Bajaj Finserv Large Cap Fund vs TATA LARGE CAP FUND
Bajaj vs Tata· Portfolio Overlap Analysis
48.6%High Overlap
16 common stocksRank #11608 / 20,000
Investor takeaway: At 48.6% 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 (16)
| Stock | Wt% in Bajaj Finserv Large Cap | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.48% | 8.20% | 7.48% |
ICICI Bank Limited Banks | 7.21% | 9.12% | 7.21% |
Reliance Industries Limited Petroleum Products | 4.95% | 5.26% | 4.95% |
Larsen & Toubro Limited Construction | 3.94% | 3.58% | 3.58% |
State Bank of India Banks | 4.42% | 3.54% | 3.54% |
Kotak Mahindra Bank Limited Banks | 2.99% | 3.72% | 2.99% |
Infosys Limited IT - Software | 2.58% | 3.54% | 2.58% |
Mahindra & Mahindra Limited Automobiles | 2.58% | 2.89% | 2.58% |
Tata Steel Limited Ferrous Metals | 2.50% | 2.56% | 2.50% |
Axis Bank Limited Banks | 2.25% | 4.08% | 2.25% |
Bharti Airtel Limited Telecom - Services | 1.87% | 2.19% | 1.87% |
NTPC Limited Power | 4.49% | 1.79% | 1.79% |
IndusInd Bank Limited Banks | 3.56% | 1.72% | 1.72% |
Nestle India Limited Food Products | 3.42% | 1.43% | 1.43% |
Indus Towers Limited Telecom - Services | 3.54% | 1.23% | 1.23% |
LG Electronics India Ltd Consumer Durables | 3.82% | 0.86% | 0.86% |
Unique to Bajaj Finserv Large Cap
- Divi's Laboratories Limited4.27%
- UltraTech Cement Limited4.11%
- Sun Pharmaceutical Industries Limited3.88%
Unique to TATA LARGE CAP
- BAJAJ FINANCE LTD.3.04%
Sector Overlap Breakdown
Banks25.2% (6)
Petroleum Products5.0% (1)
Construction3.6% (1)
Telecom - Services3.1% (2)
IT - Software2.6% (1)
Automobiles2.6% (1)
Ferrous Metals2.5% (1)
Power1.8% (1)
Food Products1.4% (1)
Consumer Durables0.9% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.