Kotak Banking and Financial Services Fund vs Mahindra Manulife Banking & Financial Services Fund

Kotak vs Mahindra· Portfolio Overlap Analysis

65.2%High Overlap
17 common stocksRank #3806 / 5,000

Investor takeaway: These funds overlap 65.2%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (17)

StockWt% in Kotak Banking and Financial SeWt% in Mahindra Manulife Banking & FiOverlap
ICICI BANK LTD.
Banks
11.76%13.27%11.76%
HDFC BANK LTD.
Banks
14.49%11.61%11.61%
AXIS BANK LTD.
Banks
8.09%8.52%8.09%
STATE BANK OF INDIA.
Banks
10.66%6.69%6.69%
BAJAJ FINANCE LTD.
Finance
6.33%5.89%5.89%
KOTAK MAHINDRA BANK LTD.
Banks
3.71%4.08%3.71%
SHRIRAM FINANCE LIMITED
Finance
5.01%3.34%3.34%
SBI Life Insurance Company Ltd
Insurance
2.25%2.45%2.25%
BANK OF MAHARASHTRA
Banks
2.29%2.17%2.17%
Ujjivan Small Finance Bank Ltd.
Banks
2.08%2.88%2.08%
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.
Finance
1.99%2.87%1.99%
KARUR VYSYA BANK LTD.
Banks
2.09%1.41%1.41%
INDIAN BANK
Banks
1.65%1.10%1.10%
Max Financial Services Ltd
Insurance
1.07%2.52%1.07%
PIRAMAL FINANCE LTD
Finance
1.13%0.99%0.99%
Prudent Corporate Advisory Services Ltd.
Capital Markets
0.95%0.70%0.70%
BSE LTD
Capital Markets
2.44%0.31%0.31%

Unique to Kotak Banking and Financial Se

  • POONAWALLA FINCORP LIMITED2.34%

Unique to Mahindra Manulife Banking & Fi

  • Aditya Birla Capital Limited3.06%

Sector Overlap Breakdown

Banks
48.6% (9)
Finance
12.2% (4)
Insurance
3.3% (2)
Capital Markets
1.0% (2)

More comparisons for Kotak Banking and Financial Se

More comparisons for Mahindra Manulife Banking & Fi

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