Baroda BNP Paribas Banking & Financial Services Fund vs LIC MF BANKING AND FINANCIAL SERVICES FUND

Baroda BNP vs LIC· Portfolio Overlap Analysis

53.8%High Overlap
16 common stocksRank #7376 / 20,000

Investor takeaway: At 53.8% 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)

StockWt% in Baroda BNP Paribas Banking & FWt% in LIC MF BANKING AND FINANCIAL SOverlap
HDFC Bank Limited
Banks
11.75%16.56%11.75%
ICICI Bank Limited
Banks
8.69%12.62%8.69%
Axis Bank Limited
Banks
7.33%8.44%7.33%
Kotak Mahindra Bank Limited
Banks
6.81%7.77%6.81%
State Bank of India
Banks
8.22%6.04%6.04%
IIFL Finance Limited
Finance
2.19%2.23%2.19%
Ujjivan Small Finance Bank Limited
Banks
2.28%1.88%1.88%
Shriram Finance Limited
Finance
3.40%1.86%1.86%
Bajaj Finance Limited
Finance
4.02%1.53%1.53%
360 One WAM Limited
Capital Markets
1.39%1.64%1.39%
One 97 Communications Limited
Financial Technology (Fintech)
1.11%1.17%1.11%
Multi Commodity Exchange of India Limited
Capital Markets
2.46%1.07%1.07%
Karur Vysya Bank Limited
Banks
2.22%0.78%0.78%
Aditya Birla Capital Limited
Finance
1.09%0.61%0.61%
SBI Life Insurance Company Limited
Insurance
2.57%0.48%0.48%
AU Small Finance Bank Limited
Banks
1.69%0.26%0.26%

Unique to Baroda BNP Paribas Banking & F

  • IndusInd Bank Limited5.43%
  • Canara Bank4.37%

Unique to LIC MF BANKING AND FINANCIAL S

  • MAS Financial Services Ltd.4.59%
  • SBI Cards & Payment Services Ltd.3.21%
  • Creditaccess Grameen Ltd.2.48%
  • Piramal Finance Ltd.2.20%

Sector Overlap Breakdown

Banks
43.5% (8)
Finance
6.2% (4)
Capital Markets
2.5% (2)
Financial Technology (Fintech)
1.1% (1)
Insurance
0.5% (1)

More comparisons for Baroda BNP Paribas Banking & F

More comparisons for LIC MF BANKING AND FINANCIAL S

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