NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME vs SBI ESG Exclusionary Strategy Fund
Portfolio Overlap Analysis · Nippon vs SBI
38.8%
Moderate Overlap
14 common stocks · Rank #2962 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in NIPPON INDIA RETIREMENT FUND - | Wt% in SBI ESG Exclusionary Strategy | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.59% | 8.46% | 7.59% |
HDFC Bank Limited Banks | 7.08% | 8.66% | 7.08% |
State Bank of India Banks | 3.99% | 5.61% | 3.99% |
Larsen & Toubro Limited Construction | 3.62% | 5.06% | 3.62% |
Axis Bank Limited Banks | 3.20% | 5.17% | 3.20% |
Infosys Limited IT - Software | 2.86% | 4.96% | 2.86% |
Bajaj Finance Limited Finance | 2.86% | 3.78% | 2.86% |
Reliance Industries Limited Petroleum Products | 4.56% | 2.54% | 2.54% |
UltraTech Cement Limited Cement & Cement Products | 1.62% | 3.74% | 1.62% |
TVS Motor Company Limited Automobiles | 0.86% | 2.72% | 0.86% |
Unique to NIPPON INDIA RETIREMENT FUND -
- NTPC Limited2.93%
- Bharti Airtel Limited2.69%
Unique to SBI ESG Exclusionary Strategy
- Maruti Suzuki India Ltd.4.14%
- Kotak Mahindra Bank Ltd.3.88%
Sector Overlap Breakdown
Banks21.9% (4)
Construction3.6% (1)
IT - Software2.9% (1)
Finance2.9% (1)
Petroleum Products2.5% (1)
Cement & Cement Products1.6% (1)
Automobiles0.9% (1)
Textiles & Apparels0.8% (1)
Food Products0.8% (1)
Leisure Services0.6% (1)
Non - Ferrous Metals0.4% (1)
Analysis
AI-generated comparative analysis coming soon.
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
More comparisons for SBI ESG Exclusionary Strategy
- vs SBI RETIREMENT BENEFIT FUND - 72.3% · 35 stocks
- vs SBI RETIREMENT BENEFIT FUND - 60.5% · 35 stocks
- vs SBI Dividend Yield52.3% · 21 stocks
- vs SBI Large Cap50.4% · 18 stocks
- vs HDFC BSE Sensex Index49.5% · 12 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.