EDELWEISS FINANCIAL SERVICES FUND vs Mahindra Manulife Banking & Financial Services Fund
Edelweiss vs Mahindra· Portfolio Overlap Analysis
58.7%High Overlap
15 common stocksRank #5626 / 20,000
Investor takeaway: At 58.7% 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 (15)
| Stock | Wt% in EDELWEISS FINANCIAL SERVICES | Wt% in Mahindra Manulife Banking & Fi | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 11.25% | 11.61% | 11.25% |
ICICI Bank Ltd. Banks | 10.29% | 13.27% | 10.29% |
Axis Bank Ltd. Banks | 8.90% | 8.52% | 8.52% |
State Bank of India Banks | 11.20% | 6.69% | 6.69% |
Kotak Mahindra Bank Ltd. Banks | 6.64% | 4.08% | 4.08% |
Shriram Finance Ltd. Finance | 5.98% | 3.34% | 3.34% |
Cholamandalam Investment & Finance Company Ltd. Finance | 3.04% | 2.87% | 2.87% |
Bajaj Finance Ltd. Finance | 2.85% | 5.89% | 2.85% |
Max Financial Services Ltd. Insurance | 4.82% | 2.52% | 2.52% |
SBI Life Insurance Company Ltd. Insurance | 5.27% | 2.45% | 2.45% |
Karur Vysya Bank Ltd. Banks | 2.47% | 1.41% | 1.41% |
Indian Bank Banks | 1.08% | 1.10% | 1.08% |
Multi Commodity Exchange Of India Ltd. Capital Markets | 0.51% | 2.58% | 0.51% |
PB Fintech Ltd. Financial Technology (Fintech) | 0.98% | 0.49% | 0.49% |
BSE Ltd. Capital Markets | 4.92% | 0.31% | 0.31% |
Unique to EDELWEISS FINANCIAL SERVICES
All top holdings are shared with the other fund.
Unique to Mahindra Manulife Banking & Fi
- Aditya Birla Capital Limited3.06%
- Ujjivan Small Finance Bank Limited2.88%
Sector Overlap Breakdown
Banks43.3% (7)
Finance9.1% (3)
Insurance5.0% (2)
Capital Markets0.8% (2)
Financial Technology (Fintech)0.5% (1)
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More comparisons for Mahindra Manulife Banking & Fi
- vs ADITYA BIRLA SUN LIFE BANKING 65.2% · 18 stocks
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- vs Baroda BNP Paribas Banking & F63.2% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.