Bajaj Finserv Large Cap Fund vs Mahindra Manulife Large Cap Fund

Bajaj vs Mahindra· Portfolio Overlap Analysis

52.1%High Overlap
20 common stocksRank #8174 / 20,000

Investor takeaway: At 52.1% 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 (20)

StockWt% in Bajaj Finserv Large CapWt% in Mahindra Manulife Large CapOverlap
HDFC Bank Limited
Banks
7.48%8.55%7.48%
ICICI Bank Limited
Banks
7.21%9.06%7.21%
Reliance Industries Limited
Petroleum Products
4.95%7.77%4.95%
Larsen & Toubro Limited
Construction
3.94%4.33%3.94%
State Bank of India
Banks
4.42%3.83%3.83%
Infosys Limited
IT - Software
2.58%4.41%2.58%
Mahindra & Mahindra Limited
Automobiles
2.58%2.62%2.58%
Axis Bank Limited
Banks
2.25%4.28%2.25%
NTPC Limited
Power
4.49%2.17%2.17%
Titan Company Limited
Consumer Durables
3.17%1.89%1.89%
Bharti Airtel Limited
Telecom - Services
1.87%3.90%1.87%
Shriram Finance Limited
Finance
2.52%1.80%1.80%
Kotak Mahindra Bank Limited
Banks
2.99%1.77%1.77%
IndusInd Bank Limited
Banks
3.56%1.44%1.44%
TVS Motor Company Limited
Automobiles
3.06%1.39%1.39%
Indus Towers Limited
Telecom - Services
3.54%1.29%1.29%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
3.88%1.08%1.08%
Nestle India Limited
Food Products
3.42%1.02%1.02%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
4.27%0.87%0.87%
LG Electronics India Ltd
Consumer Durables
3.82%0.65%0.65%

Unique to Bajaj Finserv Large Cap

  • UltraTech Cement Limited4.11%

Unique to Mahindra Manulife Large Cap

  • Bajaj Finserv Limited4.73%
  • Tata Consultancy Services Limited3.29%

Sector Overlap Breakdown

Banks
24.0% (6)
Petroleum Products
5.0% (1)
Automobiles
4.0% (2)
Construction
3.9% (1)
Telecom - Services
3.2% (2)
IT - Software
2.6% (1)
Consumer Durables
2.5% (2)
Power
2.2% (1)
Pharmaceuticals & Biotechnology
1.9% (2)
Finance
1.8% (1)
Food Products
1.0% (1)

More comparisons for Bajaj Finserv Large Cap

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