Axis Large Cap Fund vs Mahindra Manulife Large Cap Fund
Axis vs Mahindra· Portfolio Overlap Analysis
60.2%High Overlap
27 common stocksRank #5077 / 20,000
Investor takeaway: These funds overlap 60.2%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (27)
| Stock | Wt% in Axis Large Cap | Wt% in Mahindra Manulife Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.73% | 9.06% | 8.73% |
HDFC Bank Limited Banks | 8.30% | 8.55% | 8.30% |
Reliance Industries Limited Petroleum Products | 6.06% | 7.77% | 6.06% |
Larsen & Toubro Limited Construction | 5.24% | 4.33% | 4.33% |
Infosys Limited IT - Software | 4.04% | 4.41% | 4.04% |
Bharti Airtel Limited Telecom - Services | 4.41% | 3.90% | 3.90% |
State Bank of India Banks | 4.22% | 3.83% | 3.83% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 2.62% | 2.62% |
Titan Company Limited Consumer Durables | 1.94% | 1.89% | 1.89% |
Kotak Mahindra Bank Limited Banks | 3.61% | 1.77% | 1.77% |
Shriram Finance Limited Finance | 1.69% | 1.80% | 1.69% |
Pidilite Industries Limited Chemicals & Petrochemicals | 1.56% | 1.41% | 1.41% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.40% | 1.45% | 1.40% |
NTPC Limited Power | 1.19% | 2.17% | 1.19% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.38% | 1.08% | 1.08% |
TVS Motor Company Limited Automobiles | 0.99% | 1.39% | 0.99% |
Tech Mahindra Limited IT - Software | 0.95% | 1.55% | 0.95% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.07% | 0.87% | 0.87% |
Tata Consultancy Services Limited IT - Software | 0.83% | 3.29% | 0.83% |
Axis Bank Limited Banks | 0.80% | 4.28% | 0.80% |
Trent Limited Retailing | 0.59% | 0.90% | 0.59% |
Hyundai Motor India Ltd Automobiles | 0.55% | 0.88% | 0.55% |
LG Electronics India Ltd Consumer Durables | 0.50% | 0.65% | 0.50% |
Britannia Industries Limited Food Products | 0.50% | 1.42% | 0.50% |
Cummins India Limited Industrial Products | 0.60% | 0.47% | 0.47% |
Avenue Supermarts Limited Retailing | 0.45% | 1.46% | 0.45% |
Hindustan Unilever Limited Diversified FMCG | 0.44% | 3.00% | 0.44% |
Unique to Axis Large Cap
- Bajaj Finance Limited3.91%
Unique to Mahindra Manulife Large Cap
- Bajaj Finserv Limited4.73%
Sector Overlap Breakdown
Banks23.4% (5)
Petroleum Products6.1% (1)
IT - Software5.8% (3)
Construction4.3% (1)
Automobiles4.2% (3)
Telecom - Services3.9% (1)
Consumer Durables2.4% (2)
Pharmaceuticals & Biotechnology1.9% (2)
Finance1.7% (1)
Chemicals & Petrochemicals1.4% (1)
Agricultural, Commercial & Construction Vehicles1.4% (1)
Power1.2% (1)
Retailing1.0% (2)
Food Products0.5% (1)
Industrial Products0.5% (1)
Diversified FMCG0.4% (1)
More comparisons for Axis Large Cap
- vs CANARA ROBECO LARGE CAP73.0% · 39 stocks
- vs PGIM INDIA LARGE CAP65.5% · 35 stocks
- vs HDFC NIFTY 50 ETF65.1% · 29 stocks
- vs HDFC Nifty 50 Index65.1% · 29 stocks
- vs ICICI Prudential Nifty 50 ETF65.1% · 29 stocks
More comparisons for Mahindra Manulife Large Cap
- vs Mahindra Manulife Flexi Cap64.6% · 31 stocks
- vs HDFC NIFTY 50 ETF64.1% · 23 stocks
- vs HDFC Nifty 50 Index64.1% · 23 stocks
- vs ICICI Prudential Nifty 50 ETF64.1% · 23 stocks
- vs Mirae Asset Nifty 50 ETF64.1% · 23 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.