Baroda BNP Paribas Large Cap Fund vs TATA LARGE CAP FUND

Baroda BNP vs Tata· Portfolio Overlap Analysis

52.4%High Overlap
24 common stocksRank #7891 / 20,000

Investor takeaway: At 52.4% 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 (24)

StockWt% in Baroda BNP Paribas Large CapWt% in TATA LARGE CAPOverlap
HDFC Bank Limited
Banks
6.66%8.20%6.66%
ICICI Bank Limited
Banks
5.97%9.12%5.97%
Reliance Industries Limited
Petroleum Products
5.99%5.26%5.26%
Larsen & Toubro Limited
Construction
4.67%3.58%3.58%
State Bank of India
Banks
3.52%3.54%3.52%
Kotak Mahindra Bank Limited
Banks
2.83%3.72%2.83%
Infosys Limited
IT - Software
2.48%3.54%2.48%
Bharti Airtel Limited
Telecom - Services
3.91%2.19%2.19%
Tech Mahindra Limited
IT - Software
1.85%1.85%1.85%
Tata Consultancy Services Limited
IT - Software
1.80%2.86%1.80%
NTPC Limited
Power
2.21%1.79%1.79%
Bajaj Finance Limited
Finance
1.53%3.04%1.53%
Hindustan Unilever Limited
Diversified FMCG
1.44%2.64%1.44%
Nestle India Limited
Food Products
1.59%1.43%1.43%
Hyundai Motor India Ltd
Automobiles
1.37%1.32%1.32%
Power Grid Corporation of India Limited
Power
1.22%1.43%1.22%
Axis Bank Limited
Banks
1.18%4.08%1.18%
JSW Steel Limited
Ferrous Metals
1.16%2.41%1.16%
HDFC Life Insurance Company Limited
Insurance
1.02%1.93%1.02%
IndusInd Bank Limited
Banks
0.98%1.72%0.98%
Bharat Heavy Electricals Limited
Electrical Equipment
1.36%0.95%0.95%
Hero MotoCorp Limited
Automobiles
1.36%0.92%0.92%
LG Electronics India Ltd
Consumer Durables
1.14%0.86%0.86%
ICICI Prudential Asset Management Company Limited
Capital Markets
0.49%1.83%0.49%

Unique to Baroda BNP Paribas Large Cap

  • Hitachi Energy India Limited4.16%
  • Vedanta Limited2.45%

Unique to TATA LARGE CAP

  • MAHINDRA & MAHINDRA LTD.2.89%

Sector Overlap Breakdown

Banks
21.1% (6)
IT - Software
6.1% (3)
Petroleum Products
5.3% (1)
Construction
3.6% (1)
Power
3.0% (2)
Automobiles
2.2% (2)
Telecom - Services
2.2% (1)
Finance
1.5% (1)
Diversified FMCG
1.4% (1)
Food Products
1.4% (1)
Ferrous Metals
1.2% (1)
Insurance
1.0% (1)
Electrical Equipment
0.9% (1)
Consumer Durables
0.9% (1)
Capital Markets
0.5% (1)

More comparisons for Baroda BNP Paribas Large Cap

More comparisons for TATA LARGE CAP

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