Bajaj Finserv Large Cap Fund vs PGIM INDIA LARGE CAP FUND
Bajaj vs PGIM· Portfolio Overlap Analysis
50.5%High Overlap
19 common stocksRank #9541 / 20,000
Investor takeaway: At 50.5% 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 (19)
| Stock | Wt% in Bajaj Finserv Large Cap | Wt% in PGIM INDIA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.48% | 8.93% | 7.48% |
ICICI Bank Limited Banks | 7.21% | 7.94% | 7.21% |
Reliance Industries Limited Petroleum Products | 4.95% | 6.64% | 4.95% |
Larsen & Toubro Limited Construction | 3.94% | 4.44% | 3.94% |
Kotak Mahindra Bank Limited Banks | 2.99% | 2.94% | 2.94% |
State Bank of India Banks | 4.42% | 2.91% | 2.91% |
Titan Company Limited Consumer Durables | 3.17% | 2.30% | 2.30% |
NTPC Limited Power | 4.49% | 2.13% | 2.13% |
TVS Motor Company Limited Automobiles | 3.06% | 2.13% | 2.13% |
UltraTech Cement Limited Cement & Cement Products | 4.11% | 2.04% | 2.04% |
Eternal Limited Retailing | 2.04% | 2.26% | 2.04% |
Bharti Airtel Limited Telecom - Services | 1.87% | 4.72% | 1.87% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 4.27% | 1.85% | 1.85% |
Infosys Limited IT - Software | 2.58% | 1.68% | 1.68% |
Mahindra & Mahindra Limited Automobiles | 2.58% | 1.67% | 1.67% |
Asian Paints Limited Consumer Durables | 1.47% | 0.99% | 0.99% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 3.88% | 0.91% | 0.91% |
LG Electronics India Ltd Consumer Durables | 3.82% | 0.85% | 0.85% |
Shriram Finance Limited Finance | 2.52% | 0.56% | 0.56% |
Unique to Bajaj Finserv Large Cap
All top holdings are shared with the other fund.
Unique to PGIM INDIA LARGE CAP
- Bajaj Finance Ltd.2.94%
- Tata Consultancy Services Ltd.2.56%
Sector Overlap Breakdown
Banks20.5% (4)
Petroleum Products5.0% (1)
Consumer Durables4.1% (3)
Construction3.9% (1)
Automobiles3.8% (2)
Pharmaceuticals & Biotechnology2.8% (2)
Power2.1% (1)
Cement & Cement Products2.0% (1)
Retailing2.0% (1)
Telecom - Services1.9% (1)
IT - Software1.7% (1)
Finance0.6% (1)
More comparisons for Bajaj Finserv Large Cap
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More comparisons for PGIM INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.