Bajaj Finserv Banking and Financial Services Fund vs LIC MF BANKING AND FINANCIAL SERVICES FUND
Bajaj vs LIC· Portfolio Overlap Analysis
60.6%High Overlap
15 common stocksRank #5011 / 20,000
Investor takeaway: These funds overlap 60.6%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (15)
| Stock | Wt% in Bajaj Finserv Banking and Fina | Wt% in LIC MF BANKING AND FINANCIAL S | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 16.42% | 16.56% | 16.42% |
ICICI Bank Limited Banks | 12.49% | 12.62% | 12.49% |
Axis Bank Limited Banks | 9.32% | 8.44% | 8.44% |
Kotak Mahindra Bank Limited Banks | 6.96% | 7.77% | 6.96% |
State Bank of India Banks | 8.44% | 6.04% | 6.04% |
Shriram Finance Limited Finance | 3.40% | 1.86% | 1.86% |
360 One WAM Limited Capital Markets | 1.97% | 1.64% | 1.64% |
Bajaj Finance Limited Finance | 1.71% | 1.53% | 1.53% |
Ujjivan Small Finance Bank Limited Banks | 1.44% | 1.88% | 1.44% |
CreditAccess Grameen Limited Finance | 0.97% | 2.48% | 0.97% |
Computer Age Management Services Limited Capital Markets | 0.96% | 1.29% | 0.96% |
Aditya Birla Capital Limited Finance | 1.66% | 0.61% | 0.61% |
PB Fintech Limited Financial Technology (Fintech) | 0.50% | 0.48% | 0.48% |
One 97 Communications Limited Financial Technology (Fintech) | 0.46% | 1.17% | 0.46% |
Max Financial Services Limited Insurance | 0.26% | 0.53% | 0.26% |
Unique to Bajaj Finserv Banking and Fina
- The Federal Bank Limited4.41%
- Manappuram Finance Limited3.70%
- Go Digit General Insurance Limited2.69%
- RBL Bank Limited2.66%
Unique to LIC MF BANKING AND FINANCIAL S
- MAS Financial Services Ltd.4.59%
- SBI Cards & Payment Services Ltd.3.21%
- IIFL Finance Ltd.2.23%
- Piramal Finance Ltd.2.20%
Sector Overlap Breakdown
Banks51.8% (6)
Finance5.0% (4)
Capital Markets2.6% (2)
Financial Technology (Fintech)0.9% (2)
Insurance0.3% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.