NIPPON INDIA QUANT FUND vs PGIM INDIA LARGE CAP FUND

Nippon vs PGIM· Portfolio Overlap Analysis

50.9%High Overlap
20 common stocksRank #9168 / 20,000

Investor takeaway: At 50.9% 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 (20)

StockWt% in NIPPON INDIA QUANTWt% in PGIM INDIA LARGE CAPOverlap
ICICI Bank Limited
Banks
7.35%7.94%7.35%
Reliance Industries Limited
Petroleum Products
5.95%6.64%5.95%
HDFC Bank Limited
Banks
5.92%8.93%5.92%
Larsen & Toubro Limited
Construction
5.51%4.44%4.44%
Bharti Airtel Limited
Telecom - Services
3.68%4.72%3.68%
State Bank of India
Banks
6.09%2.91%2.91%
NTPC Limited
Power
2.72%2.13%2.13%
TVS Motor Company Limited
Automobiles
2.58%2.13%2.13%
Bajaj Finance Limited
Finance
2.12%2.94%2.12%
Maruti Suzuki India Limited
Automobiles
2.03%1.86%1.86%
Infosys Limited
IT - Software
3.71%1.68%1.68%
Mahindra & Mahindra Limited
Automobiles
3.32%1.67%1.67%
Eicher Motors Limited
Automobiles
2.14%1.43%1.43%
Muthoot Finance Limited
Finance
2.24%1.42%1.42%
Britannia Industries Limited
Food Products
1.81%1.28%1.28%
Cummins India Limited
Industrial Products
2.18%1.24%1.24%
Tech Mahindra Limited
IT - Software
2.17%1.21%1.21%
Power Finance Corporation Limited
Finance
2.39%1.14%1.14%
Bharat Electronics Limited
Aerospace & Defense
3.76%0.77%0.77%
Shriram Finance Limited
Finance
2.21%0.56%0.56%

Unique to NIPPON INDIA QUANT

All top holdings are shared with the other fund.

Unique to PGIM INDIA LARGE CAP

  • Kotak Mahindra Bank Ltd.2.94%
  • Tata Consultancy Services Ltd.2.56%
  • Titan Company Ltd.2.30%

Sector Overlap Breakdown

Banks
16.2% (3)
Automobiles
7.1% (4)
Petroleum Products
6.0% (1)
Finance
5.2% (4)
Construction
4.4% (1)
Telecom - Services
3.7% (1)
IT - Software
2.9% (2)
Power
2.1% (1)
Food Products
1.3% (1)
Industrial Products
1.2% (1)
Aerospace & Defense
0.8% (1)

More comparisons for NIPPON INDIA QUANT

More comparisons for PGIM INDIA LARGE CAP

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