Kotak Large Cap Fund vs Mahindra Manulife Focused Fund
Kotak vs Mahindra· Portfolio Overlap Analysis
48.9%High Overlap
16 common stocksRank #11330 / 20,000
Investor takeaway: At 48.9% 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 Large Cap | Wt% in Mahindra Manulife Focused | Overlap |
|---|---|---|---|
ICICI BANK LTD. Banks | 7.36% | 8.56% | 7.36% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 6.39% | 5.58% | 5.58% |
HDFC BANK LTD. Banks | 7.01% | 4.92% | 4.92% |
STATE BANK OF INDIA. Banks | 4.83% | 5.10% | 4.83% |
Larsen and Toubro Ltd. Construction | 4.22% | 5.09% | 4.22% |
Infosys Ltd. IT - Software | 3.32% | 4.38% | 3.32% |
BAJAJ FINANCE LTD. Finance | 3.14% | 3.00% | 3.00% |
AXIS BANK LTD. Banks | 3.35% | 2.97% | 2.97% |
NTPC LTD Power | 2.89% | 3.47% | 2.89% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 2.59% | 2.43% | 2.43% |
ITC Ltd. Diversified FMCG | 2.05% | 2.86% | 2.05% |
Mahindra & Mahindra Ltd. Automobiles | 2.90% | 1.69% | 1.69% |
KOTAK MAHINDRA BANK LTD. Banks | 1.55% | 3.32% | 1.55% |
Tech Mahindra Ltd. IT - Software | 1.04% | 3.06% | 1.04% |
Power Finance Corporation Ltd. Finance | 0.84% | 2.39% | 0.84% |
Coal India Limited Consumable Fuels | 0.21% | 2.33% | 0.21% |
Unique to Kotak Large Cap
- BHARTI AIRTEL LTD.3.78%
Unique to Mahindra Manulife Focused
- Indus Towers Limited4.07%
- Grasim Industries Limited3.82%
- Bajaj Auto Limited3.43%
Sector Overlap Breakdown
Banks21.6% (5)
Petroleum Products5.6% (1)
IT - Software4.4% (2)
Construction4.2% (1)
Finance3.8% (2)
Power2.9% (1)
Pharmaceuticals and Biotechnology2.4% (1)
Diversified FMCG2.0% (1)
Automobiles1.7% (1)
Consumable Fuels0.2% (1)
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More comparisons for Mahindra Manulife Focused
- vs HDFC BSE SENSEX ETF53.8% · 16 stocks
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.