1 fund hold both · as on Apr 2024
Comparing mutual fund co-ownership helps identify hidden asset concentration. Our reverse lookup database shows that 1 mutual funds hold active equity positions in both Sun Pharmaceutical Industries and Wheels India. The scheme with the highest combined exposure is Nippon India ELSS Tax Saver Fund (Nippon India MF), which holds a 1.36% stake in Sun Pharmaceutical Industries and a 0.60% stake in Wheels India, amounting to a combined conviction weight of 1.96%.
When multiple mutual funds in your portfolio double-up on the same stock pairs, it limits your diversification benefits. If you also hold either of these companies directly in your demat account, your aggregate exposure is amplified. This co-ownership pattern is standard among index-tracking products but represents active, concentrated strategies in equity schemes.
| Fund | Sun wt. | Wheels wt. | Combined |
|---|---|---|---|
| Nippon India ELSS Tax Saver FundNippon India MF · ELSS (Tax Saver) | 1.36% | 0.60% |
“Holds both” = the fund discloses an equity position in each stock in its latest public monthly portfolio (as on Apr 2024). Weight = the position as a % of that fund's portfolio. ISIN-verified from AMC disclosures. Not investment advice.