LIC MF LARGE CAP FUND vs Shriram Flexi Cap Fund

LIC vs Shriram· Portfolio Overlap Analysis

45.9%High Overlap
20 common stocksRank #14737 / 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 (20)

StockWt% in LIC MF LARGE CAPWt% in Shriram Flexi CapOverlap
HDFC Bank Ltd.
Banks
9.31%7.33%7.33%
ICICI Bank Ltd.
Banks
8.03%4.98%4.98%
Bharti Airtel Ltd.
Telecom - Services
4.06%3.85%3.85%
State Bank of India
Banks
3.32%4.78%3.32%
Reliance Industries Ltd.
Petroleum Products
6.45%3.19%3.19%
Axis Bank Ltd.
Banks
2.79%3.15%2.79%
Infosys Ltd.
IT - Software
2.73%2.81%2.73%
Larsen & Toubro Ltd.
Construction
5.64%2.64%2.64%
Mahindra & Mahindra Ltd.
Automobiles
2.16%2.96%2.16%
ITC Ltd.
Diversified FMCG
2.57%1.99%1.99%
Bharat Electronics Ltd.
Aerospace & Defense
1.75%1.94%1.75%
InterGlobe Aviation Ltd.
Transport Services
1.50%2.13%1.50%
Tata Consultancy Services Ltd.
IT - Software
1.42%1.80%1.42%
REC Ltd.
Finance
1.34%1.96%1.34%
SBI Life Insurance Company Ltd.
Insurance
1.92%1.31%1.31%
Eternal Ltd.
Retailing
1.34%0.98%0.98%
Maruti Suzuki India Ltd.
Automobiles
1.24%0.97%0.97%
VARUN BEVERAGES LIMITED
Beverages
0.88%0.60%0.60%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
1.62%0.54%0.54%
Godfrey Phillips India Ltd.
Cigarettes & Tobacco Products
0.74%0.50%0.50%

Unique to LIC MF LARGE CAP

  • Hindustan Unilever Ltd.2.55%

Unique to Shriram Flexi Cap

  • NTPC Ltd.2.60%

Sector Overlap Breakdown

Banks
18.4% (4)
IT - Software
4.2% (2)
Telecom - Services
3.9% (1)
Petroleum Products
3.2% (1)
Automobiles
3.1% (2)
Construction
2.6% (1)
Diversified FMCG
2.0% (1)
Aerospace & Defense
1.8% (1)
Transport Services
1.5% (1)
Finance
1.3% (1)
Insurance
1.3% (1)
Retailing
1.0% (1)
Beverages
0.6% (1)
Healthcare Services
0.5% (1)
Cigarettes & Tobacco Products
0.5% (1)

More comparisons for LIC MF LARGE CAP

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