NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME vs TATA LARGE CAP FUND
Nippon vs Tata· Portfolio Overlap Analysis
50.2%High Overlap
19 common stocksRank #10004 / 20,000
Investor takeaway: At 50.2% 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 (19)
| Stock | Wt% in NIPPON INDIA RETIREMENT FUND - | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.59% | 9.12% | 7.59% |
HDFC Bank Limited Banks | 7.08% | 8.20% | 7.08% |
Reliance Industries Limited Petroleum Products | 4.56% | 5.26% | 4.56% |
Larsen & Toubro Limited Construction | 3.62% | 3.58% | 3.58% |
State Bank of India Banks | 3.99% | 3.54% | 3.54% |
Axis Bank Limited Banks | 3.20% | 4.08% | 3.20% |
Bajaj Finance Limited Finance | 2.86% | 3.04% | 2.86% |
Infosys Limited IT - Software | 2.86% | 3.54% | 2.86% |
Mahindra & Mahindra Limited Automobiles | 2.54% | 2.89% | 2.54% |
Bharti Airtel Limited Telecom - Services | 2.69% | 2.19% | 2.19% |
Samvardhana Motherson International Limited Auto Components | 1.89% | 2.32% | 1.89% |
Tech Mahindra Limited IT - Software | 1.84% | 1.85% | 1.84% |
NTPC Limited Power | 2.93% | 1.79% | 1.79% |
InterGlobe Aviation Limited Transport Services | 1.54% | 1.56% | 1.54% |
Nestle India Limited Food Products | 1.11% | 1.43% | 1.11% |
JSW Steel Limited Ferrous Metals | 0.81% | 2.41% | 0.81% |
Britannia Industries Limited Food Products | 0.77% | 1.07% | 0.77% |
Hindalco Industries Limited Non - Ferrous Metals | 0.44% | 1.00% | 0.44% |
Cyient Limited IT - Services | 0.05% | 0.66% | 0.05% |
Unique to NIPPON INDIA RETIREMENT FUND -
All top holdings are shared with the other fund.
Unique to TATA LARGE CAP
- KOTAK MAHINDRA BANK LTD.3.72%
Sector Overlap Breakdown
Banks21.4% (4)
IT - Software4.7% (2)
Petroleum Products4.6% (1)
Construction3.6% (1)
Finance2.9% (1)
Automobiles2.5% (1)
Telecom - Services2.2% (1)
Auto Components1.9% (1)
Food Products1.9% (2)
Power1.8% (1)
Transport Services1.5% (1)
Ferrous Metals0.8% (1)
Non - Ferrous Metals0.4% (1)
IT - Services0.1% (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 TATA LARGE CAP
- vs ADITYA BIRLA SUN LIFE BSE SENS61.5% · 19 stocks
- vs HDFC BSE SENSEX ETF61.5% · 19 stocks
- vs HDFC BSE Sensex Index61.5% · 19 stocks
- vs ICICI Prudential BSE Sensex ET61.5% · 19 stocks
- vs Kotak BSE Sensex ETF61.5% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.