Bajaj Finserv Nifty 50 Index Fund vs Mirae Asset ELSS Tax Saver Fund

Bajaj vs Mirae· Portfolio Overlap Analysis

47.1%High Overlap
26 common stocksRank #13140 / 20,000

Investor takeaway: At 47.1% 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 (26)

StockWt% in Bajaj Finserv Nifty 50 IndexWt% in Mirae Asset ELSS Tax SaverOverlap
HDFC Bank Limited
Banks
11.82%9.71%9.71%
ICICI Bank Limited
Banks
8.58%5.09%5.09%
State Bank of India
Banks
4.34%4.38%4.34%
Axis Bank Limited
Banks
3.45%3.97%3.45%
Infosys Limited
IT - Software
3.96%3.35%3.35%
Reliance Industries Limited
Petroleum Products
8.19%3.04%3.04%
Larsen & Toubro Limited
Construction
4.37%2.63%2.63%
ITC Limited
Diversified FMCG
2.63%2.69%2.63%
Tata Consultancy Services Limited
IT - Software
2.35%2.80%2.35%
Bharti Airtel Limited
Telecom - Services
4.56%2.20%2.20%
Eternal Limited
Retailing
1.54%2.82%1.54%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.60%1.42%1.42%
Tata Steel Limited
Ferrous Metals
1.53%1.13%1.13%
InterGlobe Aviation Limited
Transport Services
0.95%1.71%0.95%
Titan Company Limited
Consumer Durables
1.55%0.78%0.78%
Kotak Mahindra Bank Limited
Banks
2.66%0.74%0.74%
Apollo Hospitals Enterprise Limited
Healthcare Services
0.70%1.70%0.70%
Tata Motors Passenger Vehicles Limited
Automobiles
0.70%1.81%0.70%
Grasim Industries Limited
Cement & Cement Products
0.93%0.22%0.22%
Hindalco Industries Limited
Non - Ferrous Metals
1.16%0.05%0.05%
Bharat Electronics Limited
Aerospace & Defense
1.39%0.03%0.03%
Oil & Natural Gas Corporation Limited
Oil
0.95%0.03%0.03%
Hindustan Unilever Limited
Diversified FMCG
1.81%0.02%0.02%
SBI Life Insurance Company Limited
Insurance
0.80%0.02%0.02%
Mahindra & Mahindra Limited
Automobiles
2.64%0.00%0.00%
Maruti Suzuki India Limited
Automobiles
1.70%0.00%0.00%

Unique to Bajaj Finserv Nifty 50 Index

All top holdings are shared with the other fund.

Unique to Mirae Asset ELSS Tax Saver

  • Delhivery Ltd.2.79%
  • IndusInd Bank Ltd.2.77%

Sector Overlap Breakdown

Banks
23.3% (5)
IT - Software
5.7% (2)
Petroleum Products
3.0% (1)
Diversified FMCG
2.6% (2)
Construction
2.6% (1)
Telecom - Services
2.2% (1)
Retailing
1.5% (1)
Pharmaceuticals & Biotechnology
1.4% (1)
Ferrous Metals
1.1% (1)
Transport Services
0.9% (1)
Consumer Durables
0.8% (1)
Healthcare Services
0.7% (1)
Automobiles
0.7% (3)
Cement & Cement Products
0.2% (1)
Non - Ferrous Metals
0.1% (1)
Aerospace & Defense
0.0% (1)
Oil
0.0% (1)
Insurance
0.0% (1)

More comparisons for Bajaj Finserv Nifty 50 Index

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