HDFC Large Cap Fund vs Mahindra Manulife Large Cap Fund

HDFC vs Mahindra· Portfolio Overlap Analysis

55.0%High Overlap
23 common stocksRank #6927 / 20,000

Investor takeaway: At 55.0% 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 (23)

StockWt% in HDFC Large CapWt% in Mahindra Manulife Large CapOverlap
ICICI Bank Ltd.
Banks
9.50%9.06%9.06%
HDFC Bank Ltd.
Banks
8.58%8.55%8.55%
Reliance Industries Ltd.
Petroleum Products
4.96%7.77%4.96%
Bharti Airtel Ltd.
Telecom - Services
5.59%3.90%3.90%
Axis Bank Ltd.
Banks
3.70%4.28%3.70%
Infosys Limited
IT - Software
3.67%4.41%3.67%
Bajaj Finserv Ltd.
Finance
2.73%4.73%2.73%
NTPC Limited
Power
2.13%2.17%2.13%
State Bank of India
Banks
1.91%3.83%1.91%
Titan Company Ltd.
Consumer Durables
4.45%1.89%1.89%
Kotak Mahindra Bank Limited
Banks
5.34%1.77%1.77%
Havells India Ltd.
Consumer Durables
1.51%1.56%1.51%
Tata Motors Limited
Agricultural, Commercial & Construction Vehicles
2.16%1.45%1.45%
Indusind Bank Ltd.
Banks
1.47%1.44%1.44%
Larsen and Toubro Ltd.
Construction
1.40%4.33%1.40%
Hyundai Motor India Limited
Automobiles
1.18%0.88%0.88%
SRF Ltd.
Chemicals & Petrochemicals
0.89%0.87%0.87%
Mahindra & Mahindra Ltd.
Automobiles
0.84%2.62%0.84%
Swiggy Limited
Retailing
0.73%0.74%0.73%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
0.51%1.08%0.51%
Tata Capital Ltd.
Finance
0.45%1.05%0.45%
DLF LIMITED
Realty
0.32%0.79%0.32%
Cummins India Ltd.
Industrial Products
0.28%0.47%0.28%

Unique to HDFC Large Cap

  • Torrent Pharmaceuticals Ltd.3.44%
  • Bajaj Auto Limited3.10%

Unique to Mahindra Manulife Large Cap

  • Tata Consultancy Services Limited3.29%

Sector Overlap Breakdown

Banks
26.4% (6)
Petroleum Products
5.0% (1)
Telecom - Services
3.9% (1)
IT - Software
3.7% (1)
Consumer Durables
3.4% (2)
Finance
3.2% (2)
Power
2.1% (1)
Automobiles
1.7% (2)
Agricultural, Commercial & Construction Vehicles
1.4% (1)
Construction
1.4% (1)
Chemicals & Petrochemicals
0.9% (1)
Retailing
0.7% (1)
Pharmaceuticals & Biotechnology
0.5% (1)
Realty
0.3% (1)
Industrial Products
0.3% (1)

More comparisons for HDFC Large Cap

More comparisons for Mahindra Manulife Large Cap

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