Mahindra Manulife Aggressive Hybrid Fund vs Parag Parikh Large Cap Fund

Mahindra vs PPFAS· Portfolio Overlap Analysis

49.4%High Overlap

39 common stocksRank #10772 / 20,000

Investor takeaway: At 49.4% 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 (39)

Stock	Wt% in Mahindra Manulife Aggressive H	Wt% in Parag Parikh Large Cap	Overlap
HDFC Bank Limited Banks	5.78%	9.77%	5.78%
ICICI Bank Limited Banks	5.76%	7.17%	5.76%
Reliance Industries Limited Petroleum Products	4.19%	6.82%	4.19%
Infosys Limited IT - Software	2.93%	3.30%	2.93%
Axis Bank Limited Banks	2.68%	2.91%	2.68%
State Bank of India Banks	2.20%	3.61%	2.20%
Larsen & Toubro Limited Construction	1.98%	3.64%	1.98%
Tata Consultancy Services Limited IT - Software	2.10%	1.95%	1.95%
Mahindra & Mahindra Limited Automobiles	1.58%	2.20%	1.58%
Bharti Airtel Limited Telecom - Services	1.56%	3.79%	1.56%
Hindustan Unilever Limited Diversified FMCG	1.65%	1.50%	1.50%
Kotak Mahindra Bank Ltd Banks	1.40%	2.25%	1.40%
Titan Company Limited Consumer Durables	1.17%	1.29%	1.17%
Shriram Finance Limited Finance	1.23%	1.10%	1.10%
UltraTech Cement Limited Cement & Cement Products	1.46%	1.09%	1.09%
NTPC Limited Power	1.06%	1.31%	1.06%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.85%	1.33%	0.85%
Bajaj Finserv Limited Finance	2.99%	0.83%	0.83%
Oil & Natural Gas Corporation Limited Oil	1.20%	0.79%	0.79%
Nestle India Limited Food Products	0.73%	0.67%	0.67%
TVS Motor Company Limited Automobiles	0.92%	0.66%	0.66%
Tata Steel Limited Ferrous Metals	0.65%	1.27%	0.65%
Trent Limited Retailing	0.71%	0.63%	0.63%
Tech Mahindra Limited IT - Software	0.96%	0.62%	0.62%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	0.78%	0.59%	0.59%
Max Healthcare Institute Limited Healthcare Services	0.75%	0.59%	0.59%
Dr Reddys Laboratories Limited Pharmaceuticals & Biotechnology	0.59%	0.57%	0.57%
Britannia Industries Limited Food Products	0.99%	0.51%	0.51%
Tata Power Company Limited Power	0.94%	0.46%	0.46%
Avenue Supermarts Limited Retailing	1.18%	0.41%	0.41%
CG Power and Industrial Solutions Limited Electrical Equipment	0.84%	0.36%	0.36%
Pidilite Industries Limited Chemicals & Petrochemicals	0.84%	0.34%	0.34%
ICICI Lombard General Insurance Company Limited Insurance	0.66%	0.33%	0.33%
LTIMindtree Limited IT - Software	0.60%	0.30%	0.30%
Info Edge India Ltd Retailing	0.72%	0.29%	0.29%
DLF Limited Realty	0.50%	0.28%	0.28%
Havells India Limited Consumer Durables	1.01%	0.26%	0.26%
Hyundai Motor India Ltd Automobiles	0.69%	0.23%	0.23%
ABB India Limited Electrical Equipment	0.41%	0.23%	0.23%

Unique to Mahindra Manulife Aggressive H

All top holdings are shared with the other fund.

Unique to Parag Parikh Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

17.8% (5)

IT - Software

5.8% (4)

Petroleum Products

4.2% (1)

Automobiles

2.5% (3)

Pharmaceuticals & Biotechnology

2.0% (3)

Construction

2.0% (1)

Finance

1.9% (2)

Telecom - Services

1.6% (1)

Power

1.5% (2)

Diversified FMCG

1.5% (1)

Consumer Durables

1.4% (2)

Retailing

1.3% (3)

Food Products

1.2% (2)

Cement & Cement Products

1.1% (1)

Oil

0.8% (1)

Ferrous Metals

0.7% (1)

Healthcare Services

0.6% (1)

Electrical Equipment

0.6% (2)

Chemicals & Petrochemicals

0.3% (1)

Insurance

0.3% (1)

Realty

0.3% (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 Mahindra Manulife ELSS Tax Sav59.9% · 50 stocks
vs ADITYA BIRLA SUN LIFE MSCI IND50.5% · 52 stocks
vs Kotak MSCI India ETF50.4% · 52 stocks

More comparisons for Parag Parikh Large Cap

vs HDFC NIFTY 100 ETF99.8% · 100 stocks
vs ICICI Prudential Nifty 100 ETF99.8% · 100 stocks
vs Axis Nifty 100 Index99.7% · 100 stocks
vs Nippon India ETF Nifty 10099.7% · 100 stocks
vs HDFC NIFTY 100 Index99.7% · 100 stocks

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