Mahindra Manulife Aggressive Hybrid Fund vs Mahindra Manulife ELSS Tax Saver Fund
Mahindra vs Mahindra· Portfolio Overlap Analysis
59.9%High Overlap
50 common stocksRank #5147 / 20,000
Investor takeaway: At 59.9% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (50)
| Stock | Wt% in Mahindra Manulife Aggressive H | Wt% in Mahindra Manulife ELSS Tax Sav | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 5.78% | 7.46% | 5.78% |
ICICI Bank Limited Banks | 5.76% | 7.87% | 5.76% |
Reliance Industries Limited Petroleum Products | 4.19% | 5.17% | 4.19% |
Infosys Limited IT - Software | 2.93% | 3.91% | 2.93% |
Axis Bank Limited Banks | 2.68% | 3.55% | 2.68% |
State Bank of India Banks | 2.20% | 3.12% | 2.20% |
Tata Consultancy Services Limited IT - Software | 2.10% | 3.00% | 2.10% |
Larsen & Toubro Limited Construction | 1.98% | 3.02% | 1.98% |
Hindustan Unilever Limited Diversified FMCG | 1.65% | 2.75% | 1.65% |
Bharti Airtel Limited Telecom - Services | 1.56% | 1.81% | 1.56% |
UltraTech Cement Limited Cement & Cement Products | 1.46% | 2.22% | 1.46% |
Oil & Natural Gas Corporation Limited Oil | 1.20% | 1.49% | 1.20% |
Avenue Supermarts Limited Retailing | 1.18% | 1.52% | 1.18% |
Titan Company Limited Consumer Durables | 1.17% | 1.76% | 1.17% |
UNO Minda Limited Auto Components | 1.08% | 1.28% | 1.08% |
NTPC Limited Power | 1.06% | 1.22% | 1.06% |
Indus Towers Limited Telecom - Services | 1.02% | 1.31% | 1.02% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.01% | 1.47% | 1.01% |
Britannia Industries Limited Food Products | 0.99% | 1.38% | 0.99% |
IndusInd Bank Limited Banks | 0.97% | 1.78% | 0.97% |
Tech Mahindra Limited IT - Software | 0.96% | 1.35% | 0.96% |
Tata Power Company Limited Power | 0.94% | 1.30% | 0.94% |
TVS Motor Company Limited Automobiles | 0.92% | 1.48% | 0.92% |
ICICI Prudential Life Insurance Company Limited Insurance | 0.91% | 1.34% | 0.91% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.84% | 0.97% | 0.84% |
Biocon Limited Pharmaceuticals & Biotechnology | 0.86% | 0.77% | 0.77% |
Tata Capital Limited Finance | 0.77% | 1.29% | 0.77% |
Bandhan Bank Limited Banks | 0.76% | 1.01% | 0.76% |
Havells India Limited Consumer Durables | 1.01% | 0.75% | 0.75% |
Astral Limited Industrial Products | 0.75% | 0.93% | 0.75% |
Info Edge India Ltd Retailing | 0.72% | 1.15% | 0.72% |
LG Electronics India Ltd Consumer Durables | 0.71% | 0.88% | 0.71% |
Jubilant Foodworks Limited Leisure Services | 0.71% | 0.91% | 0.71% |
ICICI Lombard General Insurance Company Limited Insurance | 0.66% | 0.78% | 0.66% |
Tata Steel Limited Ferrous Metals | 0.65% | 0.83% | 0.65% |
Dixon Technologies (India) Limited Consumer Durables | 0.63% | 0.92% | 0.63% |
Swiggy Limited Retailing | 0.63% | 0.85% | 0.63% |
Doms Industries Limited Household Products | 0.62% | 0.88% | 0.62% |
LTIMindtree Limited IT - Software | 0.60% | 0.99% | 0.60% |
Dr Reddys Laboratories Limited Pharmaceuticals & Biotechnology | 0.59% | 1.06% | 0.59% |
Devyani International Limited Leisure Services | 0.56% | 0.85% | 0.56% |
Lenskart Solutions Limited Retailing | 0.54% | 0.46% | 0.46% |
ABB India Limited Electrical Equipment | 0.41% | 0.52% | 0.41% |
Page Industries Limited Textiles & Apparels | 0.39% | 0.86% | 0.39% |
Arvind Fashions Limited Retailing | 0.38% | 0.66% | 0.38% |
Oil India Limited Oil | 0.35% | 0.47% | 0.35% |
Bata India Limited Consumer Durables | 0.26% | 0.37% | 0.26% |
Mahindra & Mahindra Limited Automobiles | 1.58% | 0.07% | 0.07% |
Aarti Industries Limited Chemicals & Petrochemicals | 0.07% | 0.12% | 0.07% |
Wakefit Innovations Limited Consumer Durables | 0.18% | 0.06% | 0.06% |
Unique to Mahindra Manulife Aggressive H
- Bajaj Finserv Limited2.99%
Unique to Mahindra Manulife ELSS Tax Sav
- Bajaj Finance Ltd3.59%
Sector Overlap Breakdown
Banks18.1% (6)
IT - Software6.6% (4)
Petroleum Products4.2% (1)
Consumer Durables3.6% (6)
Retailing3.4% (5)
Telecom - Services2.6% (2)
Power2.0% (2)
Construction2.0% (1)
Diversified FMCG1.6% (1)
Insurance1.6% (2)
Oil1.6% (2)
Cement & Cement Products1.5% (1)
Pharmaceuticals & Biotechnology1.4% (2)
Leisure Services1.3% (2)
Electrical Equipment1.3% (2)
Auto Components1.1% (1)
Agricultural, Commercial & Construction Vehicles1.0% (1)
Food Products1.0% (1)
Automobiles1.0% (2)
Finance0.8% (1)
Industrial Products0.8% (1)
Ferrous Metals0.7% (1)
Household Products0.6% (1)
Textiles & Apparels0.4% (1)
Chemicals & Petrochemicals0.1% (1)
More comparisons for Mahindra Manulife Aggressive H
- vs Mahindra Manulife Flexi Cap61.0% · 51 stocks
- vs Mahindra Manulife Large Cap60.7% · 41 stocks
- vs ADITYA BIRLA SUN LIFE MSCI IND50.5% · 52 stocks
- vs Kotak MSCI India ETF50.4% · 52 stocks
- vs DSP MSCI India ETF50.2% · 52 stocks
More comparisons for Mahindra Manulife ELSS Tax Sav
- vs Mahindra Manulife Flexi Cap90.2% · 60 stocks
- vs Mahindra Manulife Large Cap62.9% · 29 stocks
- vs CANARA ROBECO LARGE CAP54.8% · 28 stocks
- vs NIPPON INDIA LARGE CAP54.1% · 27 stocks
- vs PGIM INDIA LARGE CAP53.2% · 25 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.