Kotak Large Cap Fund vs Mahindra Manulife ELSS Tax Saver Fund
Kotak vs Mahindra· Portfolio Overlap Analysis
48.8%High Overlap
21 common stocksRank #11366 / 20,000
Investor takeaway: At 48.8% 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 (21)
| Stock | Wt% in Kotak Large Cap | Wt% in Mahindra Manulife ELSS Tax Sav | Overlap |
|---|---|---|---|
ICICI BANK LTD. Banks | 7.36% | 7.87% | 7.36% |
HDFC BANK LTD. Banks | 7.01% | 7.46% | 7.01% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 5.17% | 5.17% |
AXIS BANK LTD. Banks | 3.35% | 3.55% | 3.35% |
Infosys Ltd. IT - Software | 3.32% | 3.91% | 3.32% |
BAJAJ FINANCE LTD. Finance | 3.14% | 3.59% | 3.14% |
STATE BANK OF INDIA. Banks | 4.83% | 3.12% | 3.12% |
Larsen and Toubro Ltd. Construction | 4.22% | 3.02% | 3.02% |
Ultratech Cement Ltd. Cement and Cement Products | 2.22% | 2.22% | 2.22% |
BHARTI AIRTEL LTD. Telecom - Services | 3.78% | 1.81% | 1.81% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 1.68% | 3.00% | 1.68% |
Maruti Suzuki India Limited Automobiles | 2.41% | 1.40% | 1.40% |
NTPC LTD Power | 2.89% | 1.22% | 1.22% |
Tech Mahindra Ltd. IT - Software | 1.04% | 1.35% | 1.04% |
Hindustan Unilever Ltd. Diversified FMCG | 0.97% | 2.75% | 0.97% |
Tata Steel Ltd. Ferrous Metals | 2.14% | 0.83% | 0.83% |
Britannia Industries Ltd. Food Products | 0.77% | 1.38% | 0.77% |
LG ELECTRONICS INDIA LTD. Consumer Durables | 0.64% | 0.88% | 0.64% |
SWIGGY LTD Retailing | 0.38% | 0.85% | 0.38% |
LENSKART SOLUTIONS LIMITED Retailing | 0.29% | 0.46% | 0.29% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 0.07% | 0.07% |
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Unique to Mahindra Manulife ELSS Tax Sav
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks20.8% (4)
IT - Software6.0% (3)
Petroleum Products5.2% (1)
Finance3.1% (1)
Construction3.0% (1)
Cement and Cement Products2.2% (1)
Telecom - Services1.8% (1)
Automobiles1.5% (2)
Power1.2% (1)
Diversified FMCG1.0% (1)
Ferrous Metals0.8% (1)
Food Products0.8% (1)
Retailing0.7% (2)
Consumer Durables0.6% (1)
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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.