NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME vs PGIM INDIA LARGE CAP FUND
Nippon vs PGIM· Portfolio Overlap Analysis
53.7%High Overlap
28 common stocksRank #7419 / 20,000
Investor takeaway: At 53.7% 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 (28)
| Stock | Wt% in NIPPON INDIA RETIREMENT FUND - | Wt% in PGIM INDIA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.59% | 7.94% | 7.59% |
HDFC Bank Limited Banks | 7.08% | 8.93% | 7.08% |
Reliance Industries Limited Petroleum Products | 4.56% | 6.64% | 4.56% |
Larsen & Toubro Limited Construction | 3.62% | 4.44% | 3.62% |
State Bank of India Banks | 3.99% | 2.91% | 2.91% |
Bajaj Finance Limited Finance | 2.86% | 2.94% | 2.86% |
Bharti Airtel Limited Telecom - Services | 2.69% | 4.72% | 2.69% |
NTPC Limited Power | 2.93% | 2.13% | 2.13% |
Infosys Limited IT - Software | 2.86% | 1.68% | 1.68% |
Mahindra & Mahindra Limited Automobiles | 2.54% | 1.67% | 1.67% |
UltraTech Cement Limited Cement & Cement Products | 1.62% | 2.04% | 1.62% |
Titan Company Limited Consumer Durables | 1.38% | 2.30% | 1.38% |
Eternal Limited Retailing | 1.34% | 2.26% | 1.34% |
Cummins India Limited Industrial Products | 1.56% | 1.24% | 1.24% |
Tech Mahindra Limited IT - Software | 1.84% | 1.21% | 1.21% |
Varun Beverages Limited Beverages | 1.15% | 2.11% | 1.15% |
Power Finance Corporation Limited Finance | 1.32% | 1.14% | 1.14% |
Samvardhana Motherson International Limited Auto Components | 1.89% | 1.08% | 1.08% |
TVS Motor Company Limited Automobiles | 0.86% | 2.13% | 0.86% |
JSW Steel Limited Ferrous Metals | 0.81% | 1.11% | 0.81% |
United Spirits Limited Beverages | 1.21% | 0.79% | 0.79% |
Britannia Industries Limited Food Products | 0.77% | 1.28% | 0.77% |
PB Fintech Limited Financial Technology (Fintech) | 0.76% | 1.06% | 0.76% |
Dixon Technologies (India) Limited Consumer Durables | 0.97% | 0.68% | 0.68% |
Shriram Finance Limited Finance | 0.78% | 0.56% | 0.56% |
Cholamandalam Investment and Finance Company Ltd Finance | 0.96% | 0.54% | 0.54% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 0.53% | 1.35% | 0.53% |
Hindalco Industries Limited Non - Ferrous Metals | 0.44% | 0.65% | 0.44% |
Unique to NIPPON INDIA RETIREMENT FUND -
- Axis Bank Limited3.20%
Unique to PGIM INDIA LARGE CAP
- Kotak Mahindra Bank Ltd.2.94%
- Tata Consultancy Services Ltd.2.56%
Sector Overlap Breakdown
Banks17.6% (3)
Finance5.1% (4)
Petroleum Products4.6% (1)
Construction3.6% (1)
IT - Software2.9% (2)
Telecom - Services2.7% (1)
Automobiles2.5% (2)
Power2.1% (1)
Consumer Durables2.1% (2)
Beverages1.9% (2)
Cement & Cement Products1.6% (1)
Retailing1.3% (1)
Industrial Products1.2% (1)
Auto Components1.1% (1)
Ferrous Metals0.8% (1)
Food Products0.8% (1)
Financial Technology (Fintech)0.8% (1)
Pharmaceuticals & Biotechnology0.5% (1)
Non - Ferrous Metals0.4% (1)
More comparisons for NIPPON INDIA RETIREMENT FUND -
- vs CANARA ROBECO LARGE CAP62.5% · 35 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA59.5% · 36 stocks
- vs CANARA ROBECO FLEXICAP58.5% · 36 stocks
- vs Kotak Large Cap57.6% · 25 stocks
- vs Nippon India Flexi Cap57.1% · 37 stocks
More comparisons for PGIM INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.