LIC MF BANKING AND FINANCIAL SERVICES FUND vs TATA NIFTY FINANCIAL SERVICES INDEX FUND
LIC vs Tata· Portfolio Overlap Analysis
58.7%High Overlap
12 common stocksRank #5581 / 20,000
Investor takeaway: At 58.7% 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 (12)
| Stock | Wt% in LIC MF BANKING AND FINANCIAL S | Wt% in TATA NIFTY FINANCIAL SERVICES | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 16.56% | 16.76% | 16.56% |
ICICI Bank Ltd. Banks | 12.62% | 14.09% | 12.62% |
Axis Bank Ltd. Banks | 8.44% | 10.99% | 8.44% |
Kotak Mahindra Bank Ltd. Banks | 7.77% | 9.24% | 7.77% |
State Bank of India Banks | 6.04% | 12.26% | 6.04% |
Shriram Finance Ltd. Finance | 1.86% | 4.57% | 1.86% |
Power Finance Corporation Ltd. Finance | 1.56% | 1.82% | 1.56% |
Bajaj Finance Ltd. Finance | 1.53% | 8.00% | 1.53% |
SBI Cards & Payment Services Ltd. Finance | 3.21% | 0.71% | 0.71% |
Muthoot Finance Ltd. Finance | 0.56% | 1.09% | 0.56% |
HDFC Life Insurance Company Ltd. Insurance | 0.56% | 2.33% | 0.56% |
SBI Life Insurance Company Ltd. Insurance | 0.48% | 2.77% | 0.48% |
Unique to LIC MF BANKING AND FINANCIAL S
- MAS Financial Services Ltd.4.59%
- Creditaccess Grameen Ltd.2.48%
- IIFL Finance Ltd.2.23%
- Piramal Finance Ltd.2.20%
Unique to TATA NIFTY FINANCIAL SERVICES
- BAJAJ FINSERV LTD.3.45%
- BSE LTD.3.35%
Sector Overlap Breakdown
Banks51.4% (5)
Finance6.2% (5)
Insurance1.0% (2)
More comparisons for LIC MF BANKING AND FINANCIAL S
- vs Bajaj Finserv Banking and Fina60.6% · 15 stocks
- vs HDFC Banking & Financial Servi58.8% · 14 stocks
- vs Mirae Asset Nifty Financial Se58.7% · 12 stocks
- vs Mirae Asset Banking and Financ58.6% · 17 stocks
- vs TATA BANKING & FINANCIAL SERVI56.3% · 16 stocks
More comparisons for TATA NIFTY FINANCIAL SERVICES
- vs Mirae Asset Nifty Financial Se100.0% · 20 stocks
- vs HDFC Banking & Financial Servi69.2% · 10 stocks
- vs Kotak Banking and Financial Se69.0% · 12 stocks
- vs EDELWEISS FINANCIAL SERVICES68.1% · 13 stocks
- vs SBI Banking And Financial Serv65.5% · 13 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.