ICICI Prudential Dividend Yield Equity Fund vs Mahindra Manulife ELSS Tax Saver Fund

ICICI vs Mahindra· Portfolio Overlap Analysis

46.2%High Overlap
27 common stocksRank #14306 / 20,000

Investor takeaway: At 46.2% 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 (27)

StockWt% in ICICI Prudential Dividend YielWt% in Mahindra Manulife ELSS Tax SavOverlap
ICICI Bank Ltd.
Banks
6.52%7.87%6.52%
HDFC Bank Ltd.
Banks
5.89%7.46%5.89%
Axis Bank Ltd.
Banks
4.57%3.55%3.55%
Reliance Industries Ltd.
Petroleum Products
3.28%5.17%3.28%
Larsen & Toubro Ltd.
Construction
3.26%3.02%3.02%
Ultratech Cement Ltd.
Cement & Cement Products
2.54%2.22%2.22%
Tata Consultancy Services Ltd.
It - Software
1.97%3.00%1.97%
Bharti Airtel Ltd.
Telecom - Services
2.13%1.81%1.81%
Hindustan Unilever Ltd.
Diversified Fmcg
1.60%2.75%1.60%
State Bank Of India
Banks
1.60%3.12%1.60%
Infosys Ltd.
It - Software
1.55%3.91%1.55%
Avenue Supermarts Ltd.
Retailing
1.86%1.52%1.52%
Oil & Natural Gas Corporation Ltd.
Oil
2.68%1.49%1.49%
Maruti Suzuki India Ltd.
Automobiles
3.66%1.40%1.40%
Britannia Industries Ltd.
Food Products
2.05%1.38%1.38%
NTPC Ltd.
Power
5.11%1.22%1.22%
Indus Towers Ltd.
Telecom - Services
1.18%1.31%1.18%
IndusInd Bank Ltd.
Banks
0.84%1.78%0.84%
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
0.77%1.47%0.77%
ICICI Prudential Life Insurance Company Ltd.
Insurance
0.74%1.34%0.74%
Dabur India Ltd.
Personal Products
0.69%0.94%0.69%
Dr. Reddy's Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.59%1.06%0.59%
Tech Mahindra Ltd.
It - Software
0.51%1.35%0.51%
Oil India Ltd.
Oil
0.87%0.47%0.47%
Bajaj Finance Ltd.
Finance
0.26%3.59%0.26%
Mahindra & Mahindra Ltd.
Automobiles
0.60%0.07%0.07%
LTIMindtree Ltd.
It - Software
0.06%0.99%0.06%

Unique to ICICI Prudential Dividend Yiel

  • Sun Pharmaceutical Industries Ltd.5.57%
  • Interglobe Aviation Ltd.3.00%

Unique to Mahindra Manulife ELSS Tax Sav

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
18.4% (5)
It - Software
4.1% (4)
Petroleum Products
3.3% (1)
Construction
3.0% (1)
Telecom - Services
3.0% (2)
Cement & Cement Products
2.2% (1)
Oil
2.0% (2)
Diversified Fmcg
1.6% (1)
Retailing
1.5% (1)
Automobiles
1.5% (2)
Food Products
1.4% (1)
Power
1.2% (1)
Agricultural, Commercial & Construction Vehicles
0.8% (1)
Insurance
0.7% (1)
Personal Products
0.7% (1)
Pharmaceuticals & Biotechnology
0.6% (1)
Finance
0.3% (1)

More comparisons for ICICI Prudential Dividend Yiel

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