Nippon India Growth Mid Cap

Power Finance Corporation Limited2.09%
Cholamandalam Financial Holdings Limited1.98%

Unique to TATA NIFTY MIDCAP 150 INDEX

HERO MOTOCORP LTD.1.96%

Sector Overlap Breakdown

Banks

6.3% (6)

Capital Markets

3.8% (2)

Industrial Products

3.8% (4)

Pharmaceuticals & Biotechnology

3.7% (5)

Auto Components

3.4% (5)

Consumer Durables

2.7% (3)

Electrical Equipment

2.4% (3)

Retailing

2.1% (3)

IT - Software

1.9% (2)

Telecom - Services

1.8% (2)

Finance

1.7% (2)

Agricultural, Commercial & Construction Vehicles

1.6% (1)

Healthcare Services

1.3% (1)

Insurance

1.3% (1)

Power

1.2% (3)

Financial Technology (Fintech)

1.2% (1)

Leisure Services

1.0% (2)

Petroleum Products

0.9% (1)

Cement & Cement Products

0.8% (2)

Personal Products

0.7% (1)

Realty

0.6% (1)

Fertilizers & Agrochemicals

0.6% (1)

Chemicals & Petrochemicals

0.6% (2)

Textiles & Apparels

0.5% (1)

Gas

0.5% (2)

Transport Services

0.5% (1)

Minerals & Mining

0.4% (1)

Beverages

0.3% (1)

Diversified

0.3% (1)

More comparisons for Nippon India Growth Mid Cap

vs Nippon India ETF Nifty Midcap 47.8% · 61 stocks
vs Nippon India Nifty Midcap 150 47.8% · 61 stocks
vs HDFC NIFTY MIDCAP 150 ETF47.7% · 61 stocks
vs ICICI Prudential Nifty Midcap 47.6% · 61 stocks
vs Kotak Nifty Midcap 150 ETF47.6% · 61 stocks

More comparisons for TATA NIFTY MIDCAP 150 INDEX

vs HDFC NIFTY MIDCAP 150 ETF99.9% · 150 stocks
vs ICICI Prudential Nifty Midcap 99.8% · 150 stocks
vs ICICI Prudential Nifty Midcap 99.8% · 150 stocks
vs Motilal Oswal Nifty Midcap 15099.8% · 150 stocks
vs Mirae Asset Nifty Midcap 150 E99.8% · 150 stocks

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