HDFC Banking & Financial Services Fund vs LIC MF BANKING AND FINANCIAL SERVICES FUND
HDFC vs LIC· Portfolio Overlap Analysis
58.8%High Overlap
14 common stocksRank #5432 / 20,000
Investor takeaway: At 58.8% 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 (14)
| Stock | Wt% in HDFC Banking & Financial Servi | Wt% in LIC MF BANKING AND FINANCIAL S | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 16.63% | 16.56% | 16.56% |
ICICI Bank Ltd. Banks | 13.99% | 12.62% | 12.62% |
Axis Bank Ltd. Banks | 8.71% | 8.44% | 8.44% |
Kotak Mahindra Bank Limited Banks | 8.13% | 7.77% | 7.77% |
State Bank of India Banks | 7.46% | 6.04% | 6.04% |
Shriram Finance Ltd. Finance | 4.89% | 1.86% | 1.86% |
Bajaj Finance Ltd. Finance | 4.36% | 1.53% | 1.53% |
Five-Star Business Finance Limited Finance | 1.97% | 0.79% | 0.79% |
Karur Vysya Bank Ltd. Banks | 2.33% | 0.78% | 0.78% |
Multi Commodity Exchange of India L Capital Markets | 0.70% | 1.07% | 0.70% |
Max Financial Services Ltd. Insurance | 1.61% | 0.53% | 0.53% |
SBI Life Insurance Company Ltd. Insurance | 3.12% | 0.48% | 0.48% |
PB Fintech Limited Financial Technology (Fintech) | 0.77% | 0.48% | 0.48% |
Au Small Finance Bank Ltd. Banks | 2.97% | 0.26% | 0.26% |
Unique to HDFC Banking & Financial Servi
All top holdings are shared with the other fund.
Unique to LIC MF BANKING AND FINANCIAL S
- MAS Financial Services Ltd.4.59%
- SBI Cards & Payment Services Ltd.3.21%
- Creditaccess Grameen Ltd.2.48%
- IIFL Finance Ltd.2.23%
- Piramal Finance Ltd.2.20%
Sector Overlap Breakdown
Banks52.5% (7)
Finance4.2% (3)
Insurance1.0% (2)
Capital Markets0.7% (1)
Financial Technology (Fintech)0.5% (1)
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More comparisons for LIC MF BANKING AND FINANCIAL S
- vs Bajaj Finserv Banking and Fina60.6% · 15 stocks
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.