How much do Lic Mf Balanced Advantage Fund and Nippon India Multi Asset Fund overlap?

They share 12 common holdings, a weighted portfolio overlap of about 15.98% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 15.98% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

Lic Mf Balanced Advantage Fund vs Nippon India Multi Asset Fund

LIC MF · HybridNippon India MF · Hybrid· as on May 2026

Weighted portfolio overlap

15.98%

Low overlap

Common

Only Lic

Only Nippon

12 of 114 unique stocks in common · Jaccard: 10.5%

Common holdings

Stock	in Lic	in Nippon
HDFC BankBanks	4.83%	3.53%
ICICI BankBanks	4.55%	3.13%
Larsen & ToubroConstruction	2.58%	1.84%
Axis BankBanks	1.55%	1.35%
NTPCPower	1.30%	1.44%
Power Finance CorporationFinance	1.63%	1.27%
Tata Power CompanyPower	1.40%	1.01%
Bharat Heavy ElectricalsElectrical Equipment	1.60%	0.72%
Hindalco IndustriesNon - Ferrous Metals	1.38%	0.57%
Torrent PharmaceuticalsPharmaceuticals & Biotechnology	1.73%	0.51%
Tech MahindraIT - Software	0.50%	0.81%
HCL TechnologiesIT - Software	0.25%	0.35%

FAQ

How much do Lic Mf Balanced Advantage Fund and Nippon India Multi Asset Fund overlap?: They share 12 common holdings, a weighted portfolio overlap of about 15.98% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 15.98% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

Weighted overlap = Σ min(weight in fund A, weight in fund B) across shared stocks, from each fund's latest public monthly portfolio (as on May 2026). Equity holdings only, ISIN-verified. Not investment advice.