NIPPON INDIA LARGE CAP FUND vs TATA LARGE CAP FUND
Nippon vs Tata· Portfolio Overlap Analysis
55.4%High Overlap
21 common stocksRank #6802 / 20,000
Investor takeaway: At 55.4% 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 (21)
| Stock | Wt% in NIPPON INDIA LARGE CAP | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.82% | 8.20% | 8.20% |
ICICI Bank Limited Banks | 7.02% | 9.12% | 7.02% |
Reliance Industries Limited Petroleum Products | 5.30% | 5.26% | 5.26% |
Axis Bank Limited Banks | 4.20% | 4.08% | 4.08% |
Larsen & Toubro Limited Construction | 4.24% | 3.58% | 3.58% |
State Bank of India Banks | 3.99% | 3.54% | 3.54% |
Infosys Limited IT - Software | 2.94% | 3.54% | 2.94% |
Bajaj Finance Limited Finance | 2.80% | 3.04% | 2.80% |
Mahindra & Mahindra Limited Automobiles | 2.44% | 2.89% | 2.44% |
Tata Consultancy Services Limited IT - Software | 2.41% | 2.86% | 2.41% |
Hindustan Unilever Limited Diversified FMCG | 2.29% | 2.64% | 2.29% |
Kotak Mahindra Bank Limited Banks | 2.02% | 3.72% | 2.02% |
NTPC Limited Power | 2.48% | 1.79% | 1.79% |
Samvardhana Motherson International Limited Auto Components | 1.65% | 2.32% | 1.65% |
Tata Steel Limited Ferrous Metals | 1.28% | 2.56% | 1.28% |
InterGlobe Aviation Limited Transport Services | 1.07% | 1.56% | 1.07% |
HDFC Life Insurance Company Limited Insurance | 0.77% | 1.93% | 0.77% |
Siemens Limited Electrical Equipment | 0.72% | 0.71% | 0.71% |
Hyundai Motor India Ltd Automobiles | 0.71% | 1.32% | 0.71% |
Tech Mahindra Limited IT - Software | 0.66% | 1.85% | 0.66% |
Honeywell Automation India Limited Industrial Manufacturing | 0.14% | 0.50% | 0.14% |
Unique to NIPPON INDIA LARGE CAP
- GE Vernova T&D India Limited2.82%
- ITC Limited2.61%
Unique to TATA LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks24.9% (5)
IT - Software6.0% (3)
Petroleum Products5.3% (1)
Construction3.6% (1)
Automobiles3.1% (2)
Finance2.8% (1)
Diversified FMCG2.3% (1)
Power1.8% (1)
Auto Components1.6% (1)
Ferrous Metals1.3% (1)
Transport Services1.1% (1)
Insurance0.8% (1)
Electrical Equipment0.7% (1)
Industrial Manufacturing0.1% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.