NIPPON INDIA LARGE CAP FUND vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME

Portfolio Overlap Analysis · Nippon vs Nippon

55.9%
High Overlap
32 common stocks · Rank #717 of 28,282 pairs
Fund A
NIPPON INDIA LARGE CAP FUND
Nippon · Large Cap
Fund B
NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA LARGE CAPWt% in NIPPON INDIA RETIREMENT FUND -Overlap
HDFC Bank Limited
Banks
8.82%7.08%7.08%
ICICI Bank Limited
Banks
7.02%7.59%7.02%
Reliance Industries Limited
Petroleum Products
5.30%4.56%4.56%
State Bank of India
Banks
3.99%3.99%3.99%
Larsen & Toubro Limited
Construction
4.24%3.62%3.62%
Axis Bank Limited
Banks
4.20%3.20%3.20%
Infosys Limited
IT - Software
2.94%2.86%2.86%
Bajaj Finance Limited
Finance
2.80%2.86%2.80%
NTPC Limited
Power
2.48%2.93%2.48%
Mahindra & Mahindra Limited
Automobiles
2.44%2.54%2.44%

Unique to NIPPON INDIA LARGE CAP

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

Unique to NIPPON INDIA RETIREMENT FUND -

  • Bharti Airtel Limited2.69%

Sector Overlap Breakdown

Banks
21.3% (4)
Petroleum Products
4.6% (1)
Power
3.9% (3)
Finance
3.7% (2)
Construction
3.6% (1)
IT - Software
3.5% (2)
Automobiles
2.4% (1)
Auto Components
1.6% (1)
Retailing
1.6% (2)
Pharmaceuticals & Biotechnology
1.6% (2)
Insurance
1.4% (2)
Cement & Cement Products
1.4% (1)
Transport Services
1.1% (1)
Diversified Metals
0.9% (1)
Leisure Services
0.8% (2)
Financial Technology (Fintech)
0.7% (1)
Beverages
0.7% (2)
Personal Products
0.4% (1)
Consumer Durables
0.4% (1)
Entertainment
0.2% (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.