DSP Banking & Financial Services Fund vs Mahindra Manulife Banking & Financial Services Fund

DSP vs Mahindra· Portfolio Overlap Analysis

63.8%High Overlap
22 common stocksRank #4109 / 5,000

Investor takeaway: These funds overlap 63.8%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (22)

StockWt% in DSP Banking & Financial ServicWt% in Mahindra Manulife Banking & FiOverlap
ICICI Bank Limited
Banks
11.57%13.27%11.57%
Axis Bank Limited
Banks
7.78%8.52%7.78%
State Bank of India
Banks
6.41%6.69%6.41%
HDFC Bank Limited
Banks
4.70%11.61%4.70%
Bajaj Finance Limited
Finance
4.66%5.89%4.66%
Kotak Mahindra Bank Limited
Banks
5.42%4.08%4.08%
Aditya Birla Capital Limited
Finance
3.65%3.06%3.06%
Ujjivan Small Finance Bank Limited
Banks
4.05%2.88%2.88%
Multi Commodity Exchange of India Limited
Capital Markets
4.69%2.58%2.58%
Max Financial Services Limited
Insurance
3.05%2.52%2.52%
SBI Life Insurance Company Limited
Insurance
4.52%2.45%2.45%
Cholamandalam Investment and Finance Company Limited
Finance
2.43%2.87%2.43%
Bank of Maharashtra
Banks
2.95%2.17%2.17%
Shriram Finance Limited
Finance
1.17%3.34%1.17%
Karur Vysya Bank Limited
Banks
1.14%1.41%1.14%
PNB Housing Finance Limited
Finance
1.90%0.97%0.97%
Tata Capital Limited
Finance
0.96%1.28%0.96%
PRUDENT CORPORATE ADVISORY SERVICES Limited
Capital Markets
1.21%0.70%0.70%
Aadhar Housing Finance Limited
Finance
2.41%0.65%0.65%
PB Fintech Limited
Financial Technology (Fintech)
2.98%0.49%0.49%
ICICI Prudential Asset Management Co Limited
Capital Markets
0.38%2.75%0.38%
ICICI Lombard General Insurance Company Limited
Insurance
0.01%0.75%0.01%

Unique to DSP Banking & Financial Servic

All top holdings are shared with the other fund.

Unique to Mahindra Manulife Banking & Fi

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
40.7% (8)
Finance
13.9% (7)
Insurance
5.0% (3)
Capital Markets
3.7% (3)
Financial Technology (Fintech)
0.5% (1)

More comparisons for Mahindra Manulife Banking & Fi

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