Bajaj Finserv Large and Midcap Fund vs Bajaj Finserv Large Cap Fund
Bajaj vs Bajaj· Portfolio Overlap Analysis
45.6%High Overlap
20 common stocksRank #15089 / 20,000
Investor takeaway: At 45.6% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (20)
| Stock | Wt% in Bajaj Finserv Large and Midcap | Wt% in Bajaj Finserv Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 4.84% | 7.48% | 4.84% |
ICICI Bank Limited Banks | 4.10% | 7.21% | 4.10% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 3.21% | 4.27% | 3.21% |
Larsen & Toubro Limited Construction | 3.19% | 3.94% | 3.19% |
State Bank of India Banks | 3.06% | 4.42% | 3.06% |
Indus Towers Limited Telecom - Services | 3.05% | 3.54% | 3.05% |
Titan Company Limited Consumer Durables | 2.63% | 3.17% | 2.63% |
Infosys Limited IT - Software | 2.17% | 2.58% | 2.17% |
Shriram Finance Limited Finance | 2.05% | 2.52% | 2.05% |
Mahindra & Mahindra Limited Automobiles | 1.99% | 2.58% | 1.99% |
Coal India Limited Consumable Fuels | 1.98% | 1.98% | 1.98% |
Reliance Industries Limited Petroleum Products | 1.97% | 4.95% | 1.97% |
Axis Bank Limited Banks | 1.83% | 2.25% | 1.83% |
Eternal Limited Retailing | 1.77% | 2.04% | 1.77% |
Tata Steel Limited Ferrous Metals | 1.74% | 2.50% | 1.74% |
Vedanta Limited Diversified Metals | 1.39% | 1.99% | 1.39% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.26% | 3.88% | 1.26% |
Bharti Airtel Limited Telecom - Services | 1.16% | 1.87% | 1.16% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.14% | 3.75% | 1.14% |
NTPC Limited Power | 1.11% | 4.49% | 1.11% |
Unique to Bajaj Finserv Large and Midcap
- The Federal Bank Limited3.39%
- Dalmia Bharat Limited2.89%
- UNO Minda Limited2.29%
Unique to Bajaj Finserv Large Cap
- UltraTech Cement Limited4.11%
- LG Electronics India Ltd3.82%
Sector Overlap Breakdown
Banks13.8% (4)
Pharmaceuticals & Biotechnology4.5% (2)
Telecom - Services4.2% (2)
Construction3.2% (1)
Consumer Durables2.6% (1)
IT - Software2.2% (1)
Finance2.0% (1)
Automobiles2.0% (1)
Consumable Fuels2.0% (1)
Petroleum Products2.0% (1)
Retailing1.8% (1)
Ferrous Metals1.7% (1)
Diversified Metals1.4% (1)
Healthcare Services1.1% (1)
Power1.1% (1)
More comparisons for Bajaj Finserv Large and Midcap
- vs Bajaj Finserv Flexi Cap52.0% · 28 stocks
- vs Bajaj Finserv Balanced Advanta45.1% · 30 stocks
More comparisons for Bajaj Finserv Large Cap
- vs Axis Large Cap54.6% · 20 stocks
- vs Kotak Large Cap54.5% · 20 stocks
- vs Baroda BNP Paribas Nifty 50 In54.0% · 22 stocks
- vs HDFC NIFTY 50 ETF54.0% · 22 stocks
- vs HDFC Nifty 50 Index54.0% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.