Mahindra Manulife Aggressive Hybrid Fund vs NIPPON INDIA LARGE CAP FUND

Mahindra vs Nippon· Portfolio Overlap Analysis

46.3%High Overlap
31 common stocksRank #14212 / 20,000

Investor takeaway: At 46.3% 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 (31)

StockWt% in Mahindra Manulife Aggressive HWt% in NIPPON INDIA LARGE CAPOverlap
HDFC Bank Limited
Banks
5.78%8.82%5.78%
ICICI Bank Limited
Banks
5.76%7.02%5.76%
Reliance Industries Limited
Petroleum Products
4.19%5.30%4.19%
Infosys Limited
IT - Software
2.93%2.94%2.93%
Axis Bank Limited
Banks
2.68%4.20%2.68%
State Bank of India
Banks
2.20%3.99%2.20%
Tata Consultancy Services Limited
IT - Software
2.10%2.41%2.10%
Larsen & Toubro Limited
Construction
1.98%4.24%1.98%
Hindustan Unilever Limited
Diversified FMCG
1.65%2.29%1.65%
Mahindra & Mahindra Limited
Automobiles
1.58%2.44%1.58%
UltraTech Cement Limited
Cement & Cement Products
1.46%1.42%1.42%
Kotak Mahindra Bank Ltd
Banks
1.40%2.02%1.40%
Avenue Supermarts Limited
Retailing
1.18%1.90%1.18%
NTPC Limited
Power
1.06%2.48%1.06%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
1.01%0.99%0.99%
Tata Power Company Limited
Power
0.94%1.65%0.94%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
0.78%1.07%0.78%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.85%0.71%0.71%
Trent Limited
Retailing
0.71%0.90%0.71%
Hyundai Motor India Ltd
Automobiles
0.69%0.71%0.69%
Tech Mahindra Limited
IT - Software
0.96%0.66%0.66%
ICICI Lombard General Insurance Company Limited
Insurance
0.66%0.74%0.66%
Tata Steel Limited
Ferrous Metals
0.65%1.28%0.65%
Swiggy Limited
Retailing
0.63%0.74%0.63%
Dr Reddys Laboratories Limited
Pharmaceuticals & Biotechnology
0.59%1.34%0.59%
Havells India Limited
Consumer Durables
1.01%0.48%0.48%
Vishal Mega Mart Limited
Retailing
0.46%0.69%0.46%
ABB India Limited
Electrical Equipment
0.41%1.17%0.41%
Dixon Technologies (India) Limited
Consumer Durables
0.63%0.36%0.36%
Devyani International Limited
Leisure Services
0.56%0.34%0.34%
DLF Limited
Realty
0.50%0.31%0.31%

Unique to Mahindra Manulife Aggressive H

  • Bajaj Finserv Limited2.99%

Unique to NIPPON INDIA LARGE CAP

  • GE Vernova T&D India Limited2.82%
  • Bajaj Finance Limited2.80%
  • ITC Limited2.61%

Sector Overlap Breakdown

Banks
17.8% (5)
IT - Software
5.7% (3)
Petroleum Products
4.2% (1)
Retailing
3.0% (4)
Automobiles
2.3% (2)
Pharmaceuticals & Biotechnology
2.1% (3)
Power
2.0% (2)
Construction
2.0% (1)
Diversified FMCG
1.6% (1)
Cement & Cement Products
1.4% (1)
Agricultural, Commercial & Construction Vehicles
1.0% (1)
Consumer Durables
0.8% (2)
Insurance
0.7% (1)
Ferrous Metals
0.7% (1)
Electrical Equipment
0.4% (1)
Leisure Services
0.3% (1)
Realty
0.3% (1)

More comparisons for Mahindra Manulife Aggressive H

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