NIPPON INDIA LARGE CAP FUND vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN

Portfolio Overlap Analysis · Nippon vs SBI

38.8%
Moderate Overlap
17 common stocks · Rank #2973 of 28,292 pairs
Fund A
NIPPON INDIA LARGE CAP FUND
Nippon · Large Cap
Fund B
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE HYBRID PLAN
SBI · Aggressive Hybrid

Common Holdings (10)

StockWt% in NIPPON INDIA LARGE CAPWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Limited
Banks
8.82%6.30%6.30%
ICICI Bank Limited
Banks
7.02%4.67%4.67%
Reliance Industries Limited
Petroleum Products
5.30%4.42%4.42%
Larsen & Toubro Limited
Construction
4.24%3.54%3.54%
State Bank of India
Banks
3.99%3.51%3.51%
Infosys Limited
IT - Software
2.94%2.53%2.53%
Axis Bank Limited
Banks
4.20%2.46%2.46%
Maruti Suzuki India Limited
Automobiles
2.31%3.16%2.31%
Kotak Mahindra Bank Limited
Banks
2.02%2.11%2.02%
Bajaj Finance Limited
Finance
2.80%1.88%1.88%

Unique to NIPPON INDIA LARGE CAP

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

Unique to SBI RETIREMENT BENEFIT FUND -

  • Ultratech Cement Ltd.2.58%

Sector Overlap Breakdown

Banks
19.0% (5)
Petroleum Products
4.4% (1)
Construction
3.5% (1)
IT - Software
2.5% (1)
Finance
2.4% (2)
Automobiles
2.3% (1)
Cement & Cement Products
1.4% (1)
Pharmaceuticals & Biotechnology
1.1% (1)
Leisure Services
1.0% (1)
Electrical Equipment
0.7% (1)
Realty
0.3% (1)
Industrial Manufacturing
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for NIPPON INDIA LARGE CAP

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