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

Groww vs Mahindra· Portfolio Overlap Analysis

51.0%High Overlap
22 common stocksRank #9073 / 20,000

Investor takeaway: At 51.0% 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 (22)

StockWt% in IB11-Groww ELSS Tax SaverWt% in Mahindra Manulife Large CapOverlap
HDFC Bank Limited
Banks
8.05%8.55%8.05%
ICICI Bank Limited
Banks
5.75%9.06%5.75%
Reliance Industries Limited
Petroleum Products
5.46%7.77%5.46%
State Bank of India
Banks
3.53%3.83%3.53%
Larsen & Toubro Limited
Construction
3.35%4.33%3.35%
Bharti Airtel Limited
Telecom - Services
3.23%3.90%3.23%
Axis Bank Limited
Banks
2.60%4.28%2.60%
Infosys Limited
IT - Software
2.49%4.41%2.49%
Mahindra & Mahindra Limited
Automobiles
2.35%2.62%2.35%
Kotak Mahindra Bank Limited
Banks
2.23%1.77%1.77%
Shriram Finance Limited
Finance
1.36%1.80%1.36%
TVS Motor Company Limited
Automobiles
1.36%1.39%1.36%
Hindustan Unilever Limited
Diversified FMCG
1.29%3.00%1.29%
Titan Company Limited
Consumer Durables
1.27%1.89%1.27%
Grasim Industries Limited
Cement & Cement Products
1.14%1.75%1.14%
Tata Consultancy Services Limited
IT - Software
1.08%3.29%1.08%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.04%1.08%1.04%
ICICI Lombard General Insurance Company
Insurance
1.03%0.87%0.87%
SRF Limited
Chemicals & Petrochemicals
0.80%0.87%0.80%
Info Edge (India) Limited
Retailing
0.86%0.78%0.78%
SWIGGY LIMITED
Retailing
1.02%0.74%0.74%
NTPC Limited
Power
0.70%2.17%0.70%

Unique to IB11-Groww ELSS Tax Saver

All top holdings are shared with the other fund.

Unique to Mahindra Manulife Large Cap

  • Bajaj Finserv Limited4.73%

Sector Overlap Breakdown

Banks
21.7% (5)
Petroleum Products
5.5% (1)
Automobiles
3.7% (2)
IT - Software
3.6% (2)
Construction
3.4% (1)
Telecom - Services
3.2% (1)
Retailing
1.5% (2)
Finance
1.4% (1)
Diversified FMCG
1.3% (1)
Consumer Durables
1.3% (1)
Cement & Cement Products
1.1% (1)
Pharmaceuticals & Biotechnology
1.0% (1)
Insurance
0.9% (1)
Chemicals & Petrochemicals
0.8% (1)
Power
0.7% (1)

More comparisons for IB11-Groww ELSS Tax Saver

More comparisons for Mahindra Manulife Large Cap

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