ADITYA BIRLA SUN LIFE BANKING AND FINANCIAL SERVICES FUND vs Mahindra Manulife Banking & Financial Services Fund
ABSL vs Mahindra· Portfolio Overlap Analysis
65.2%High Overlap
18 common stocksRank #3802 / 5,000
Investor takeaway: These funds overlap 65.2%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (18)
| Stock | Wt% in ADITYA BIRLA SUN LIFE BANKING | Wt% in Mahindra Manulife Banking & Fi | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 13.96% | 13.27% | 13.27% |
HDFC Bank Limited Banks | 13.07% | 11.61% | 11.61% |
Axis Bank Limited Banks | 8.67% | 8.52% | 8.52% |
State Bank of India Banks | 6.28% | 6.69% | 6.28% |
Bajaj Finance Limited Finance | 5.79% | 5.89% | 5.79% |
Kotak Mahindra Bank Limited Banks | 4.01% | 4.08% | 4.01% |
Shriram Finance Ltd Finance | 3.52% | 3.34% | 3.34% |
SBI Life Insurance Company Limited Insurance | 2.46% | 2.45% | 2.45% |
Bank of Maharashtra Banks | 2.55% | 2.17% | 2.17% |
ICICI Prudential Mutual Fund Capital Markets | 1.62% | 2.75% | 1.62% |
Tata Capital Limited Finance | 1.81% | 1.28% | 1.28% |
PNB Housing Finance Limited Finance | 2.06% | 0.97% | 0.97% |
Ujjivan Small Finance Bank Limited Banks | 0.80% | 2.88% | 0.80% |
ICICI Lombard General Insurance Company Limited Insurance | 2.93% | 0.75% | 0.75% |
Karur Vysya Bank Ltd/The Banks | 0.66% | 1.41% | 0.66% |
PRUDENT CORPORATE ADVISORY SERVICES LTD Capital Markets | 0.65% | 0.70% | 0.65% |
Repco Home Finance Limited Finance | 0.53% | 0.55% | 0.53% |
PB Fintech Limited Financial Technology (Fintech) | 1.46% | 0.49% | 0.49% |
Unique to ADITYA BIRLA SUN LIFE BANKING
- AU Small Finance Bank Limited3.51%
Unique to Mahindra Manulife Banking & Fi
- Aditya Birla Capital Limited3.06%
- Cholamandalam Investment and Finance Company Limited2.87%
Sector Overlap Breakdown
Banks47.3% (8)
Finance11.9% (5)
Insurance3.2% (2)
Capital Markets2.3% (2)
Financial Technology (Fintech)0.5% (1)
More comparisons for ADITYA BIRLA SUN LIFE BANKING
- vs HDFC Banking & Financial Servi70.6% · 19 stocks
- vs Kotak Banking and Financial Se64.5% · 18 stocks
- vs Mirae Asset Nifty Financial Se61.3% · 11 stocks
- vs TATA NIFTY FINANCIAL SERVICES 61.3% · 11 stocks
- vs TATA BANKING & FINANCIAL SERVI60.9% · 16 stocks
More comparisons for Mahindra Manulife Banking & Fi
- vs Kotak Banking and Financial Se65.2% · 17 stocks
- vs HDFC Banking & Financial Servi65.1% · 17 stocks
- vs DSP Banking & Financial Servic63.8% · 22 stocks
- vs Baroda BNP Paribas Banking & F63.2% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.