NIPPON INDIA LARGE CAP FUND vs SBI ESG Exclusionary Strategy Fund

Portfolio Overlap Analysis · Nippon vs SBI

46.5%
High Overlap
17 common stocks · Rank #1511 of 28,292 pairs
Fund A
NIPPON INDIA LARGE CAP FUND
Nippon · Large Cap

Common Holdings (10)

StockWt% in NIPPON INDIA LARGE CAPWt% in SBI ESG Exclusionary StrategyOverlap
HDFC Bank Limited
Banks
8.82%8.66%8.66%
ICICI Bank Limited
Banks
7.02%8.46%7.02%
Larsen & Toubro Limited
Construction
4.24%5.06%4.24%
Axis Bank Limited
Banks
4.20%5.17%4.20%
State Bank of India
Banks
3.99%5.61%3.99%
Infosys Limited
IT - Software
2.94%4.96%2.94%
Bajaj Finance Limited
Finance
2.80%3.78%2.80%
Reliance Industries Limited
Petroleum Products
5.30%2.54%2.54%
Maruti Suzuki India Limited
Automobiles
2.31%4.14%2.31%
Kotak Mahindra Bank Limited
Banks
2.02%3.88%2.02%

Unique to NIPPON INDIA LARGE CAP

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

Unique to SBI ESG Exclusionary Strategy

  • Ultratech Cement Ltd.3.74%

Sector Overlap Breakdown

Banks
25.9% (5)
Construction
4.2% (1)
IT - Software
2.9% (1)
Finance
2.8% (1)
Petroleum Products
2.5% (1)
Automobiles
2.3% (1)
Electrical Equipment
1.9% (2)
Cement & Cement Products
1.4% (1)
Pharmaceuticals & Biotechnology
1.1% (1)
Leisure Services
1.0% (1)
Personal Products
0.3% (1)
Industrial Manufacturing
0.1% (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.