NIPPON INDIA QUANT FUND vs SBI ESG Exclusionary Strategy Fund
Portfolio Overlap Analysis · Nippon vs SBI
41.7%
High Overlap
12 common stocks · Rank #2301 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in NIPPON INDIA QUANT | Wt% in SBI ESG Exclusionary Strategy | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.35% | 8.46% | 7.35% |
HDFC Bank Limited Banks | 5.92% | 8.66% | 5.92% |
State Bank of India Banks | 6.09% | 5.61% | 5.61% |
Larsen & Toubro Limited Construction | 5.51% | 5.06% | 5.06% |
Infosys Limited IT - Software | 3.71% | 4.96% | 3.71% |
TVS Motor Company Limited Automobiles | 2.58% | 2.72% | 2.58% |
Reliance Industries Limited Petroleum Products | 5.95% | 2.54% | 2.54% |
Eicher Motors Limited Automobiles | 2.14% | 2.19% | 2.14% |
Bajaj Finance Limited Finance | 2.12% | 3.78% | 2.12% |
Maruti Suzuki India Limited Automobiles | 2.03% | 4.14% | 2.03% |
Unique to NIPPON INDIA QUANT
- Bharat Electronics Limited3.76%
- Bharti Airtel Limited3.68%
- Mahindra & Mahindra Limited3.32%
- NTPC Limited2.72%
Unique to SBI ESG Exclusionary Strategy
- Axis Bank Ltd.5.17%
- Kotak Mahindra Bank Ltd.3.88%
- Ultratech Cement Ltd.3.74%
Sector Overlap Breakdown
Banks18.9% (3)
Automobiles6.8% (3)
Construction5.1% (1)
IT - Software3.7% (1)
Petroleum Products2.5% (1)
Finance2.1% (1)
Food Products1.5% (1)
Retailing1.2% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for SBI ESG Exclusionary Strategy
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- vs SBI RETIREMENT BENEFIT FUND - 60.5% · 35 stocks
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- vs SBI Large Cap50.4% · 18 stocks
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.