LIC MF LARGE CAP FUND vs Parag Parikh Large Cap Fund

LIC vs PPFAS· Portfolio Overlap Analysis

64.7%High Overlap
38 common stocksRank #3879 / 5,000

Investor takeaway: These funds overlap 64.7%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (38)

StockWt% in LIC MF LARGE CAPWt% in Parag Parikh Large CapOverlap
HDFC Bank Ltd.
Banks
9.31%9.77%9.31%
ICICI Bank Ltd.
Banks
8.03%7.17%7.17%
Reliance Industries Ltd.
Petroleum Products
6.45%6.82%6.45%
Bharti Airtel Ltd.
Telecom - Services
4.06%3.79%3.79%
Larsen & Toubro Ltd.
Construction
5.64%3.64%3.64%
State Bank of India
Banks
3.32%3.61%3.32%
Axis Bank Ltd.
Banks
2.79%2.91%2.79%
Infosys Ltd.
IT - Software
2.73%3.30%2.73%
ITC Ltd.
Diversified FMCG
2.57%2.19%2.19%
Mahindra & Mahindra Ltd.
Automobiles
2.16%2.20%2.16%
Kotak Mahindra Bank Ltd.
Banks
1.54%2.25%1.54%
Hindustan Unilever Ltd.
Diversified FMCG
2.55%1.50%1.50%
Tata Consultancy Services Ltd.
IT - Software
1.42%1.95%1.42%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
2.08%1.33%1.33%
Titan Company Ltd.
Consumer Durables
2.01%1.29%1.29%
Eternal Ltd.
Retailing
1.34%1.28%1.28%
Maruti Suzuki India Ltd.
Automobiles
1.24%1.41%1.24%
Bharat Electronics Ltd.
Aerospace & Defense
1.75%1.15%1.15%
Ultratech Cement Ltd.
Cement & Cement Products
1.48%1.09%1.09%
Shriram Finance Ltd.
Finance
0.92%1.10%0.92%
InterGlobe Aviation Ltd.
Transport Services
1.50%0.79%0.79%
Grasim Industries Ltd.
Cement & Cement Products
2.03%0.78%0.78%
SBI Life Insurance Company Ltd.
Insurance
1.92%0.66%0.66%
Trent Ltd.
Retailing
1.33%0.63%0.63%
Tata Motors Passenger Vehicles Ltd.
Automobiles
2.46%0.58%0.58%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
1.62%0.58%0.58%
Cipla Ltd.
Pharmaceuticals & Biotechnology
0.93%0.55%0.55%
Hindustan Aeronautics Ltd.
Aerospace & Defense
0.90%0.54%0.54%
Tata Power Company Ltd.
Power
0.81%0.46%0.46%
VARUN BEVERAGES LIMITED
Beverages
0.88%0.45%0.45%
Power Finance Corporation Ltd.
Finance
1.44%0.44%0.44%
The Indian Hotels Company Ltd.
Leisure Services
0.78%0.42%0.42%
Pidilite Industries Ltd.
Chemicals & Petrochemicals
1.53%0.34%0.34%
REC Ltd.
Finance
1.34%0.32%0.32%
United Spirits Ltd.
Beverages
0.55%0.30%0.30%
Bosch Ltd.
Auto Components
1.17%0.23%0.23%
Hyundai Motor India Ltd.
Automobiles
0.98%0.23%0.23%
Cholamandalam Investment & Fin Co Ltd.
Finance
0.12%0.53%0.12%

Unique to LIC MF LARGE CAP

All top holdings are shared with the other fund.

Unique to Parag Parikh Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
24.1% (5)
Petroleum Products
6.5% (1)
Automobiles
4.2% (4)
IT - Software
4.2% (2)
Telecom - Services
3.8% (1)
Diversified FMCG
3.7% (2)
Construction
3.6% (1)
Retailing
1.9% (2)
Pharmaceuticals & Biotechnology
1.9% (2)
Cement & Cement Products
1.9% (2)
Finance
1.8% (4)
Aerospace & Defense
1.7% (2)
Consumer Durables
1.3% (1)
Transport Services
0.8% (1)
Beverages
0.8% (2)
Insurance
0.7% (1)
Healthcare Services
0.6% (1)
Power
0.5% (1)
Leisure Services
0.4% (1)
Chemicals & Petrochemicals
0.3% (1)
Auto Components
0.2% (1)

More comparisons for LIC MF LARGE CAP

More comparisons for Parag Parikh Large Cap

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