DSP ELSS Tax Saver Fund vs Mahindra Manulife Large Cap Fund

DSP vs Mahindra· Portfolio Overlap Analysis

49.1%High Overlap
17 common stocksRank #11179 / 20,000

Investor takeaway: At 49.1% 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 (17)

StockWt% in DSP ELSS Tax SaverWt% in Mahindra Manulife Large CapOverlap
ICICI Bank Limited
Banks
8.06%9.06%8.06%
HDFC Bank Limited
Banks
8.03%8.55%8.03%
Axis Bank Limited
Banks
6.23%4.28%4.28%
State Bank of India
Banks
4.57%3.83%3.83%
Infosys Limited
IT - Software
3.74%4.41%3.74%
Bharti Airtel Limited
Telecom - Services
2.93%3.90%2.93%
Mahindra & Mahindra Limited
Automobiles
2.53%2.62%2.53%
Tata Consultancy Services Limited
IT - Software
2.26%3.29%2.26%
Larsen & Toubro Limited
Construction
2.26%4.33%2.26%
NTPC Limited
Power
1.85%2.17%1.85%
Kotak Mahindra Bank Limited
Banks
2.73%1.77%1.77%
Shriram Finance Limited
Finance
1.63%1.80%1.63%
Hindustan Unilever Limited
Diversified FMCG
1.55%3.00%1.55%
Indus Towers Limited
Telecom - Services
1.60%1.29%1.29%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.41%1.08%1.08%
Tata Capital Limited
Finance
1.38%1.05%1.05%
Tata Motors Limited
Agricultural, Commercial & Construction Vehicles
0.94%1.45%0.94%

Unique to DSP ELSS Tax Saver

  • Samvardhana Motherson International Limited2.53%

Unique to Mahindra Manulife Large Cap

  • Reliance Industries Limited7.77%
  • Bajaj Finserv Limited4.73%

Sector Overlap Breakdown

Banks
26.0% (5)
IT - Software
6.0% (2)
Telecom - Services
4.2% (2)
Finance
2.7% (2)
Automobiles
2.5% (1)
Construction
2.3% (1)
Power
1.9% (1)
Diversified FMCG
1.6% (1)
Pharmaceuticals & Biotechnology
1.1% (1)
Agricultural, Commercial & Construction Vehicles
0.9% (1)

More comparisons for DSP ELSS Tax Saver

More comparisons for Mahindra Manulife Large Cap

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