NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME vs Shriram Flexi Cap Fund
Nippon vs Shriram· Portfolio Overlap Analysis
44.4%High Overlap
20 common stocksRank #17037 / 20,000
Investor takeaway: At 44.4% 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)
| Stock | Wt% in NIPPON INDIA RETIREMENT FUND - | Wt% in Shriram Flexi Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.08% | 7.33% | 7.08% |
ICICI Bank Limited Banks | 7.59% | 4.98% | 4.98% |
State Bank of India Banks | 3.99% | 4.78% | 3.99% |
Reliance Industries Limited Petroleum Products | 4.56% | 3.19% | 3.19% |
Axis Bank Limited Banks | 3.20% | 3.15% | 3.15% |
Infosys Limited IT - Software | 2.86% | 2.81% | 2.81% |
Bharti Airtel Limited Telecom - Services | 2.69% | 3.85% | 2.69% |
Larsen & Toubro Limited Construction | 3.62% | 2.64% | 2.64% |
NTPC Limited Power | 2.93% | 2.60% | 2.60% |
Mahindra & Mahindra Limited Automobiles | 2.54% | 2.96% | 2.54% |
InterGlobe Aviation Limited Transport Services | 1.54% | 2.13% | 1.54% |
SBI Life Insurance Company Limited Insurance | 1.95% | 1.31% | 1.31% |
Bharat Petroleum Corporation Limited Petroleum Products | 1.23% | 2.05% | 1.23% |
Eternal Limited Retailing | 1.34% | 0.98% | 0.98% |
TVS Motor Company Limited Automobiles | 0.86% | 1.57% | 0.86% |
Tech Mahindra Limited IT - Software | 1.84% | 0.84% | 0.84% |
Varun Beverages Limited Beverages | 1.15% | 0.60% | 0.60% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.87% | 0.54% | 0.54% |
Swiggy Limited Retailing | 0.50% | 0.71% | 0.50% |
Coforge Limited IT - Software | 0.34% | 0.40% | 0.34% |
Unique to NIPPON INDIA RETIREMENT FUND -
- Bajaj Finance Limited2.86%
Unique to Shriram Flexi Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.2% (4)
Petroleum Products4.4% (2)
IT - Software4.0% (3)
Automobiles3.4% (2)
Telecom - Services2.7% (1)
Construction2.6% (1)
Power2.6% (1)
Transport Services1.5% (1)
Retailing1.5% (2)
Insurance1.3% (1)
Beverages0.6% (1)
Healthcare Services0.5% (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 Shriram Flexi Cap
- vs Shriram ELSS Tax Saver96.1% · 70 stocks
- vs Shriram Balanced Advantage54.4% · 43 stocks
- vs Kotak Large Cap53.9% · 25 stocks
- vs Shriram Aggressive Hybrid53.6% · 47 stocks
- vs EDELWEISS LARGE CAP53.4% · 31 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.