HDFC BSE SENSEX ETF vs Mahindra Manulife Focused Fund

HDFC vs Mahindra· Portfolio Overlap Analysis

53.8%High Overlap
16 common stocksRank #7359 / 20,000

Investor takeaway: At 53.8% 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 (16)

StockWt% in HDFC BSE SENSEX ETFWt% in Mahindra Manulife FocusedOverlap
ICICI Bank Ltd.
Banks
10.26%8.56%8.56%
Reliance Industries Ltd.
Petroleum Products
9.82%5.58%5.58%
State Bank of India
Banks
5.20%5.10%5.10%
Larsen and Toubro Ltd.
Construction
5.21%5.09%5.09%
HDFC Bank Ltd.
Banks
14.07%4.92%4.92%
Infosys Limited
IT - Software
4.84%4.38%4.38%
Kotak Mahindra Bank Limited
Banks
3.18%3.32%3.18%
Axis Bank Ltd.
Banks
4.11%2.97%2.97%
ITC LIMITED
Diversified FMCG
3.15%2.86%2.86%
Bajaj Finance Ltd.
Finance
2.71%3.00%2.71%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.91%2.43%1.91%
NTPC Limited
Power
1.89%3.47%1.89%
Mahindra & Mahindra Ltd.
Automobiles
3.17%1.69%1.69%
Adani Ports & Special Economic Zone
Transport Infrastructure
1.16%2.38%1.16%
Tech Mahindra Ltd.
IT - Software
0.90%3.06%0.90%
Trent Ltd.
Retailing
0.90%1.50%0.90%

Unique to HDFC BSE SENSEX ETF

  • Bharti Airtel Ltd.5.47%

Unique to Mahindra Manulife Focused

  • Indus Towers Limited4.07%
  • Grasim Industries Limited3.82%
  • Bajaj Auto Limited3.43%

Sector Overlap Breakdown

Banks
24.7% (5)
Petroleum Products
5.6% (1)
IT - Software
5.3% (2)
Construction
5.1% (1)
Diversified FMCG
2.9% (1)
Finance
2.7% (1)
Pharmaceuticals & Biotechnology
1.9% (1)
Power
1.9% (1)
Automobiles
1.7% (1)
Transport Infrastructure
1.2% (1)
Retailing
0.9% (1)

More comparisons for HDFC BSE SENSEX ETF

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