Baroda BNP Paribas Banking & Financial Services Fund vs TATA BANKING & FINANCIAL SERVICES FUND
Baroda BNP vs Tata· Portfolio Overlap Analysis
52.6%High Overlap
13 common stocksRank #7798 / 20,000
Investor takeaway: At 52.6% 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 (13)
| Stock | Wt% in Baroda BNP Paribas Banking & F | Wt% in TATA BANKING & FINANCIAL SERVI | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 11.75% | 16.33% | 11.75% |
ICICI Bank Limited Banks | 8.69% | 13.76% | 8.69% |
State Bank of India Banks | 8.22% | 10.43% | 8.22% |
Axis Bank Limited Banks | 7.33% | 9.21% | 7.33% |
Shriram Finance Limited Finance | 3.40% | 4.49% | 3.40% |
SBI Life Insurance Company Limited Insurance | 2.57% | 3.64% | 2.57% |
IndusInd Bank Limited Banks | 5.43% | 2.16% | 2.16% |
Bajaj Finserv Limited Finance | 2.14% | 3.12% | 2.14% |
ICICI Prudential Asset Management Company Limited Capital Markets | 1.67% | 2.38% | 1.67% |
ICICI Lombard General Insurance Company Limited Insurance | 1.32% | 2.33% | 1.32% |
Multi Commodity Exchange of India Limited Capital Markets | 2.46% | 1.28% | 1.28% |
One 97 Communications Limited Financial Technology (Fintech) | 1.11% | 2.26% | 1.11% |
IDFC First Bank Limited Banks | 1.11% | 0.97% | 0.97% |
Unique to Baroda BNP Paribas Banking & F
- Kotak Mahindra Bank Limited6.81%
- Canara Bank4.37%
- Bajaj Finance Limited4.02%
Unique to TATA BANKING & FINANCIAL SERVI
- BANK OF BARODA3.61%
- CANARA HSBC LIFE INSURANCE COMPANY LTD2.50%
Sector Overlap Breakdown
Banks39.1% (6)
Finance5.5% (2)
Insurance3.9% (2)
Capital Markets3.0% (2)
Financial Technology (Fintech)1.1% (1)
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More comparisons for TATA BANKING & FINANCIAL SERVI
- vs HDFC Banking & Financial Servi66.4% · 15 stocks
- vs NIPPON INDIA BANKING & FINANCI65.4% · 16 stocks
- vs TATA NIFTY FINANCIAL SERVICES 65.0% · 10 stocks
- vs Mirae Asset Nifty Financial Se65.0% · 10 stocks
- vs Mirae Asset Banking and Financ62.8% · 13 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.