LIC MF BANKING AND FINANCIAL SERVICES FUND vs Mahindra Manulife Banking & Financial Services Fund

LIC vs Mahindra· Portfolio Overlap Analysis

55.7%High Overlap
18 common stocksRank #6628 / 20,000

Investor takeaway: At 55.7% 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 (18)

StockWt% in LIC MF BANKING AND FINANCIAL SWt% in Mahindra Manulife Banking & FiOverlap
ICICI Bank Ltd.
Banks
12.62%13.27%12.62%
HDFC Bank Ltd.
Banks
16.56%11.61%11.61%
Axis Bank Ltd.
Banks
8.44%8.52%8.44%
State Bank of India
Banks
6.04%6.69%6.04%
Kotak Mahindra Bank Ltd.
Banks
7.77%4.08%4.08%
Ujjivan Small Finance Bank Ltd.
Banks
1.88%2.88%1.88%
Shriram Finance Ltd.
Finance
1.86%3.34%1.86%
Bajaj Finance Ltd.
Finance
1.53%5.89%1.53%
IIFL Finance Ltd.
Finance
2.23%1.38%1.38%
Multi Commodity Exchange Of India Ltd.
Capital Markets
1.07%2.58%1.07%
Piramal Finance Ltd.
Finance
2.20%0.99%0.99%
Karur Vysya Bank Ltd.
Banks
0.78%1.41%0.78%
DCB Bank Ltd.
Banks
1.78%0.68%0.68%
Aadhar Housing Finance Ltd.
Finance
1.50%0.65%0.65%
Aditya Birla Capital Ltd.
Finance
0.61%3.06%0.61%
Max Financial Services Ltd.
Insurance
0.53%2.52%0.53%
PB Fintech Ltd.
Financial Technology (Fintech)
0.48%0.49%0.48%
SBI Life Insurance Company Ltd.
Insurance
0.48%2.45%0.48%

Unique to LIC MF BANKING AND FINANCIAL S

  • MAS Financial Services Ltd.4.59%
  • SBI Cards & Payment Services Ltd.3.21%
  • Creditaccess Grameen Ltd.2.48%

Unique to Mahindra Manulife Banking & Fi

  • Cholamandalam Investment and Finance Company Limited2.87%

Sector Overlap Breakdown

Banks
46.1% (8)
Finance
7.0% (6)
Capital Markets
1.1% (1)
Insurance
1.0% (2)
Financial Technology (Fintech)
0.5% (1)

More comparisons for LIC MF BANKING AND FINANCIAL S

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