LIC MF LARGE CAP FUND vs TATA LARGE CAP FUND

LIC vs Tata· Portfolio Overlap Analysis

47.2%High Overlap
16 common stocksRank #13047 / 20,000

Investor takeaway: At 47.2% 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 (16)

StockWt% in LIC MF LARGE CAPWt% in TATA LARGE CAPOverlap
HDFC Bank Ltd.
Banks
9.31%8.20%8.20%
ICICI Bank Ltd.
Banks
8.03%9.12%8.03%
Reliance Industries Ltd.
Petroleum Products
6.45%5.26%5.26%
Larsen & Toubro Ltd.
Construction
5.64%3.58%3.58%
State Bank of India
Banks
3.32%3.54%3.32%
Axis Bank Ltd.
Banks
2.79%4.08%2.79%
Infosys Ltd.
IT - Software
2.73%3.54%2.73%
Hindustan Unilever Ltd.
Diversified FMCG
2.55%2.64%2.55%
Bharti Airtel Ltd.
Telecom - Services
4.06%2.19%2.19%
Mahindra & Mahindra Ltd.
Automobiles
2.16%2.89%2.16%
Kotak Mahindra Bank Ltd.
Banks
1.54%3.72%1.54%
InterGlobe Aviation Ltd.
Transport Services
1.50%1.56%1.50%
Tata Consultancy Services Ltd.
IT - Software
1.42%2.86%1.42%
Hyundai Motor India Ltd.
Automobiles
0.98%1.32%0.98%
Hero MotoCorp Ltd.
Automobiles
1.03%0.92%0.92%
LG Electronics India Ltd.
Consumer Durables
0.02%0.86%0.02%

Unique to LIC MF LARGE CAP

  • ITC Ltd.2.57%

Unique to TATA LARGE CAP

  • BAJAJ FINANCE LTD.3.04%

Sector Overlap Breakdown

Banks
23.9% (5)
Petroleum Products
5.3% (1)
IT - Software
4.2% (2)
Automobiles
4.1% (3)
Construction
3.6% (1)
Diversified FMCG
2.5% (1)
Telecom - Services
2.2% (1)
Transport Services
1.5% (1)
Consumer Durables
0.0% (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.