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

Groww vs Mahindra· Portfolio Overlap Analysis

46.9%High Overlap
24 common stocksRank #13418 / 20,000

Investor takeaway: At 46.9% 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 Flexi CapOverlap
HDFC Bank Limited
Banks
8.05%7.38%7.38%
ICICI Bank Limited
Banks
5.75%7.99%5.75%
Reliance Industries Limited
Petroleum Products
5.46%4.97%4.97%
State Bank of India
Banks
3.53%3.01%3.01%
Larsen & Toubro Limited
Construction
3.35%2.86%2.86%
Axis Bank Limited
Banks
2.60%3.62%2.60%
Infosys Limited
IT - Software
2.49%3.73%2.49%
Bharti Airtel Limited
Telecom - Services
3.23%1.73%1.73%
Bajaj Finance Limited
Finance
1.67%3.55%1.67%
Maruti Suzuki India Limited
Automobiles
1.77%1.36%1.36%
TVS Motor Company Limited
Automobiles
1.36%1.44%1.36%
Hindustan Unilever Limited
Diversified FMCG
1.29%2.59%1.29%
Titan Company Limited
Consumer Durables
1.27%1.72%1.27%
Tata Consultancy Services Limited
IT - Software
1.08%2.87%1.08%
Tata Steel Limited
Ferrous Metals
1.56%1.04%1.04%
UltraTech Cement Limited
Cement & Cement Products
1.00%2.00%1.00%
SWIGGY LIMITED
Retailing
1.02%0.87%0.87%
Info Edge (India) Limited
Retailing
0.86%1.11%0.86%
Godrej Properties Limited
Realty
0.96%0.85%0.85%
Mahindra & Mahindra Limited
Automobiles
2.35%0.83%0.83%
ICICI Lombard General Insurance Company
Insurance
1.03%0.78%0.78%
Navin Fluorine International Limited
Chemicals & Petrochemicals
0.78%0.76%0.76%
NTPC Limited
Power
0.70%1.20%0.70%
Hindalco Industries Limited
Non - Ferrous Metals
1.66%0.36%0.36%

Unique to IB11-Groww ELSS Tax Saver

  • Kotak Mahindra Bank Limited2.23%

Unique to Mahindra Manulife Flexi Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
18.7% (4)
Petroleum Products
5.0% (1)
IT - Software
3.6% (2)
Automobiles
3.5% (3)
Construction
2.9% (1)
Telecom - Services
1.7% (1)
Retailing
1.7% (2)
Finance
1.7% (1)
Diversified FMCG
1.3% (1)
Consumer Durables
1.3% (1)
Ferrous Metals
1.0% (1)
Cement & Cement Products
1.0% (1)
Realty
0.8% (1)
Insurance
0.8% (1)
Chemicals & Petrochemicals
0.8% (1)
Power
0.7% (1)
Non - Ferrous Metals
0.4% (1)

More comparisons for IB11-Groww ELSS Tax Saver

More comparisons for Mahindra Manulife Flexi Cap

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