LIC MF LARGE CAP FUND vs PGIM INDIA ELSS TAX SAVER FUND
LIC vs PGIM· Portfolio Overlap Analysis
45.9%High Overlap
23 common stocksRank #14706 / 20,000
Investor takeaway: At 45.9% 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 (23)
| Stock | Wt% in LIC MF LARGE CAP | Wt% in PGIM INDIA ELSS TAX SAVER | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 9.31% | 8.22% | 8.22% |
ICICI Bank Ltd. Banks | 8.03% | 6.82% | 6.82% |
Reliance Industries Ltd. Petroleum Products | 6.45% | 4.91% | 4.91% |
Bharti Airtel Ltd. Telecom - Services | 4.06% | 3.84% | 3.84% |
Larsen & Toubro Ltd. Construction | 5.64% | 3.40% | 3.40% |
State Bank of India Banks | 3.32% | 2.38% | 2.38% |
Infosys Ltd. IT - Software | 2.73% | 1.69% | 1.69% |
Kotak Mahindra Bank Ltd. Banks | 1.54% | 2.40% | 1.54% |
Titan Company Ltd. Consumer Durables | 2.01% | 1.51% | 1.51% |
Ultratech Cement Ltd. Cement & Cement Products | 1.48% | 2.48% | 1.48% |
Tata Consultancy Services Ltd. IT - Software | 1.42% | 1.58% | 1.42% |
Eternal Ltd. Retailing | 1.34% | 1.79% | 1.34% |
SBI Life Insurance Company Ltd. Insurance | 1.92% | 1.21% | 1.21% |
Bharat Electronics Ltd. Aerospace & Defense | 1.75% | 1.19% | 1.19% |
Mahindra & Mahindra Ltd. Automobiles | 2.16% | 0.98% | 0.98% |
VARUN BEVERAGES LIMITED Beverages | 0.88% | 1.94% | 0.88% |
Blue Star Ltd. Consumer Durables | 0.78% | 1.16% | 0.78% |
ITC Ltd. Diversified FMCG | 2.57% | 0.70% | 0.70% |
United Spirits Ltd. Beverages | 0.55% | 0.63% | 0.55% |
Power Finance Corporation Ltd. Finance | 1.44% | 0.54% | 0.54% |
K.P.R. Mill Ltd. Textiles & Apparels | 0.39% | 0.74% | 0.39% |
Cholamandalam Investment & Fin Co Ltd. Finance | 0.12% | 1.64% | 0.12% |
LG Electronics India Ltd. Consumer Durables | 0.02% | 0.82% | 0.02% |
Unique to LIC MF LARGE CAP
- Axis Bank Ltd.2.79%
- Hindustan Unilever Ltd.2.55%
Unique to PGIM INDIA ELSS TAX SAVER
- Bajaj Finance Ltd.2.87%
- ICICI Lombard General Insurance Co. Ltd.2.59%
Sector Overlap Breakdown
Banks19.0% (4)
Petroleum Products4.9% (1)
Telecom - Services3.8% (1)
Construction3.4% (1)
IT - Software3.1% (2)
Consumer Durables2.3% (3)
Cement & Cement Products1.5% (1)
Beverages1.4% (2)
Retailing1.3% (1)
Insurance1.2% (1)
Aerospace & Defense1.2% (1)
Automobiles1.0% (1)
Diversified FMCG0.7% (1)
Finance0.7% (2)
Textiles & Apparels0.4% (1)
More comparisons for LIC MF LARGE CAP
- vs HDFC NIFTY 50 ETF65.4% · 27 stocks
- vs HDFC Nifty 50 Index65.4% · 27 stocks
- vs ICICI Prudential Nifty 50 ETF65.4% · 27 stocks
- vs Mirae Asset Nifty 50 ETF65.4% · 27 stocks
- vs SBI Nifty Index65.4% · 27 stocks
More comparisons for PGIM INDIA ELSS TAX SAVER
- vs PGIM INDIA FLEXI CAP64.7% · 47 stocks
- vs PGIM INDIA LARGE CAP62.0% · 32 stocks
- vs PGIM INDIA MULTI CAP60.5% · 56 stocks
- vs PGIM INDIA RETIREMENT59.6% · 52 stocks
- vs CANARA ROBECO LARGE CAP58.0% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.