Bajaj Finserv Balanced Advantage Fund vs Mirae Asset Large Cap Fund
Bajaj vs Mirae· Portfolio Overlap Analysis
46.2%High Overlap
32 common stocksRank #14351 / 20,000
Investor takeaway: At 46.2% 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 (32)
| Stock | Wt% in Bajaj Finserv Balanced Advanta | Wt% in Mirae Asset Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.92% | 9.54% | 7.92% |
ICICI Bank Limited Banks | 4.55% | 8.49% | 4.55% |
State Bank of India Banks | 4.25% | 3.66% | 3.66% |
Larsen & Toubro Limited Construction | 3.48% | 3.99% | 3.48% |
Reliance Industries Limited Petroleum Products | 3.48% | 4.99% | 3.48% |
Axis Bank Limited Banks | 2.77% | 3.62% | 2.77% |
Mahindra & Mahindra Limited Automobiles | 2.00% | 2.05% | 2.00% |
Eternal Limited Retailing | 1.50% | 2.47% | 1.50% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.57% | 1.45% | 1.45% |
Bharti Airtel Limited Telecom - Services | 1.44% | 4.55% | 1.44% |
NTPC Limited Power | 1.43% | 1.45% | 1.43% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.87% | 1.37% | 1.37% |
ITC Limited Diversified FMCG | 1.37% | 3.12% | 1.37% |
Asian Paints Limited Consumer Durables | 1.26% | 1.41% | 1.26% |
Titan Company Limited Consumer Durables | 1.39% | 0.99% | 0.99% |
Hindustan Unilever Limited Diversified FMCG | 3.10% | 0.92% | 0.92% |
Infosys Limited IT - Software | 0.86% | 4.28% | 0.86% |
Bajaj Finance Limited Finance | 1.08% | 0.84% | 0.84% |
Adani Ports and Special Economic Zone Limited Transport Infrastructure | 1.08% | 0.78% | 0.78% |
Shriram Finance Limited Finance | 1.30% | 0.77% | 0.77% |
Vedanta Limited Diversified Metals | 1.82% | 0.66% | 0.66% |
Oil & Natural Gas Corporation Limited Oil | 0.54% | 0.57% | 0.54% |
Bharat Electronics Limited Aerospace & Defense | 1.13% | 0.36% | 0.36% |
DLF Limited Realty | 1.94% | 0.30% | 0.30% |
Eicher Motors Limited Automobiles | 0.28% | 1.18% | 0.28% |
UltraTech Cement Limited Cement & Cement Products | 3.01% | 0.26% | 0.26% |
Kotak Mahindra Bank Limited Banks | 0.26% | 1.75% | 0.26% |
SBI Life Insurance Company Limited Insurance | 0.24% | 1.02% | 0.24% |
Trent Limited Retailing | 0.23% | 0.86% | 0.23% |
Tata Steel Limited Ferrous Metals | 2.02% | 0.19% | 0.19% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 3.39% | 0.01% | 0.01% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.27% | 0.00% | 0.00% |
Unique to Bajaj Finserv Balanced Advanta
All top holdings are shared with the other fund.
Unique to Mirae Asset Large Cap
- Tata Consultancy Services Ltd.2.94%
Sector Overlap Breakdown
Banks19.2% (5)
Construction3.5% (1)
Petroleum Products3.5% (1)
Diversified FMCG2.3% (2)
Automobiles2.3% (2)
Consumer Durables2.3% (2)
Retailing1.7% (2)
Finance1.6% (2)
Healthcare Services1.4% (1)
Telecom - Services1.4% (1)
Power1.4% (1)
Pharmaceuticals & Biotechnology1.4% (3)
IT - Software0.9% (1)
Transport Infrastructure0.8% (1)
Diversified Metals0.7% (1)
Oil0.5% (1)
Aerospace & Defense0.4% (1)
Realty0.3% (1)
Cement & Cement Products0.3% (1)
Insurance0.2% (1)
Ferrous Metals0.2% (1)
More comparisons for Bajaj Finserv Balanced Advanta
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More comparisons for Mirae Asset Large Cap
- vs HDFC NIFTY 50 ETF68.5% · 33 stocks
- vs HDFC Nifty 50 Index68.5% · 33 stocks
- vs ICICI Prudential Nifty 50 ETF68.5% · 33 stocks
- vs Mirae Asset Nifty 50 ETF68.5% · 33 stocks
- vs SBI Nifty Index68.5% · 33 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.