ET vs Mahindra Manulife ELSS Tax Saver Fund
Canara Robeco vs Mahindra· Portfolio Overlap Analysis
49.0%High Overlap
25 common stocksRank #11275 / 20,000
Investor takeaway: At 49.0% 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 (25)
| Stock | Wt% in ET | Wt% in Mahindra Manulife ELSS Tax Sav | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 7.19% | 7.46% | 7.19% |
ICICI Bank Ltd Banks | 6.76% | 7.87% | 6.76% |
Reliance Industries Ltd Petroleum Products | 3.98% | 5.17% | 3.98% |
Infosys Ltd IT - Software | 3.22% | 3.91% | 3.22% |
State Bank of India Banks | 3.78% | 3.12% | 3.12% |
Larsen & Toubro Ltd Construction | 3.42% | 3.02% | 3.02% |
Axis Bank Ltd Banks | 2.76% | 3.55% | 2.76% |
Bajaj Finance Ltd Finance | 2.64% | 3.59% | 2.64% |
Bharti Airtel Ltd Telecom - Services | 3.12% | 1.81% | 1.81% |
Ultratech Cement Ltd Cement & Cement Products | 1.76% | 2.22% | 1.76% |
TVS Motor Co Ltd Automobiles | 1.47% | 1.48% | 1.47% |
NTPC Ltd Power | 1.38% | 1.22% | 1.22% |
Titan Co Ltd Consumer Durables | 1.14% | 1.76% | 1.14% |
Maruti Suzuki India Ltd Automobiles | 1.10% | 1.40% | 1.10% |
Tata Power Co Ltd Power | 0.98% | 1.30% | 0.98% |
CG Power and Industrial Solutions Ltd Electrical Equipment | 1.35% | 0.97% | 0.97% |
Uno Minda Ltd Auto Components | 0.97% | 1.28% | 0.97% |
Doms Industries Ltd Household Products | 0.96% | 0.88% | 0.88% |
Tata Consultancy Services Ltd IT - Software | 0.86% | 3.00% | 0.86% |
Tech Mahindra Ltd IT - Software | 0.70% | 1.35% | 0.70% |
Info Edge (India) Ltd Retailing | 0.68% | 1.15% | 0.68% |
Crompton Greaves Consumer Electricals Ltd Consumer Durables | 0.63% | 0.99% | 0.63% |
Britannia Industries Ltd Food Products | 0.54% | 1.38% | 0.54% |
Jubilant Foodworks Ltd Leisure Services | 0.50% | 0.91% | 0.50% |
Mahindra & Mahindra Ltd Automobiles | 1.24% | 0.07% | 0.07% |
Unique to ET
- Ge Vernova T&D India Ltd2.31%
Unique to Mahindra Manulife ELSS Tax Sav
- Hindustan Unilever Limited2.75%
Sector Overlap Breakdown
Banks19.8% (4)
IT - Software4.8% (3)
Petroleum Products4.0% (1)
Construction3.0% (1)
Finance2.6% (1)
Automobiles2.6% (3)
Power2.2% (2)
Telecom - Services1.8% (1)
Consumer Durables1.8% (2)
Cement & Cement Products1.8% (1)
Electrical Equipment1.0% (1)
Auto Components1.0% (1)
Household Products0.9% (1)
Retailing0.7% (1)
Food Products0.5% (1)
Leisure Services0.5% (1)
More comparisons for ET
- vs CANARA ROBECO FLEXICAP73.8% · 52 stocks
- vs CANARA ROBECO LARGE CAP65.4% · 41 stocks
- vs HDFC NIFTY 100 ETF59.1% · 42 stocks
- vs Axis Nifty 100 Index59.1% · 42 stocks
- vs ICICI Prudential Nifty 100 ETF59.1% · 42 stocks
More comparisons for Mahindra Manulife ELSS Tax Sav
- vs Mahindra Manulife Flexi Cap90.2% · 60 stocks
- vs Mahindra Manulife Large Cap62.9% · 29 stocks
- vs Mahindra Manulife Aggressive H59.9% · 50 stocks
- vs CANARA ROBECO LARGE CAP54.8% · 28 stocks
- vs NIPPON INDIA LARGE CAP54.1% · 27 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.