Bajaj Finserv Large Cap Fund vs Parag Parikh Large Cap Fund

Bajaj vs PPFAS· Portfolio Overlap Analysis

52.3%High Overlap
26 common stocksRank #7960 / 20,000

Investor takeaway: At 52.3% 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 (26)

StockWt% in Bajaj Finserv Large CapWt% in Parag Parikh Large CapOverlap
HDFC Bank Limited
Banks
7.48%9.77%7.48%
ICICI Bank Limited
Banks
7.21%7.17%7.17%
Reliance Industries Limited
Petroleum Products
4.95%6.82%4.95%
Larsen & Toubro Limited
Construction
3.94%3.64%3.64%
State Bank of India
Banks
4.42%3.61%3.61%
Infosys Limited
IT - Software
2.58%3.30%2.58%
Kotak Mahindra Bank Limited
Banks
2.99%2.25%2.25%
Axis Bank Limited
Banks
2.25%2.91%2.25%
Mahindra & Mahindra Limited
Automobiles
2.58%2.20%2.20%
Bharti Airtel Limited
Telecom - Services
1.87%3.79%1.87%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
3.88%1.33%1.33%
NTPC Limited
Power
4.49%1.31%1.31%
Titan Company Limited
Consumer Durables
3.17%1.29%1.29%
Eternal Limited
Retailing
2.04%1.28%1.28%
Tata Steel Limited
Ferrous Metals
2.50%1.27%1.27%
Shriram Finance Limited
Finance
2.52%1.10%1.10%
UltraTech Cement Limited
Cement & Cement Products
4.11%1.09%1.09%
Vedanta Limited
Diversified Metals
1.99%0.88%0.88%
Asian Paints Limited
Consumer Durables
1.47%0.78%0.78%
Coal India Limited
Consumable Fuels
1.98%0.71%0.71%
Nestle India Limited
Food Products
3.42%0.67%0.67%
TVS Motor Company Limited
Automobiles
3.06%0.66%0.66%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
4.27%0.59%0.59%
Apollo Hospitals Enterprise Limited
Healthcare Services
3.75%0.58%0.58%
Jio Financial Services Limited
Finance
0.41%0.61%0.41%
Godrej Consumer Products Limited
Personal Products
2.54%0.35%0.35%

Unique to Bajaj Finserv Large Cap

  • LG Electronics India Ltd3.82%

Unique to Parag Parikh Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
22.8% (5)
Petroleum Products
5.0% (1)
Construction
3.6% (1)
Automobiles
2.9% (2)
IT - Software
2.6% (1)
Consumer Durables
2.1% (2)
Pharmaceuticals & Biotechnology
1.9% (2)
Telecom - Services
1.9% (1)
Finance
1.5% (2)
Power
1.3% (1)
Retailing
1.3% (1)
Ferrous Metals
1.3% (1)
Cement & Cement Products
1.1% (1)
Diversified Metals
0.9% (1)
Consumable Fuels
0.7% (1)
Food Products
0.7% (1)
Healthcare Services
0.6% (1)
Personal Products
0.3% (1)

More comparisons for Bajaj Finserv Large Cap

More comparisons for Parag Parikh Large Cap

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