IB11-Groww ELSS Tax Saver Fund vs Mahindra Manulife ELSS Tax Saver Fund

Groww vs Mahindra· Portfolio Overlap Analysis

46.3%High Overlap
24 common stocksRank #14218 / 20,000

Investor takeaway: At 46.3% 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 (24)

StockWt% in IB11-Groww ELSS Tax SaverWt% in Mahindra Manulife ELSS Tax SavOverlap
HDFC Bank Limited
Banks
8.05%7.46%7.46%
ICICI Bank Limited
Banks
5.75%7.87%5.75%
Reliance Industries Limited
Petroleum Products
5.46%5.17%5.17%
State Bank of India
Banks
3.53%3.12%3.12%
Larsen & Toubro Limited
Construction
3.35%3.02%3.02%
Axis Bank Limited
Banks
2.60%3.55%2.60%
Infosys Limited
IT - Software
2.49%3.91%2.49%
Bharti Airtel Limited
Telecom - Services
3.23%1.81%1.81%
Bajaj Finance Limited
Finance
1.67%3.59%1.67%
Maruti Suzuki India Limited
Automobiles
1.77%1.40%1.40%
TVS Motor Company Limited
Automobiles
1.36%1.48%1.36%
Hindustan Unilever Limited
Diversified FMCG
1.29%2.75%1.29%
Titan Company Limited
Consumer Durables
1.27%1.76%1.27%
Tata Consultancy Services Limited
IT - Software
1.08%3.00%1.08%
UltraTech Cement Limited
Cement & Cement Products
1.00%2.22%1.00%
Godrej Properties Limited
Realty
0.96%0.89%0.89%
Info Edge (India) Limited
Retailing
0.86%1.15%0.86%
SWIGGY LIMITED
Retailing
1.02%0.85%0.85%
Tata Steel Limited
Ferrous Metals
1.56%0.83%0.83%
ICICI Lombard General Insurance Company
Insurance
1.03%0.78%0.78%
Navin Fluorine International Limited
Chemicals & Petrochemicals
0.78%0.80%0.78%
NTPC Limited
Power
0.70%1.22%0.70%
Mahindra & Mahindra Limited
Automobiles
2.35%0.07%0.07%
Kwality Wall’s (India) Limited
Food Products
0.02%0.03%0.02%

Unique to IB11-Groww ELSS Tax Saver

  • Kotak Mahindra Bank Limited2.23%

Unique to Mahindra Manulife ELSS Tax Sav

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
18.9% (4)
Petroleum Products
5.2% (1)
IT - Software
3.6% (2)
Construction
3.0% (1)
Automobiles
2.8% (3)
Telecom - Services
1.8% (1)
Retailing
1.7% (2)
Finance
1.7% (1)
Diversified FMCG
1.3% (1)
Consumer Durables
1.3% (1)
Cement & Cement Products
1.0% (1)
Realty
0.9% (1)
Ferrous Metals
0.8% (1)
Insurance
0.8% (1)
Chemicals & Petrochemicals
0.8% (1)
Power
0.7% (1)
Food Products
0.0% (1)

More comparisons for IB11-Groww ELSS Tax Saver

More comparisons for Mahindra Manulife ELSS Tax Sav

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