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Nippon India Balanced Advantage Fund vs BANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTH

Stock-level portfolio overlap from each fund’s latest monthly disclosure. Analytics, not advice.

Portfolio overlap
30.65%
meaningful overlap
What this means

A substantial share of your money would sit in the same stocks through both funds. Worth knowing before treating them as diversification. Overlap is the sum of the minimum weight each shared stock has in the two portfolios — 26 stocks appear in both funds.

Stocks held by both funds

StockSectorNippon India Balanced Advantage FundBANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTHOverlap
ICICI Bank LimitedBanks5.39%3.73%3.73%
HDFC Bank LimitedBanks5.39%2.84%2.84%
Reliance Industries LimitedPetroleum Products2.76%4.01%2.76%
Bharti Airtel LimitedTelecom - Services2.58%2.23%2.23%
State Bank of IndiaBanks2.32%2.00%2.00%
NTPC LimitedPower2.11%1.66%1.66%
Axis Bank LimitedBanks2.59%1.42%1.42%
Larsen & Toubro LimitedConstruction1.96%1.39%1.39%
Bajaj Finance LimitedFinance1.76%1.32%1.32%
Mahindra & Mahindra LimitedAutomobiles2.09%1.08%1.08%
ITC LimitedDiversified FMCG1.07%1.62%1.07%
Kotak Mahindra Bank LimitedBanks1.33%1.02%1.02%
Eternal LimitedRetailing1.36%0.95%0.95%
Tata Power Company LimitedPower0.82%0.84%0.82%
Infosys LimitedIT - Software2.43%0.80%0.80%
Britannia Industries LimitedFood Products0.76%1.15%0.76%
Sun Pharmaceutical Industries LimitedPharmaceuticals & Biotechnology0.76%0.77%0.76%
Tech Mahindra LimitedIT - Software0.73%0.62%0.62%
Hindustan Unilever LimitedDiversified FMCG0.70%0.62%0.62%
Tata Steel LimitedFerrous Metals0.72%0.58%0.58%
SBI Life Insurance Company LimitedInsurance0.77%0.56%0.56%
Maruti Suzuki India LimitedAutomobiles0.77%0.50%0.50%
IndiGrid Infrastructure TrustPower0.44%1.57%0.44%
Dr. Reddy's Laboratories LimitedPharmaceuticals & Biotechnology0.36%0.40%0.36%
InterGlobe Aviation LimitedTransport Services0.69%0.32%0.32%
This is just two funds. Import your CAS and see the overlap across everything you own — free.
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