ICICI Prudential India Opportunities Fund vs Mahindra Manulife ELSS Tax Saver Fund
ICICI vs Mahindra· Portfolio Overlap Analysis
45.0%High Overlap
27 common stocksRank #16074 / 20,000
Investor takeaway: At 45.0% 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 (27)
| Stock | Wt% in ICICI Prudential India Opportu | Wt% in Mahindra Manulife ELSS Tax Sav | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 5.99% | 7.87% | 5.99% |
HDFC Bank Ltd. Banks | 5.17% | 7.46% | 5.17% |
Infosys Ltd. It - Software | 5.64% | 3.91% | 3.91% |
Reliance Industries Ltd. Petroleum Products | 3.87% | 5.17% | 3.87% |
Axis Bank Ltd. Banks | 4.25% | 3.55% | 3.55% |
Larsen & Toubro Ltd. Construction | 3.44% | 3.02% | 3.02% |
State Bank Of India Banks | 2.44% | 3.12% | 2.44% |
Hindustan Unilever Ltd. Diversified Fmcg | 2.24% | 2.75% | 2.24% |
Tata Consultancy Services Ltd. It - Software | 1.78% | 3.00% | 1.78% |
Tata Motors Ltd. Agricultural, Commercial & Construction Vehicles | 2.98% | 1.47% | 1.47% |
Bharti Airtel Ltd. Telecom - Services | 1.37% | 1.81% | 1.37% |
NTPC Ltd. Power | 2.65% | 1.22% | 1.22% |
Oil & Natural Gas Corporation Ltd. Oil | 1.20% | 1.49% | 1.20% |
Info Edge (India) Ltd. Retailing | 1.67% | 1.15% | 1.15% |
Titan Company Ltd. Consumer Durables | 1.13% | 1.76% | 1.13% |
Avenue Supermarts Ltd. Retailing | 0.79% | 1.52% | 0.79% |
ICICI Lombard General Insurance Company Ltd. Insurance | 1.95% | 0.78% | 0.78% |
Dr. Reddy's Laboratories Ltd. Pharmaceuticals & Biotechnology | 0.74% | 1.06% | 0.74% |
Britannia Industries Ltd. Food Products | 0.59% | 1.38% | 0.59% |
IndusInd Bank Ltd. Banks | 0.52% | 1.78% | 0.52% |
Ultratech Cement Ltd. Cement & Cement Products | 0.45% | 2.22% | 0.45% |
Oil India Ltd. Oil | 0.40% | 0.47% | 0.40% |
Maruti Suzuki India Ltd. Automobiles | 0.39% | 1.40% | 0.39% |
Swiggy Ltd Retailing | 0.33% | 0.85% | 0.33% |
ICICI Prudential Life Insurance Company Ltd. Insurance | 0.30% | 1.34% | 0.30% |
Aarti Industries Ltd. Chemicals & Petrochemicals | 0.49% | 0.12% | 0.12% |
Mahindra & Mahindra Ltd. Automobiles | 1.62% | 0.07% | 0.07% |
Unique to ICICI Prudential India Opportu
- SBI Life Insurance Company Ltd.3.41%
- Sun Pharmaceutical Industries Ltd.3.33%
- HDFC Life Insurance Company Ltd.3.06%
Unique to Mahindra Manulife ELSS Tax Sav
- Bajaj Finance Ltd3.59%
Sector Overlap Breakdown
Banks17.7% (5)
It - Software5.7% (2)
Petroleum Products3.9% (1)
Construction3.0% (1)
Retailing2.3% (3)
Diversified Fmcg2.2% (1)
Oil1.6% (2)
Agricultural, Commercial & Construction Vehicles1.5% (1)
Telecom - Services1.4% (1)
Power1.2% (1)
Consumer Durables1.1% (1)
Insurance1.1% (2)
Pharmaceuticals & Biotechnology0.7% (1)
Food Products0.6% (1)
Automobiles0.5% (2)
Cement & Cement Products0.5% (1)
Chemicals & Petrochemicals0.1% (1)
More comparisons for ICICI Prudential India Opportu
- vs ICICI Prudential Value54.0% · 31 stocks
- vs ICICI Prudential ELSS Tax Save51.0% · 46 stocks
- vs ICICI Prudential Dividend Yiel50.3% · 33 stocks
- vs Mirae Asset Large Cap49.5% · 39 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA49.3% · 33 stocks
More comparisons for Mahindra Manulife ELSS Tax Sav
- vs Mahindra Manulife Flexi Cap90.2% · 60 stocks
- vs Mahindra Manulife Large Cap62.9% · 29 stocks
- vs Mahindra Manulife Aggressive H59.9% · 50 stocks
- vs CANARA ROBECO LARGE CAP54.8% · 28 stocks
- vs NIPPON INDIA LARGE CAP54.1% · 27 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.