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)
| Stock | Wt% in DSP Banking & Financial Servic | Wt% in Mahindra Manulife Banking & Fi | Overlap |
|---|---|---|---|
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
Banks40.7% (8)
Finance13.9% (7)
Insurance5.0% (3)
Capital Markets3.7% (3)
Financial Technology (Fintech)0.5% (1)
More comparisons for Mahindra Manulife Banking & Fi
- vs ADITYA BIRLA SUN LIFE BANKING 65.2% · 18 stocks
- vs Kotak Banking and Financial Se65.2% · 17 stocks
- vs HDFC Banking & Financial Servi65.1% · 17 stocks
- vs Baroda BNP Paribas Banking & F63.2% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.