EDELWEISS LARGE CAP FUND vs Mahindra Manulife Large Cap Fund

Edelweiss vs Mahindra· Portfolio Overlap Analysis

54.6%High Overlap
26 common stocksRank #7025 / 20,000

Investor takeaway: At 54.6% 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 (26)

StockWt% in EDELWEISS LARGE CAPWt% in Mahindra Manulife Large CapOverlap
HDFC Bank Ltd.
Banks
7.59%8.55%7.59%
ICICI Bank Ltd.
Banks
6.63%9.06%6.63%
Reliance Industries Ltd.
Petroleum Products
5.51%7.77%5.51%
Larsen & Toubro Ltd.
Construction
4.35%4.33%4.33%
State Bank of India
Banks
3.98%3.83%3.83%
Bharti Airtel Ltd.
Telecom - Services
3.61%3.90%3.61%
Infosys Ltd.
IT - Software
2.78%4.41%2.78%
Mahindra & Mahindra Ltd.
Automobiles
3.22%2.62%2.62%
Axis Bank Ltd.
Banks
2.53%4.28%2.53%
NTPC Ltd.
Power
2.23%2.17%2.17%
Titan Company Ltd.
Consumer Durables
2.09%1.89%1.89%
Tata Consultancy Services Ltd.
IT - Software
1.11%3.29%1.11%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.18%1.08%1.08%
Tech Mahindra Ltd.
IT - Software
1.04%1.55%1.04%
Pidilite Industries Ltd.
Chemicals & Petrochemicals
1.03%1.41%1.03%
Hindustan Unilever Ltd.
Diversified FMCG
0.90%3.00%0.90%
TVS Motor Company Ltd.
Automobiles
0.90%1.39%0.90%
Indus Towers Ltd.
Telecom - Services
0.83%1.29%0.83%
Nestle India Ltd.
Food Products
0.72%1.02%0.72%
Britannia Industries Ltd.
Food Products
0.68%1.42%0.68%
Oil & Natural Gas Corporation Ltd.
Oil
0.65%1.46%0.65%
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
0.63%1.45%0.63%
Power Grid Corporation of India Ltd.
Power
0.51%0.49%0.49%
Kotak Mahindra Bank Ltd.
Banks
0.49%1.77%0.49%
Avenue Supermarts Ltd.
Retailing
0.47%1.46%0.47%
Cummins India Ltd.
Industrial Products
0.06%0.47%0.06%

Unique to EDELWEISS LARGE CAP

  • Bajaj Finance Ltd.3.30%

Unique to Mahindra Manulife Large Cap

  • Bajaj Finserv Limited4.73%

Sector Overlap Breakdown

Banks
21.1% (5)
Petroleum Products
5.5% (1)
IT - Software
4.9% (3)
Telecom - Services
4.4% (2)
Construction
4.3% (1)
Automobiles
3.5% (2)
Power
2.7% (2)
Consumer Durables
1.9% (1)
Food Products
1.4% (2)
Pharmaceuticals & Biotechnology
1.1% (1)
Chemicals & Petrochemicals
1.0% (1)
Diversified FMCG
0.9% (1)
Oil
0.7% (1)
Agricultural, Commercial & Construction Vehicles
0.6% (1)
Retailing
0.5% (1)
Industrial Products
0.1% (1)

More comparisons for EDELWEISS LARGE CAP

More comparisons for Mahindra Manulife Large Cap

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