ICICI Prudential Value Fund vs Mahindra Manulife Large Cap Fund

ICICI vs Mahindra· Portfolio Overlap Analysis

54.8%High Overlap
22 common stocksRank #6948 / 20,000

Investor takeaway: At 54.8% 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 (22)

StockWt% in ICICI Prudential ValueWt% in Mahindra Manulife Large CapOverlap
ICICI Bank Ltd.
Banks
8.71%9.06%8.71%
HDFC Bank Ltd.
Banks
8.05%8.55%8.05%
Reliance Industries Ltd.
Petroleum Products
6.13%7.77%6.13%
Infosys Ltd.
It - Software
5.93%4.41%4.41%
Tata Consultancy Services Ltd.
It - Software
4.01%3.29%3.29%
Axis Bank Ltd.
Banks
3.13%4.28%3.13%
Hindustan Unilever Ltd.
Diversified Fmcg
3.03%3.00%3.00%
State Bank Of India
Banks
2.37%3.83%2.37%
NTPC Ltd.
Power
3.15%2.17%2.17%
Larsen & Toubro Ltd.
Construction
1.92%4.33%1.92%
Bharti Airtel Ltd.
Telecom - Services
1.65%3.90%1.65%
Kotak Mahindra Bank Ltd.
Banks
1.53%1.77%1.53%
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
1.45%1.45%1.45%
Bajaj Finserv Ltd.
Finance
1.36%4.73%1.36%
Oil & Natural Gas Corporation Ltd.
Oil
1.21%1.46%1.21%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
4.44%1.08%1.08%
ICICI Lombard General Insurance Company Ltd.
Insurance
0.79%0.87%0.79%
LG Electronics Inc
Consumer Durables
0.82%0.65%0.65%
IndusInd Bank Ltd.
Banks
0.61%1.44%0.61%
Hyundai Motor India Ltd.
Automobiles
0.60%0.88%0.60%
Pidilite Industries Ltd.
Chemicals & Petrochemicals
0.33%1.41%0.33%
Power Grid Corporation Of India Ltd.
Power
0.32%0.49%0.32%

Unique to ICICI Prudential Value

  • ITC Ltd.5.19%

Unique to Mahindra Manulife Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
24.4% (6)
It - Software
7.7% (2)
Petroleum Products
6.1% (1)
Diversified Fmcg
3.0% (1)
Power
2.5% (2)
Construction
1.9% (1)
Telecom - Services
1.6% (1)
Agricultural, Commercial & Construction Vehicles
1.4% (1)
Finance
1.4% (1)
Oil
1.2% (1)
Pharmaceuticals & Biotechnology
1.1% (1)
Insurance
0.8% (1)
Consumer Durables
0.7% (1)
Automobiles
0.6% (1)
Chemicals & Petrochemicals
0.3% (1)

More comparisons for ICICI Prudential Value

More comparisons for Mahindra Manulife Large Cap

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