LIC MF BANKING AND FINANCIAL SERVICES FUND vs TATA BANKING & FINANCIAL SERVICES FUND
LIC vs Tata· Portfolio Overlap Analysis
56.3%High Overlap
16 common stocksRank #6394 / 20,000
Investor takeaway: At 56.3% 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 LIC MF BANKING AND FINANCIAL S | Wt% in TATA BANKING & FINANCIAL SERVI | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 16.56% | 16.33% | 16.33% |
ICICI Bank Ltd. Banks | 12.62% | 13.76% | 12.62% |
Axis Bank Ltd. Banks | 8.44% | 9.21% | 8.44% |
State Bank of India Banks | 6.04% | 10.43% | 6.04% |
Shriram Finance Ltd. Finance | 1.86% | 4.49% | 1.86% |
Motilal Oswal Financial Services Ltd. Capital Markets | 1.81% | 2.03% | 1.81% |
DCB Bank Ltd. Banks | 1.78% | 1.64% | 1.64% |
Power Finance Corporation Ltd. Finance | 1.56% | 1.56% | 1.56% |
One 97 Communications Ltd. Financial Technology (Fintech) | 1.17% | 2.26% | 1.17% |
Multi Commodity Exchange Of India Ltd. Capital Markets | 1.07% | 1.28% | 1.07% |
Nippon Life India Asset Management Ltd. Capital Markets | 0.96% | 1.08% | 0.96% |
Five Star Business Finance Ltd. Finance | 0.79% | 1.23% | 0.79% |
HDFC Life Insurance Company Ltd. Insurance | 0.56% | 1.97% | 0.56% |
Max Financial Services Ltd. Insurance | 0.53% | 1.98% | 0.53% |
PB Fintech Ltd. Financial Technology (Fintech) | 0.48% | 1.13% | 0.48% |
SBI Life Insurance Company Ltd. Insurance | 0.48% | 3.64% | 0.48% |
Unique to LIC MF BANKING AND FINANCIAL S
- Kotak Mahindra Bank Ltd.7.77%
- MAS Financial Services Ltd.4.59%
- SBI Cards & Payment Services Ltd.3.21%
- Creditaccess Grameen Ltd.2.48%
- IIFL Finance Ltd.2.23%
- Piramal Finance Ltd.2.20%
Unique to TATA BANKING & FINANCIAL SERVI
- BANK OF BARODA3.61%
- BAJAJ FINSERV LTD.3.12%
- CANARA HSBC LIFE INSURANCE COMPANY LTD2.50%
- ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD.2.38%
Sector Overlap Breakdown
Banks45.1% (5)
Finance4.2% (3)
Capital Markets3.8% (3)
Financial Technology (Fintech)1.6% (2)
Insurance1.6% (3)
More comparisons for LIC MF BANKING AND FINANCIAL S
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- vs Mirae Asset Nifty Financial Se58.7% · 12 stocks
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More comparisons for TATA BANKING & FINANCIAL SERVI
- vs HDFC Banking & Financial Servi66.4% · 15 stocks
- vs NIPPON INDIA BANKING & FINANCI65.4% · 16 stocks
- vs TATA NIFTY FINANCIAL SERVICES 65.0% · 10 stocks
- vs Mirae Asset Nifty Financial Se65.0% · 10 stocks
- vs Mirae Asset Banking and Financ62.8% · 13 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.