Bajaj Finserv Banking and Financial Services Fund vs Mahindra Manulife Banking & Financial Services Fund
Bajaj vs Mahindra· Portfolio Overlap Analysis
54.3%High Overlap
14 common stocksRank #7152 / 20,000
Investor takeaway: At 54.3% 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 (14)
| Stock | Wt% in Bajaj Finserv Banking and Fina | Wt% in Mahindra Manulife Banking & Fi | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 12.49% | 13.27% | 12.49% |
HDFC Bank Limited Banks | 16.42% | 11.61% | 11.61% |
Axis Bank Limited Banks | 9.32% | 8.52% | 8.52% |
State Bank of India Banks | 8.44% | 6.69% | 6.69% |
Kotak Mahindra Bank Limited Banks | 6.96% | 4.08% | 4.08% |
Shriram Finance Limited Finance | 3.40% | 3.34% | 3.34% |
Bajaj Finance Limited Finance | 1.71% | 5.89% | 1.71% |
Aditya Birla Capital Limited Finance | 1.66% | 3.06% | 1.66% |
Ujjivan Small Finance Bank Limited Banks | 1.44% | 2.88% | 1.44% |
PNB Housing Finance Limited Finance | 1.76% | 0.97% | 0.97% |
Prudent Corporate Advisory Services Limited Capital Markets | 0.76% | 0.70% | 0.70% |
PB Fintech Limited Financial Technology (Fintech) | 0.50% | 0.49% | 0.49% |
BSE Limited Capital Markets | 1.87% | 0.31% | 0.31% |
Max Financial Services Limited Insurance | 0.26% | 2.52% | 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 Mahindra Manulife Banking & Fi
- Cholamandalam Investment and Finance Company Limited2.87%
Sector Overlap Breakdown
Banks44.8% (6)
Finance7.7% (4)
Capital Markets1.0% (2)
Financial Technology (Fintech)0.5% (1)
Insurance0.3% (1)
More comparisons for Bajaj Finserv Banking and Fina
- vs Mirae Asset Nifty Financial Se65.0% · 10 stocks
- vs TATA NIFTY FINANCIAL SERVICES 65.0% · 10 stocks
- vs HDFC Banking & Financial Servi62.8% · 14 stocks
- vs Mirae Asset Banking and Financ60.6% · 12 stocks
- vs LIC MF BANKING AND FINANCIAL S60.6% · 15 stocks
More comparisons for Mahindra Manulife Banking & Fi
- vs ADITYA BIRLA SUN LIFE BANKING 65.2% · 18 stocks
- vs Kotak Banking and Financial Se65.2% · 17 stocks
- vs HDFC Banking & Financial Servi65.1% · 17 stocks
- vs DSP Banking & Financial Servic63.8% · 22 stocks
- vs Baroda BNP Paribas Banking & F63.2% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.