NIPPON INDIA QUANT FUND vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME

Portfolio Overlap Analysis · Nippon vs Nippon

52.6%
High Overlap
21 common stocks · Rank #832 of 28,292 pairs
Fund A
NIPPON INDIA QUANT FUND
Nippon · Equity - Other
Fund B
NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA QUANTWt% in NIPPON INDIA RETIREMENT FUND -Overlap
ICICI Bank Limited
Banks
7.35%7.59%7.35%
HDFC Bank Limited
Banks
5.92%7.08%5.92%
Reliance Industries Limited
Petroleum Products
5.95%4.56%4.56%
State Bank of India
Banks
6.09%3.99%3.99%
Larsen & Toubro Limited
Construction
5.51%3.62%3.62%
Infosys Limited
IT - Software
3.71%2.86%2.86%
NTPC Limited
Power
2.72%2.93%2.72%
Bharti Airtel Limited
Telecom - Services
3.68%2.69%2.69%
Mahindra & Mahindra Limited
Automobiles
3.32%2.54%2.54%
Bajaj Finance Limited
Finance
2.12%2.86%2.12%

Unique to NIPPON INDIA QUANT

  • Bharat Electronics Limited3.76%

Unique to NIPPON INDIA RETIREMENT FUND -

  • Axis Bank Limited3.20%

Sector Overlap Breakdown

Banks
17.3% (3)
IT - Software
4.7% (2)
Petroleum Products
4.6% (1)
Finance
4.2% (3)
Construction
3.6% (1)
Automobiles
3.4% (2)
Power
2.7% (1)
Telecom - Services
2.7% (1)
Insurance
1.8% (1)
Diversified Metals
1.6% (1)
Industrial Products
1.6% (1)
Capital Markets
1.6% (1)
Pharmaceuticals & Biotechnology
1.3% (1)
Healthcare Services
0.9% (1)
Food Products
0.8% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for NIPPON INDIA QUANT

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