LIC MF LARGE CAP FUND vs Mirae Asset Large Cap Fund

LIC vs Mirae· Portfolio Overlap Analysis

61.2%High Overlap
31 common stocksRank #4897 / 5,000

Investor takeaway: These funds overlap 61.2%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (31)

StockWt% in LIC MF LARGE CAPWt% in Mirae Asset Large CapOverlap
HDFC Bank Ltd.
Banks
9.31%9.54%9.31%
ICICI Bank Ltd.
Banks
8.03%8.49%8.03%
Reliance Industries Ltd.
Petroleum Products
6.45%4.99%4.99%
Bharti Airtel Ltd.
Telecom - Services
4.06%4.55%4.06%
Larsen & Toubro Ltd.
Construction
5.64%3.99%3.99%
State Bank of India
Banks
3.32%3.66%3.32%
Axis Bank Ltd.
Banks
2.79%3.62%2.79%
Infosys Ltd.
IT - Software
2.73%4.28%2.73%
ITC Ltd.
Diversified FMCG
2.57%3.12%2.57%
Mahindra & Mahindra Ltd.
Automobiles
2.16%2.05%2.05%
Kotak Mahindra Bank Ltd.
Banks
1.54%1.75%1.54%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
1.62%1.45%1.45%
Tata Consultancy Services Ltd.
IT - Software
1.42%2.94%1.42%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
2.08%1.37%1.37%
Eternal Ltd.
Retailing
1.34%2.47%1.34%
Maruti Suzuki India Ltd.
Automobiles
1.24%2.37%1.24%
SBI Life Insurance Company Ltd.
Insurance
1.92%1.02%1.02%
Titan Company Ltd.
Consumer Durables
2.01%0.99%0.99%
Hindustan Unilever Ltd.
Diversified FMCG
2.55%0.92%0.92%
VARUN BEVERAGES LIMITED
Beverages
0.88%1.37%0.88%
Trent Ltd.
Retailing
1.33%0.86%0.86%
Shriram Finance Ltd.
Finance
0.92%0.77%0.77%
The Indian Hotels Company Ltd.
Leisure Services
0.78%0.77%0.77%
Power Finance Corporation Ltd.
Finance
1.44%0.62%0.62%
Pidilite Industries Ltd.
Chemicals & Petrochemicals
1.53%0.60%0.60%
InterGlobe Aviation Ltd.
Transport Services
1.50%0.50%0.50%
Mphasis Ltd.
IT - Software
0.41%0.58%0.41%
Bharat Electronics Ltd.
Aerospace & Defense
1.75%0.36%0.36%
Ultratech Cement Ltd.
Cement & Cement Products
1.48%0.26%0.26%
LG Electronics India Ltd.
Consumer Durables
0.02%0.37%0.02%
Cipla Ltd.
Pharmaceuticals & Biotechnology
0.93%0.00%0.00%

Unique to LIC MF LARGE CAP

All top holdings are shared with the other fund.

Unique to Mirae Asset Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
25.0% (5)
Petroleum Products
5.0% (1)
IT - Software
4.6% (3)
Telecom - Services
4.1% (1)
Construction
4.0% (1)
Diversified FMCG
3.5% (2)
Automobiles
3.3% (2)
Retailing
2.2% (2)
Healthcare Services
1.4% (1)
Finance
1.4% (2)
Pharmaceuticals & Biotechnology
1.4% (2)
Insurance
1.0% (1)
Consumer Durables
1.0% (2)
Beverages
0.9% (1)
Leisure Services
0.8% (1)
Chemicals & Petrochemicals
0.6% (1)
Transport Services
0.5% (1)
Aerospace & Defense
0.4% (1)
Cement & Cement Products
0.3% (1)

More comparisons for LIC MF LARGE CAP

More comparisons for Mirae Asset Large Cap

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