EDELWEISS FLEXI-CAP FUND vs Mahindra Manulife Flexi Cap Fund
Edelweiss vs Mahindra· Portfolio Overlap Analysis
44.1%High Overlap
30 common stocksRank #17415 / 20,000
Investor takeaway: At 44.1% 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 (30)
| Stock | Wt% in EDELWEISS FLEXI-CAP | Wt% in Mahindra Manulife Flexi Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 6.07% | 7.38% | 6.07% |
ICICI Bank Ltd. Banks | 4.84% | 7.99% | 4.84% |
Reliance Industries Ltd. Petroleum Products | 3.46% | 4.97% | 3.46% |
State Bank of India Banks | 3.48% | 3.01% | 3.01% |
Larsen & Toubro Ltd. Construction | 3.23% | 2.86% | 2.86% |
Infosys Ltd. IT - Software | 2.16% | 3.73% | 2.16% |
Ultratech Cement Ltd. Cement & Cement Products | 2.12% | 2.00% | 2.00% |
Bajaj Finance Ltd. Finance | 1.97% | 3.55% | 1.97% |
Bharti Airtel Ltd. Telecom - Services | 2.20% | 1.73% | 1.73% |
Titan Company Ltd. Consumer Durables | 1.71% | 1.72% | 1.71% |
NTPC Ltd. Power | 3.40% | 1.20% | 1.20% |
TVS Motor Company Ltd. Automobiles | 1.07% | 1.44% | 1.07% |
Britannia Industries Ltd. Food Products | 1.06% | 1.41% | 1.06% |
Tata Steel Ltd. Ferrous Metals | 2.62% | 1.04% | 1.04% |
Hindustan Unilever Ltd. Diversified FMCG | 0.99% | 2.59% | 0.99% |
Maruti Suzuki India Ltd. Automobiles | 0.92% | 1.36% | 0.92% |
Axis Bank Ltd. Banks | 0.87% | 3.62% | 0.87% |
LG Electronics India Ltd. Consumer Durables | 1.04% | 0.86% | 0.86% |
Mahindra & Mahindra Ltd. Automobiles | 1.84% | 0.83% | 0.83% |
UNO Minda Ltd. Auto Components | 0.70% | 1.28% | 0.70% |
Tata Motors Ltd. Agricultural, Commercial & Construction Vehicles | 0.65% | 1.38% | 0.65% |
Vishal Mega Mart Ltd Retailing | 0.93% | 0.64% | 0.64% |
Oil India Ltd. Oil | 1.78% | 0.56% | 0.56% |
Tech Mahindra Ltd. IT - Software | 0.56% | 1.30% | 0.56% |
LTIMindtree Ltd. IT - Software | 0.55% | 1.04% | 0.55% |
Asian Paints Ltd. Consumer Durables | 0.55% | 0.90% | 0.55% |
Navin Fluorine International Ltd. Chemicals & Petrochemicals | 0.47% | 0.76% | 0.47% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.91% | 0.36% | 0.36% |
Cummins India Ltd. Industrial Products | 0.34% | 0.32% | 0.32% |
Dixon Technologies (India) Ltd. Consumer Durables | 0.08% | 0.92% | 0.08% |
Unique to EDELWEISS FLEXI-CAP
All top holdings are shared with the other fund.
Unique to Mahindra Manulife Flexi Cap
- Tata Consultancy Services Limited2.87%
Sector Overlap Breakdown
Banks14.8% (4)
Petroleum Products3.5% (1)
IT - Software3.3% (3)
Consumer Durables3.2% (4)
Construction2.9% (1)
Automobiles2.8% (3)
Cement & Cement Products2.0% (1)
Finance2.0% (1)
Telecom - Services1.7% (1)
Power1.2% (1)
Food Products1.1% (1)
Ferrous Metals1.0% (1)
Diversified FMCG1.0% (1)
Auto Components0.7% (1)
Agricultural, Commercial & Construction Vehicles0.7% (1)
Retailing0.6% (1)
Oil0.6% (1)
Chemicals & Petrochemicals0.5% (1)
Non - Ferrous Metals0.4% (1)
Industrial Products0.3% (1)
More comparisons for EDELWEISS FLEXI-CAP
- vs EDELWEISS MULTI CAP65.6% · 74 stocks
- vs EDELWEISS ELSS TAX SAVER60.3% · 57 stocks
- vs CANARA ROBECO LARGE CAP55.3% · 42 stocks
- vs IB11-Groww ELSS Tax Saver55.2% · 41 stocks
- vs EDELWEISS LARGE CAP54.5% · 44 stocks
More comparisons for Mahindra Manulife Flexi Cap
- vs Mahindra Manulife ELSS Tax Sav90.2% · 60 stocks
- vs Mahindra Manulife Large Cap64.6% · 31 stocks
- vs Mahindra Manulife Aggressive H61.0% · 51 stocks
- vs NIPPON INDIA LARGE CAP55.0% · 28 stocks
- vs CANARA ROBECO LARGE CAP54.9% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.