Bajaj Finserv Balanced Advantage Fund vs Bajaj Finserv Large and Midcap Fund

Bajaj vs Bajaj· Portfolio Overlap Analysis

45.1%High Overlap
30 common stocksRank #15921 / 20,000

Investor takeaway: At 45.1% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (30)

StockWt% in Bajaj Finserv Balanced AdvantaWt% in Bajaj Finserv Large and MidcapOverlap
HDFC Bank Limited
Banks
7.92%4.84%4.84%
ICICI Bank Limited
Banks
4.55%4.10%4.10%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
3.39%3.21%3.21%
Larsen & Toubro Limited
Construction
3.48%3.19%3.19%
State Bank of India
Banks
4.25%3.06%3.06%
Mahindra & Mahindra Limited
Automobiles
2.00%1.99%1.99%
Reliance Industries Limited
Petroleum Products
3.48%1.97%1.97%
Axis Bank Limited
Banks
2.77%1.83%1.83%
Schaeffler India Limited
Auto Components
1.80%2.14%1.80%
Tata Steel Limited
Ferrous Metals
2.02%1.74%1.74%
Eternal Limited
Retailing
1.50%1.77%1.50%
Vedanta Limited
Diversified Metals
1.82%1.39%1.39%
Titan Company Limited
Consumer Durables
1.39%2.63%1.39%
Shriram Finance Limited
Finance
1.30%2.05%1.30%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.87%1.26%1.26%
Bharti Airtel Limited
Telecom - Services
1.44%1.16%1.16%
The Federal Bank Limited
Banks
1.15%3.39%1.15%
Apollo Hospitals Enterprise Limited
Healthcare Services
2.57%1.14%1.14%
NTPC Limited
Power
1.43%1.11%1.11%
GlaxoSmithKline Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
1.03%1.21%1.03%
Infosys Limited
IT - Software
0.86%2.17%0.86%
Indus Towers Limited
Telecom - Services
0.77%3.05%0.77%
Devyani International Limited
Leisure Services
0.64%0.68%0.64%
RBL Bank Limited
Banks
0.52%0.70%0.52%
Coal India Limited
Consumable Fuels
0.50%1.98%0.50%
Manappuram Finance Limited
Finance
0.49%1.94%0.49%
Sanofi Consumer Healthcare India Limited
Pharmaceuticals & Biotechnology
1.62%0.38%0.38%
Eicher Motors Limited
Automobiles
0.28%1.26%0.28%
Petronet LNG Limited
Gas
0.25%1.61%0.25%
Tata Consumer Products Limited
Agricultural Food & other Products
0.25%2.01%0.25%

Unique to Bajaj Finserv Balanced Advanta

  • Hindustan Unilever Limited3.10%
  • UltraTech Cement Limited3.01%

Unique to Bajaj Finserv Large and Midcap

  • Dalmia Bharat Limited2.89%
  • UNO Minda Limited2.29%

Sector Overlap Breakdown

Banks
15.5% (6)
Pharmaceuticals & Biotechnology
5.9% (4)
Construction
3.2% (1)
Automobiles
2.3% (2)
Petroleum Products
2.0% (1)
Telecom - Services
1.9% (2)
Auto Components
1.8% (1)
Finance
1.8% (2)
Ferrous Metals
1.7% (1)
Retailing
1.5% (1)
Diversified Metals
1.4% (1)
Consumer Durables
1.4% (1)
Healthcare Services
1.1% (1)
Power
1.1% (1)
IT - Software
0.9% (1)
Leisure Services
0.6% (1)
Consumable Fuels
0.5% (1)
Gas
0.3% (1)
Agricultural Food & other Products
0.3% (1)

More comparisons for Bajaj Finserv Balanced Advanta

More comparisons for Bajaj Finserv Large and Midcap

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