Mahindra Manulife Balanced Advantage Fund vs Mahindra Manulife Large & Mid Cap Fund
Mahindra vs Mahindra· Portfolio Overlap Analysis
52.5%High Overlap
43 common stocksRank #7809 / 20,000
Investor takeaway: At 52.5% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (43)
| Stock | Wt% in Mahindra Manulife Balanced Adv | Wt% in Mahindra Manulife Large & Mid | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 3.40% | 3.83% | 3.40% |
Indus Towers Limited Telecom - Services | 3.09% | 4.63% | 3.09% |
HDFC Bank Limited Banks | 2.89% | 3.18% | 2.89% |
UltraTech Cement Limited Cement & Cement Products | 2.86% | 3.31% | 2.86% |
State Bank of India Banks | 2.83% | 3.38% | 2.83% |
JSW Steel Limited Ferrous Metals | 3.12% | 2.43% | 2.43% |
Axis Bank Limited Banks | 2.28% | 2.23% | 2.23% |
IndusInd Bank Limited Banks | 2.16% | 2.73% | 2.16% |
Reliance Industries Limited Petroleum Products | 2.06% | 2.63% | 2.06% |
Glenmark Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.41% | 2.97% | 1.41% |
The Federal Bank Limited Banks | 1.38% | 2.47% | 1.38% |
Bajaj Finserv Limited Finance | 1.35% | 2.45% | 1.35% |
Infosys Limited IT - Software | 1.33% | 2.16% | 1.33% |
Laurus Labs Limited Pharmaceuticals & Biotechnology | 1.30% | 1.58% | 1.30% |
Mahindra & Mahindra Limited Automobiles | 1.27% | 1.56% | 1.27% |
Tech Mahindra Limited IT - Software | 1.25% | 1.94% | 1.25% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.23% | 2.39% | 1.23% |
Bharat Electronics Limited Aerospace & Defense | 1.16% | 1.26% | 1.16% |
Indian Bank Banks | 1.14% | 1.63% | 1.14% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.59% | 1.12% | 1.12% |
Maruti Suzuki India Limited Automobiles | 1.11% | 1.20% | 1.11% |
Bharat Heavy Electricals Limited Electrical Equipment | 1.02% | 1.46% | 1.02% |
IDFC First Bank Limited Banks | 1.01% | 1.91% | 1.01% |
Senores Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.90% | 1.51% | 0.90% |
Bajaj Auto Limited Automobiles | 0.87% | 1.65% | 0.87% |
HDFC Asset Management Company Limited Capital Markets | 0.80% | 1.23% | 0.80% |
Coal India Limited Consumable Fuels | 1.23% | 0.77% | 0.77% |
SRF Limited Chemicals & Petrochemicals | 0.73% | 0.92% | 0.73% |
Bosch Limited Auto Components | 0.72% | 1.55% | 0.72% |
Aditya Birla Sun Life AMC Limited Capital Markets | 0.78% | 0.70% | 0.70% |
Larsen & Toubro Limited Construction | 0.70% | 1.25% | 0.70% |
LTIMindtree Limited IT - Software | 0.79% | 0.65% | 0.65% |
The Phoenix Mills Limited Realty | 0.64% | 1.15% | 0.64% |
ICICI Lombard General Insurance Company Limited Insurance | 0.54% | 1.37% | 0.54% |
JSW Energy Limited Power | 0.52% | 1.52% | 0.52% |
Vishal Mega Mart Limited Retailing | 0.52% | 0.96% | 0.52% |
CRISIL Limited Finance | 0.51% | 1.02% | 0.51% |
IIFL Finance Limited Finance | 0.49% | 1.05% | 0.49% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.44% | 0.79% | 0.44% |
Polycab India Limited Industrial Products | 0.42% | 1.18% | 0.42% |
Hindustan Aeronautics Limited Aerospace & Defense | 0.34% | 0.50% | 0.34% |
Sri Lotus Developers and Realty Ltd. Realty | 0.23% | 0.41% | 0.23% |
ICICI Prudential Asset Management Company Limited Capital Markets | 0.05% | 0.03% | 0.03% |
Unique to Mahindra Manulife Balanced Adv
- Bharti Airtel Limited1.65%
Unique to Mahindra Manulife Large & Mid
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.0% (8)
Pharmaceuticals & Biotechnology5.3% (5)
Automobiles3.3% (3)
IT - Software3.2% (3)
Telecom - Services3.1% (1)
Cement & Cement Products2.9% (1)
Ferrous Metals2.4% (1)
Finance2.4% (3)
Petroleum Products2.1% (1)
Capital Markets1.5% (3)
Aerospace & Defense1.5% (2)
Healthcare Services1.1% (1)
Electrical Equipment1.0% (1)
Realty0.9% (2)
Consumable Fuels0.8% (1)
Chemicals & Petrochemicals0.7% (1)
Auto Components0.7% (1)
Construction0.7% (1)
Insurance0.5% (1)
Power0.5% (1)
Retailing0.5% (1)
Industrial Products0.4% (1)
More comparisons for Mahindra Manulife Large & Mid
- vs Mahindra Manulife Multi Cap44.2% · 32 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.