Bajaj Finserv Large Cap Fund vs LIC MF LARGE CAP FUND

Bajaj vs LIC· Portfolio Overlap Analysis

46.8%High Overlap
17 common stocksRank #13617 / 20,000

Investor takeaway: At 46.8% 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 (17)

StockWt% in Bajaj Finserv Large CapWt% in LIC MF LARGE CAPOverlap
HDFC Bank Limited
Banks
7.48%9.31%7.48%
ICICI Bank Limited
Banks
7.21%8.03%7.21%
Reliance Industries Limited
Petroleum Products
4.95%6.45%4.95%
Larsen & Toubro Limited
Construction
3.94%5.64%3.94%
State Bank of India
Banks
4.42%3.32%3.32%
Infosys Limited
IT - Software
2.58%2.73%2.58%
Axis Bank Limited
Banks
2.25%2.79%2.25%
Mahindra & Mahindra Limited
Automobiles
2.58%2.16%2.16%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
3.88%2.08%2.08%
Titan Company Limited
Consumer Durables
3.17%2.01%2.01%
Bharti Airtel Limited
Telecom - Services
1.87%4.06%1.87%
Apollo Hospitals Enterprise Limited
Healthcare Services
3.75%1.62%1.62%
Kotak Mahindra Bank Limited
Banks
2.99%1.54%1.54%
UltraTech Cement Limited
Cement & Cement Products
4.11%1.48%1.48%
Eternal Limited
Retailing
2.04%1.34%1.34%
Shriram Finance Limited
Finance
2.52%0.92%0.92%
LG Electronics India Ltd
Consumer Durables
3.82%0.02%0.02%

Unique to Bajaj Finserv Large Cap

  • NTPC Limited4.49%
  • Divi's Laboratories Limited4.27%

Unique to LIC MF LARGE CAP

  • ITC Ltd.2.57%
  • Hindustan Unilever Ltd.2.55%

Sector Overlap Breakdown

Banks
21.8% (5)
Petroleum Products
5.0% (1)
Construction
3.9% (1)
IT - Software
2.6% (1)
Automobiles
2.2% (1)
Pharmaceuticals & Biotechnology
2.1% (1)
Consumer Durables
2.0% (2)
Telecom - Services
1.9% (1)
Healthcare Services
1.6% (1)
Cement & Cement Products
1.5% (1)
Retailing
1.3% (1)
Finance
0.9% (1)

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