Baroda BNP Paribas Large Cap Fund vs Mahindra Manulife ELSS Tax Saver Fund
Baroda BNP vs Mahindra· Portfolio Overlap Analysis
47.1%High Overlap
21 common stocksRank #13122 / 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 (21)
| Stock | Wt% in Baroda BNP Paribas Large Cap | Wt% in Mahindra Manulife ELSS Tax Sav | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 6.66% | 7.46% | 6.66% |
ICICI Bank Limited Banks | 5.97% | 7.87% | 5.97% |
Reliance Industries Limited Petroleum Products | 5.99% | 5.17% | 5.17% |
State Bank of India Banks | 3.52% | 3.12% | 3.12% |
Larsen & Toubro Limited Construction | 4.67% | 3.02% | 3.02% |
Infosys Limited IT - Software | 2.48% | 3.91% | 2.48% |
UltraTech Cement Limited Cement & Cement Products | 2.08% | 2.22% | 2.08% |
Bharti Airtel Limited Telecom - Services | 3.91% | 1.81% | 1.81% |
Tata Consultancy Services Limited IT - Software | 1.80% | 3.00% | 1.80% |
Bajaj Finance Limited Finance | 1.53% | 3.59% | 1.53% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.55% | 1.47% | 1.47% |
Hindustan Unilever Limited Diversified FMCG | 1.44% | 2.75% | 1.44% |
Maruti Suzuki India Limited Automobiles | 1.37% | 1.40% | 1.37% |
Tech Mahindra Limited IT - Software | 1.85% | 1.35% | 1.35% |
Tata Capital Limited Finance | 1.71% | 1.29% | 1.29% |
Titan Company Limited Consumer Durables | 1.27% | 1.76% | 1.27% |
NTPC Limited Power | 2.21% | 1.22% | 1.22% |
Axis Bank Limited Banks | 1.18% | 3.55% | 1.18% |
Dr. Reddy's Laboratories Limited Pharmaceuticals & Biotechnology | 1.54% | 1.06% | 1.06% |
IndusInd Bank Limited Banks | 0.98% | 1.78% | 0.98% |
LG Electronics India Ltd Consumer Durables | 1.14% | 0.88% | 0.88% |
Unique to Baroda BNP Paribas Large Cap
- Hitachi Energy India Limited4.16%
- Kotak Mahindra Bank Limited2.83%
- Vedanta Limited2.45%
Unique to Mahindra Manulife ELSS Tax Sav
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.9% (5)
IT - Software5.6% (3)
Petroleum Products5.2% (1)
Construction3.0% (1)
Finance2.8% (2)
Consumer Durables2.1% (2)
Cement & Cement Products2.1% (1)
Telecom - Services1.8% (1)
Agricultural, Commercial & Construction Vehicles1.5% (1)
Diversified FMCG1.4% (1)
Automobiles1.4% (1)
Power1.2% (1)
Pharmaceuticals & Biotechnology1.1% (1)
More comparisons for Baroda BNP Paribas Large Cap
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- vs PGIM INDIA LARGE CAP62.0% · 31 stocks
- vs Parag Parikh Large Cap60.5% · 38 stocks
- vs Axis Nifty 100 Index60.5% · 38 stocks
- vs HDFC NIFTY 100 ETF60.4% · 38 stocks
More comparisons for Mahindra Manulife ELSS Tax Sav
- vs Mahindra Manulife Flexi Cap90.2% · 60 stocks
- vs Mahindra Manulife Large Cap62.9% · 29 stocks
- vs Mahindra Manulife Aggressive H59.9% · 50 stocks
- vs CANARA ROBECO LARGE CAP54.8% · 28 stocks
- vs NIPPON INDIA LARGE CAP54.1% · 27 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.