IB19-Groww Banking & Financial Services Fund vs Mahindra Manulife Banking & Financial Services Fund

Groww vs Mahindra· Portfolio Overlap Analysis

44.6%High Overlap
15 common stocksRank #16814 / 20,000

Investor takeaway: At 44.6% 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 (15)

StockWt% in IB19-Groww Banking & FinancialWt% in Mahindra Manulife Banking & FiOverlap
ICICI Bank Limited
Banks
9.56%13.27%9.56%
State Bank of India
Banks
8.28%6.69%6.69%
Axis Bank Limited
Banks
6.03%8.52%6.03%
Bajaj Finance Limited
Finance
6.45%5.89%5.89%
Multi Commodity Exchange of India Ltd.
Capital Markets
3.21%2.58%2.58%
Aditya Birla Capital Limited
Finance
2.55%3.06%2.55%
Max Financial Services Limited
Insurance
2.56%2.52%2.52%
SBI Life Insurance Company Limited
Insurance
3.57%2.45%2.45%
Ujjivan Small Finance Bank Limited
Banks
2.25%2.88%2.25%
Karur Vysya Bank Limited
Banks
2.50%1.41%1.41%
Union Bank of India
Banks
3.25%1.06%1.06%
Prudent Corporate Advisory Services Ltd
Capital Markets
2.23%0.70%0.70%
PB Fintech Limited
Financial Technology (Fintech)
1.49%0.49%0.49%
BSE Ltd
Capital Markets
3.30%0.31%0.31%
ICICI Prudential AMC Ltd
Capital Markets
0.08%2.75%0.08%

Unique to IB19-Groww Banking & Financial

  • SBFC Finance Limited3.84%
  • L&T Finance Limited3.45%

Unique to Mahindra Manulife Banking & Fi

  • HDFC Bank Limited11.61%
  • Kotak Mahindra Bank Ltd4.08%
  • Shriram Finance Limited3.34%
  • Cholamandalam Investment and Finance Company Limited2.87%

Sector Overlap Breakdown

Banks
27.0% (6)
Finance
8.4% (2)
Insurance
5.0% (2)
Capital Markets
3.7% (4)
Financial Technology (Fintech)
0.5% (1)

More comparisons for IB19-Groww Banking & Financial

More comparisons for Mahindra Manulife Banking & Fi

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