IB19-Groww Banking & Financial Services Fund vs Mirae Asset Banking and Financial Services Fund

Groww vs Mirae· Portfolio Overlap Analysis

45.8%High Overlap
14 common stocksRank #14839 / 20,000

Investor takeaway: At 45.8% 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 (14)

StockWt% in IB19-Groww Banking & FinancialWt% in Mirae Asset Banking and FinancOverlap
ICICI Bank Limited
Banks
9.56%13.75%9.56%
State Bank of India
Banks
8.28%10.43%8.28%
Axis Bank Limited
Banks
6.03%8.38%6.03%
SBI Life Insurance Company Limited
Insurance
3.57%3.37%3.37%
Bajaj Finance Limited
Finance
6.45%3.36%3.36%
The Federal Bank Limited
Banks
2.78%2.80%2.78%
Aditya Birla Capital Limited
Finance
2.55%2.57%2.55%
Karur Vysya Bank Limited
Banks
2.50%2.86%2.50%
L&T Finance Limited
Finance
3.45%2.47%2.47%
Multi Commodity Exchange of India Ltd.
Capital Markets
3.21%1.50%1.50%
Bank of Baroda
Banks
2.67%1.21%1.21%
Home First Finance Company India Limited
Finance
2.55%1.07%1.07%
HDB Financial Services Limited
Finance
0.91%1.73%0.91%
PB Fintech Limited
Financial Technology (Fintech)
1.49%0.23%0.23%

Unique to IB19-Groww Banking & Financial

  • SBFC Finance Limited3.84%
  • BSE Ltd3.30%
  • Union Bank of India3.25%

Unique to Mirae Asset Banking and Financ

  • HDFC Bank Ltd.16.50%
  • Kotak Mahindra Bank Ltd.3.96%

Sector Overlap Breakdown

Banks
30.4% (6)
Finance
10.4% (5)
Insurance
3.4% (1)
Capital Markets
1.5% (1)
Financial Technology (Fintech)
0.2% (1)

More comparisons for IB19-Groww Banking & Financial

More comparisons for Mirae Asset Banking and Financ

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