Kotak BSE Sensex ETF vs Mahindra Manulife Focused Fund
Kotak vs Mahindra· Portfolio Overlap Analysis
53.8%High Overlap
16 common stocksRank #7363 / 20,000
Investor takeaway: At 53.8% 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 (16)
| Stock | Wt% in Kotak BSE Sensex ETF | Wt% in Mahindra Manulife Focused | Overlap |
|---|---|---|---|
ICICI BANK LTD. Banks | 10.26% | 8.56% | 8.56% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 9.82% | 5.58% | 5.58% |
STATE BANK OF INDIA. Banks | 5.20% | 5.10% | 5.10% |
Larsen and Toubro Ltd. Construction | 5.21% | 5.09% | 5.09% |
HDFC BANK LTD. Banks | 14.07% | 4.92% | 4.92% |
Infosys Ltd. IT - Software | 4.84% | 4.38% | 4.38% |
KOTAK MAHINDRA BANK LTD. Banks | 3.18% | 3.32% | 3.18% |
AXIS BANK LTD. Banks | 4.11% | 2.97% | 2.97% |
ITC Ltd. Diversified FMCG | 3.15% | 2.86% | 2.86% |
BAJAJ FINANCE LTD. Finance | 2.71% | 3.00% | 2.71% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 1.91% | 2.43% | 1.91% |
NTPC LTD Power | 1.89% | 3.47% | 1.89% |
Mahindra & Mahindra Ltd. Automobiles | 3.17% | 1.69% | 1.69% |
Adani Ports and Special Economic Zone Limited Transport Infrastructure | 1.16% | 2.38% | 1.16% |
Tech Mahindra Ltd. IT - Software | 0.90% | 3.06% | 0.90% |
Trent Ltd Retailing | 0.90% | 1.50% | 0.90% |
Unique to Kotak BSE Sensex ETF
- BHARTI AIRTEL LTD.5.47%
Unique to Mahindra Manulife Focused
- Indus Towers Limited4.07%
- Grasim Industries Limited3.82%
- Bajaj Auto Limited3.43%
Sector Overlap Breakdown
Banks24.7% (5)
Petroleum Products5.6% (1)
IT - Software5.3% (2)
Construction5.1% (1)
Diversified FMCG2.9% (1)
Finance2.7% (1)
Pharmaceuticals and Biotechnology1.9% (1)
Power1.9% (1)
Automobiles1.7% (1)
Transport Infrastructure1.2% (1)
Retailing0.9% (1)
More comparisons for Kotak BSE Sensex ETF
- vs HDFC BSE Sensex Index100.0% · 30 stocks
- vs HDFC BSE SENSEX ETF100.0% · 30 stocks
- vs ICICI Prudential BSE Sensex ET100.0% · 30 stocks
- vs Mirae Asset BSE Sensex ETF100.0% · 30 stocks
- vs SBI BSE Sensex ETF100.0% · 30 stocks
More comparisons for Mahindra Manulife Focused
- vs HDFC BSE SENSEX ETF53.8% · 16 stocks
- vs HDFC BSE Sensex Index53.8% · 16 stocks
- vs ICICI Prudential BSE Sensex ET53.8% · 16 stocks
- vs Mirae Asset BSE Sensex ETF53.8% · 16 stocks
- vs SBI BSE Sensex ETF53.8% · 16 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.