LIC MF DIVIDEND YIELD FUND vs LIC MF LARGE & MID CAP FUND

LIC vs LIC· Portfolio Overlap Analysis

42.7%High Overlap
34 common stocksRank #19171 / 20,000

Investor takeaway: At 42.7% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (34)

StockWt% in LIC MF DIVIDEND YIELDWt% in LIC MF LARGE & MID CAPOverlap
HDFC Bank Ltd.
Banks
6.66%5.22%5.22%
ICICI Bank Ltd.
Banks
4.22%4.60%4.22%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
2.16%2.06%2.06%
Garware Hi-Tech Films Ltd.
Industrial Products
2.92%2.00%2.00%
Bharat Electronics Ltd.
Aerospace & Defense
2.28%1.87%1.87%
Shriram Finance Ltd.
Finance
1.81%1.68%1.68%
Axis Bank Ltd.
Banks
3.25%1.47%1.47%
Tata Communications Ltd.
Telecom - Services
1.36%1.69%1.36%
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
1.33%1.49%1.33%
Maruti Suzuki India Ltd.
Automobiles
1.44%1.31%1.31%
Abbott India Ltd.
Pharmaceuticals & Biotechnology
1.27%1.75%1.27%
Gujarat Gas Ltd.
Gas
1.57%1.25%1.25%
Tata Consultancy Services Ltd.
IT - Software
3.33%1.18%1.18%
Hindustan Unilever Ltd.
Diversified FMCG
1.51%1.11%1.11%
Tata Steel Ltd.
Ferrous Metals
1.30%1.10%1.10%
Cholamandalam Financial Holdings Ltd.
Finance
1.10%1.26%1.10%
Grasim Industries Ltd.
Cement & Cement Products
1.74%1.07%1.07%
SRF Ltd.
Chemicals & Petrochemicals
1.43%1.06%1.06%
Mahindra & Mahindra Ltd.
Automobiles
1.46%1.04%1.04%
Multi Commodity Exchange Of India Ltd.
Capital Markets
1.03%1.54%1.03%
Kotak Mahindra Bank Ltd.
Banks
2.49%0.98%0.98%
Hindustan Aeronautics Ltd.
Aerospace & Defense
1.09%0.92%0.92%
Arvind Fashions Ltd.
Retailing
1.67%0.91%0.91%
LG Electronics India Ltd.
Consumer Durables
1.63%0.86%0.86%
Shakti Pumps (India) Ltd.
Industrial Products
0.85%2.06%0.85%
L&T Technology Services Ltd.
IT - Services
0.81%1.12%0.81%
Bharat Bijlee Ltd.
Electrical Equipment
0.68%1.12%0.68%
Avalon Technologies Ltd.
Electrical Equipment
2.35%0.63%0.63%
Sundaram Finance Ltd.
Finance
1.40%0.61%0.61%
Tata Motors Passenger Vehicles Ltd.
Automobiles
0.69%0.49%0.49%
Dee Development Engineers Ltd.
Industrial Manufacturing
1.38%0.47%0.47%
TD Power Systems Ltd.
Electrical Equipment
1.30%0.43%0.43%
InterGlobe Aviation Ltd.
Transport Services
2.26%0.20%0.20%
Divgi Torqtransfer Systems Ltd.
Auto Components
0.58%0.15%0.15%

Unique to LIC MF DIVIDEND YIELD

  • NTPC Ltd.2.72%

Unique to LIC MF LARGE & MID CAP

  • Schaeffler India Ltd.2.09%
  • State Bank of India2.02%
  • Reliance Industries Ltd.1.94%

Sector Overlap Breakdown

Banks
11.9% (4)
Finance
3.4% (3)
Industrial Products
2.9% (2)
Automobiles
2.8% (3)
Aerospace & Defense
2.8% (2)
Healthcare Services
2.1% (1)
Electrical Equipment
1.7% (3)
Telecom - Services
1.4% (1)
Agricultural, Commercial & Construction Vehicles
1.3% (1)
Pharmaceuticals & Biotechnology
1.3% (1)
Gas
1.3% (1)
IT - Software
1.2% (1)
Diversified FMCG
1.1% (1)
Ferrous Metals
1.1% (1)
Cement & Cement Products
1.1% (1)
Chemicals & Petrochemicals
1.1% (1)
Capital Markets
1.0% (1)
Retailing
0.9% (1)
Consumer Durables
0.9% (1)
IT - Services
0.8% (1)
Industrial Manufacturing
0.5% (1)
Transport Services
0.2% (1)
Auto Components
0.1% (1)

More comparisons for LIC MF DIVIDEND YIELD

More comparisons for LIC MF LARGE & MID CAP

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