Bajaj Finserv Banking and Financial Services Fund vs TATA BANKING & FINANCIAL SERVICES FUND

Bajaj vs Tata· Portfolio Overlap Analysis

55.5%High Overlap
11 common stocksRank #6729 / 20,000

Investor takeaway: At 55.5% 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 (11)

StockWt% in Bajaj Finserv Banking and FinaWt% in TATA BANKING & FINANCIAL SERVIOverlap
HDFC Bank Limited
Banks
16.42%16.33%16.33%
ICICI Bank Limited
Banks
12.49%13.76%12.49%
Axis Bank Limited
Banks
9.32%9.21%9.21%
State Bank of India
Banks
8.44%10.43%8.44%
Shriram Finance Limited
Finance
3.40%4.49%3.40%
Bajaj Finserv Limited
Finance
1.92%3.12%1.92%
PNB Housing Finance Limited
Finance
1.76%1.90%1.76%
IndusInd Bank Limited
Banks
0.73%2.16%0.73%
PB Fintech Limited
Financial Technology (Fintech)
0.50%1.13%0.50%
One 97 Communications Limited
Financial Technology (Fintech)
0.46%2.26%0.46%
Max Financial Services Limited
Insurance
0.26%1.98%0.26%

Unique to Bajaj Finserv Banking and Fina

  • Kotak Mahindra Bank Limited6.96%
  • The Federal Bank Limited4.41%
  • Manappuram Finance Limited3.70%
  • Go Digit General Insurance Limited2.69%
  • RBL Bank Limited2.66%

Unique to TATA BANKING & FINANCIAL SERVI

  • SBI LIFE INSURANCE COMPANY LTD.3.64%
  • BANK OF BARODA3.61%
  • CANARA HSBC LIFE INSURANCE COMPANY LTD2.50%
  • ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD.2.38%

Sector Overlap Breakdown

Banks
47.2% (5)
Finance
7.1% (3)
Financial Technology (Fintech)
1.0% (2)
Insurance
0.3% (1)

More comparisons for Bajaj Finserv Banking and Fina

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