Bajaj Finserv Large Cap Fund vs TATA FOCUSED FUND
Bajaj vs Tata· Portfolio Overlap Analysis
44.1%High Overlap
11 common stocksRank #17367 / 20,000
Investor takeaway: At 44.1% 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 (11)
| Stock | Wt% in Bajaj Finserv Large Cap | Wt% in TATA FOCUSED | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.48% | 7.50% | 7.48% |
ICICI Bank Limited Banks | 7.21% | 6.44% | 6.44% |
Reliance Industries Limited Petroleum Products | 4.95% | 4.95% | 4.95% |
NTPC Limited Power | 4.49% | 4.59% | 4.49% |
Larsen & Toubro Limited Construction | 3.94% | 4.03% | 3.94% |
UltraTech Cement Limited Cement & Cement Products | 4.11% | 3.93% | 3.93% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 3.88% | 3.62% | 3.62% |
Infosys Limited IT - Software | 2.58% | 3.15% | 2.58% |
Mahindra & Mahindra Limited Automobiles | 2.58% | 3.30% | 2.58% |
Axis Bank Limited Banks | 2.25% | 5.54% | 2.25% |
Bharti Airtel Limited Telecom - Services | 1.87% | 2.08% | 1.87% |
Unique to Bajaj Finserv Large Cap
- State Bank of India4.42%
- Divi's Laboratories Limited4.27%
- LG Electronics India Ltd3.82%
Unique to TATA FOCUSED
- METROPOLIS HEALTHCARE LTD.3.82%
- AMBUJA CEMENTS LTD.3.74%
- SBI LIFE INSURANCE COMPANY LTD.3.68%
Sector Overlap Breakdown
Banks16.2% (3)
Petroleum Products5.0% (1)
Power4.5% (1)
Construction3.9% (1)
Cement & Cement Products3.9% (1)
Pharmaceuticals & Biotechnology3.6% (1)
IT - Software2.6% (1)
Automobiles2.6% (1)
Telecom - Services1.9% (1)
More comparisons for Bajaj Finserv Large Cap
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- vs Kotak Large Cap54.5% · 20 stocks
- vs Baroda BNP Paribas Nifty 50 In54.0% · 22 stocks
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- vs HDFC Nifty 50 Index54.0% · 22 stocks
More comparisons for TATA FOCUSED
- vs ICICI Prudential Large Cap46.7% · 14 stocks
- vs ICICI Prudential ELSS Tax Save45.9% · 16 stocks
- vs ADITYA BIRLA SUN LIFE FOCUSED45.2% · 13 stocks
- vs Kotak Large Cap44.2% · 14 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA43.9% · 15 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.