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)

StockWt% in NIPPON INDIA RETIREMENT FUND -Wt% in TATA LARGE CAPOverlap
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

Banks
21.4% (4)
IT - Software
4.7% (2)
Petroleum Products
4.6% (1)
Construction
3.6% (1)
Finance
2.9% (1)
Automobiles
2.5% (1)
Telecom - Services
2.2% (1)
Auto Components
1.9% (1)
Food Products
1.9% (2)
Power
1.8% (1)
Transport Services
1.5% (1)
Ferrous Metals
0.8% (1)
Non - Ferrous Metals
0.4% (1)
IT - Services
0.1% (1)

More comparisons for NIPPON INDIA RETIREMENT FUND -

More comparisons for TATA LARGE CAP

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.