Baroda BNP Paribas Banking & Financial Services Fund vs Mirae Asset Banking and Financial Services Fund

Baroda BNP vs Mirae· Portfolio Overlap Analysis

55.2%High Overlap
13 common stocksRank #6816 / 20,000

Investor takeaway: At 55.2% 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 (13)

StockWt% in Baroda BNP Paribas Banking & FWt% in Mirae Asset Banking and FinancOverlap
HDFC Bank Limited
Banks
11.75%16.50%11.75%
ICICI Bank Limited
Banks
8.69%13.75%8.69%
State Bank of India
Banks
8.22%10.43%8.22%
Axis Bank Limited
Banks
7.33%8.38%7.33%
Kotak Mahindra Bank Limited
Banks
6.81%3.96%3.96%
Bajaj Finance Limited
Finance
4.02%3.36%3.36%
SBI Life Insurance Company Limited
Insurance
2.57%3.37%2.57%
Shriram Finance Limited
Finance
3.40%2.23%2.23%
Karur Vysya Bank Limited
Banks
2.22%2.86%2.22%
The Federal Bank Limited
Banks
1.51%2.80%1.51%
Multi Commodity Exchange of India Limited
Capital Markets
2.46%1.50%1.50%
Aditya Birla Capital Limited
Finance
1.09%2.57%1.09%
IndusInd Bank Limited
Banks
5.43%0.81%0.81%

Unique to Baroda BNP Paribas Banking & F

  • Canara Bank4.37%

Unique to Mirae Asset Banking and Financ

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
44.5% (8)
Finance
6.7% (3)
Insurance
2.6% (1)
Capital Markets
1.5% (1)

More comparisons for Baroda BNP Paribas Banking & F

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