NIPPON INDIA MULTI CAP FUND (Multi Cap Fund - An Open Ended Equity Scheme Investing Across Large Cap, Mid Cap, Small Cap Stocks) vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Portfolio Overlap Analysis · Nippon vs Nippon
44.9%
High Overlap
43 common stocks · Rank #1771 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in NIPPON INDIA MULTI CAP FUND (M | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 5.69% | 7.08% | 5.69% |
ICICI Bank Limited Banks | 4.37% | 7.59% | 4.37% |
Axis Bank Limited Banks | 3.85% | 3.20% | 3.20% |
Infosys Limited IT - Software | 2.54% | 2.86% | 2.54% |
NTPC Limited Power | 2.24% | 2.93% | 2.24% |
Reliance Industries Limited Petroleum Products | 2.21% | 4.56% | 2.21% |
Larsen & Toubro Limited Construction | 1.93% | 3.62% | 1.93% |
State Bank of India Banks | 1.89% | 3.99% | 1.89% |
Samvardhana Motherson International Limited Auto Components | 1.72% | 1.89% | 1.72% |
Bajaj Finance Limited Finance | 1.64% | 2.86% | 1.64% |
Unique to NIPPON INDIA MULTI CAP FUND (M
- GE Vernova T&D India Limited3.04%
- Max Financial Services Limited2.48%
- Linde India Limited2.02%
Unique to NIPPON INDIA RETIREMENT FUND -
- Bharti Airtel Limited2.69%
Sector Overlap Breakdown
Banks15.2% (4)
Power4.0% (4)
Pharmaceuticals & Biotechnology3.7% (6)
IT - Software2.5% (1)
Petroleum Products2.2% (1)
Construction2.1% (2)
Consumer Durables1.9% (2)
Auto Components1.7% (1)
Finance1.6% (1)
Retailing1.6% (3)
Automobiles1.2% (1)
Beverages1.1% (2)
Transport Services1.0% (2)
Leisure Services0.8% (2)
Financial Technology (Fintech)0.7% (1)
Textiles & Apparels0.7% (1)
Insurance0.6% (2)
Personal Products0.5% (1)
Healthcare Services0.4% (1)
Chemicals & Petrochemicals0.4% (1)
Entertainment0.3% (1)
Industrial Manufacturing0.3% (1)
Electrical Equipment0.3% (1)
Aerospace & Defense0.1% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for NIPPON INDIA MULTI CAP FUND (M
- vs NIPPON INDIA LARGE CAP54.2% · 47 stocks
- vs Nippon India Flexi Cap49.1% · 46 stocks
- vs Nippon India ELSS Tax Saver44.5% · 34 stocks
- vs NIPPON INDIA BALANCED ADVANTAG43.5% · 42 stocks
- vs HDFC Multi Cap41.8% · 49 stocks
More comparisons for NIPPON INDIA RETIREMENT FUND -
- vs Nippon India Flexi Cap57.1% · 37 stocks
- vs SBI BSE 100 ETF56.7% · 42 stocks
- vs NIPPON INDIA LARGE CAP55.9% · 32 stocks
- vs Parag Parikh Large Cap55.6% · 36 stocks
- vs HDFCN100ET55.5% · 36 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.