IB01-Groww Large Cap Fund vs Mahindra Manulife Large Cap Fund

Groww vs Mahindra· Portfolio Overlap Analysis

48.2%High Overlap
17 common stocksRank #12000 / 20,000

Investor takeaway: At 48.2% 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 (17)

StockWt% in IB01-Groww Large CapWt% in Mahindra Manulife Large CapOverlap
ICICI Bank Limited
Banks
8.30%9.06%8.30%
HDFC Bank Limited
Banks
7.80%8.55%7.80%
Larsen & Toubro Limited
Construction
6.74%4.33%4.33%
Reliance Industries Limited
Petroleum Products
4.31%7.77%4.31%
Bharti Airtel Limited
Telecom - Services
4.13%3.90%3.90%
State Bank of India
Banks
4.64%3.83%3.83%
Axis Bank Limited
Banks
2.61%4.28%2.61%
Mahindra & Mahindra Limited
Automobiles
2.60%2.62%2.60%
Infosys Limited
IT - Software
2.03%4.41%2.03%
Kotak Mahindra Bank Limited
Banks
2.47%1.77%1.77%
Avenue Supermarts Limited
Retailing
1.74%1.46%1.46%
Hindustan Unilever Limited
Diversified FMCG
1.15%3.00%1.15%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.54%1.08%1.08%
NTPC Limited
Power
1.07%2.17%1.07%
Shriram Finance Limited
Finance
1.03%1.80%1.03%
Cummins India Limited
Industrial Products
3.39%0.47%0.47%
SWIGGY LIMITED
Retailing
0.44%0.74%0.44%

Unique to IB01-Groww Large Cap

  • Bajaj Finance Limited3.32%
  • Torrent Pharmaceuticals Limited2.61%

Unique to Mahindra Manulife Large Cap

  • Bajaj Finserv Limited4.73%
  • Tata Consultancy Services Limited3.29%

Sector Overlap Breakdown

Banks
24.3% (5)
Construction
4.3% (1)
Petroleum Products
4.3% (1)
Telecom - Services
3.9% (1)
Automobiles
2.6% (1)
IT - Software
2.0% (1)
Retailing
1.9% (2)
Diversified FMCG
1.1% (1)
Pharmaceuticals & Biotechnology
1.1% (1)
Power
1.1% (1)
Finance
1.0% (1)
Industrial Products
0.5% (1)

More comparisons for IB01-Groww Large Cap

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