Baroda BNP Paribas Childrens Fund vs PGIM INDIA FLEXI CAP FUND

Baroda BNP vs PGIM· Portfolio Overlap Analysis

44.9%High Overlap
28 common stocksRank #16232 / 20,000

Investor takeaway: At 44.9% 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 (28)

StockWt% in Baroda BNP Paribas ChildrensWt% in PGIM INDIA FLEXI CAPOverlap
HDFC Bank Limited
Banks
5.84%7.36%5.84%
Reliance Industries Limited
Petroleum Products
3.90%4.01%3.90%
ICICI Bank Limited
Banks
3.75%6.64%3.75%
Bharti Airtel Limited
Telecom - Services
2.10%3.28%2.10%
Bajaj Finance Limited
Finance
2.03%2.19%2.03%
State Bank of India
Banks
2.03%2.31%2.03%
Titan Company Limited
Consumer Durables
2.50%1.79%1.79%
Larsen & Toubro Limited
Construction
1.79%2.13%1.79%
Britannia Industries Limited
Food Products
2.11%1.78%1.78%
NTPC Limited
Power
1.52%1.64%1.52%
Cummins India Limited
Industrial Products
2.05%1.43%1.43%
Bharat Electronics Limited
Aerospace & Defense
1.38%1.55%1.38%
Eternal Limited
Retailing
1.38%1.93%1.38%
Vishal Mega Mart Limited
Retailing
1.34%1.40%1.34%
Multi Commodity Exchange of India Limited
Capital Markets
1.30%1.45%1.30%
TVS Motor Company Limited
Automobiles
1.26%2.50%1.26%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.22%1.61%1.22%
Mahindra & Mahindra Limited
Automobiles
1.14%1.90%1.14%
Cholamandalam Investment and Finance Company Ltd
Finance
1.12%1.05%1.05%
Sagility Limited
IT - Services
1.51%0.92%0.92%
Tech Mahindra Limited
IT - Software
1.89%0.84%0.84%
Persistent Systems Limited
IT - Software
0.84%1.73%0.84%
Affle 3i Limited
IT - Services
1.16%0.81%0.81%
AU Small Finance Bank Limited
Banks
0.81%1.25%0.81%
Maruti Suzuki India Limited
Automobiles
1.65%0.70%0.70%
Max Healthcare Institute Limited
Healthcare Services
0.68%1.38%0.68%
Hindalco Industries Limited
Non - Ferrous Metals
1.56%0.67%0.67%
Navin Fluorine International Limited
Chemicals & Petrochemicals
1.28%0.62%0.62%

Unique to Baroda BNP Paribas Childrens

  • Bharat Heavy Electricals Limited2.62%
  • Karur Vysya Bank Limited2.54%
  • UltraTech Cement Limited2.25%
  • Hitachi Energy India Limited2.23%

Unique to PGIM INDIA FLEXI CAP

  • VARUN BEVERAGES LIMITED1.97%

Sector Overlap Breakdown

Banks
12.4% (4)
Petroleum Products
3.9% (1)
Automobiles
3.1% (3)
Finance
3.1% (2)
Retailing
2.7% (2)
Telecom - Services
2.1% (1)
Consumer Durables
1.8% (1)
Construction
1.8% (1)
Food Products
1.8% (1)
IT - Services
1.7% (2)
IT - Software
1.7% (2)
Power
1.5% (1)
Industrial Products
1.4% (1)
Aerospace & Defense
1.4% (1)
Capital Markets
1.3% (1)
Pharmaceuticals & Biotechnology
1.2% (1)
Healthcare Services
0.7% (1)
Non - Ferrous Metals
0.7% (1)
Chemicals & Petrochemicals
0.6% (1)

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