Axis ELSS Tax Saver Fund vs Mahindra Manulife Flexi Cap Fund

Axis vs Mahindra· Portfolio Overlap Analysis

48.1%High Overlap
29 common stocksRank #12110 / 20,000

Investor takeaway: At 48.1% 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 (29)

StockWt% in Axis ELSS Tax SaverWt% in Mahindra Manulife Flexi CapOverlap
ICICI Bank Limited
Banks
7.31%7.99%7.31%
HDFC Bank Limited
Banks
6.54%7.38%6.54%
Infosys Limited
IT - Software
3.38%3.73%3.38%
Bajaj Finance Limited
Finance
3.34%3.55%3.34%
State Bank of India
Banks
2.99%3.01%2.99%
Larsen & Toubro Limited
Construction
2.97%2.86%2.86%
Reliance Industries Limited
Petroleum Products
2.82%4.97%2.82%
UltraTech Cement Limited
Cement & Cement Products
2.20%2.00%2.00%
Bharti Airtel Limited
Telecom - Services
3.71%1.73%1.73%
Tata Consultancy Services Limited
IT - Software
1.67%2.87%1.67%
Axis Bank Limited
Banks
1.65%3.62%1.65%
Titan Company Limited
Consumer Durables
1.34%1.72%1.34%
TVS Motor Company Limited
Automobiles
1.17%1.44%1.17%
Tata Steel Limited
Ferrous Metals
1.04%1.04%1.04%
Hindustan Unilever Limited
Diversified FMCG
1.02%2.59%1.02%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
0.94%0.96%0.94%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.91%1.38%0.91%
Mahindra & Mahindra Limited
Automobiles
2.61%0.83%0.83%
Navin Fluorine International Limited
Chemicals & Petrochemicals
0.71%0.76%0.71%
Vishal Mega Mart Limited
Retailing
0.98%0.64%0.64%
ICICI Lombard General Insurance Company Limited
Insurance
0.54%0.78%0.54%
Avenue Supermarts Limited
Retailing
0.46%1.52%0.46%
UNO Minda Limited
Auto Components
0.43%1.28%0.43%
LG Electronics India Ltd
Consumer Durables
0.36%0.86%0.36%
Cummins India Limited
Industrial Products
1.00%0.32%0.32%
Jyoti CNC Automation Ltd
Industrial Manufacturing
0.32%0.85%0.32%
Tech Mahindra Limited
IT - Software
0.27%1.30%0.27%
Dixon Technologies (India) Limited
Consumer Durables
0.26%0.92%0.26%
Info Edge (India) Limited
Retailing
0.23%1.11%0.23%

Unique to Axis ELSS Tax Saver

  • Pidilite Industries Limited2.25%

Unique to Mahindra Manulife Flexi Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
18.5% (4)
IT - Software
5.3% (3)
Finance
3.3% (1)
Construction
2.9% (1)
Petroleum Products
2.8% (1)
Cement & Cement Products
2.0% (1)
Automobiles
2.0% (2)
Consumer Durables
2.0% (3)
Telecom - Services
1.7% (1)
Retailing
1.3% (3)
Ferrous Metals
1.0% (1)
Diversified FMCG
1.0% (1)
Pharmaceuticals & Biotechnology
0.9% (1)
Agricultural, Commercial & Construction Vehicles
0.9% (1)
Chemicals & Petrochemicals
0.7% (1)
Insurance
0.5% (1)
Auto Components
0.4% (1)
Industrial Products
0.3% (1)
Industrial Manufacturing
0.3% (1)

More comparisons for Axis ELSS Tax Saver

More comparisons for Mahindra Manulife Flexi Cap

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