Mahindra Manulife Banking & Financial Services Fund vs SBI Banking And Financial Services Fund

Mahindra vs SBI· Portfolio Overlap Analysis

53.6%High Overlap
14 common stocksRank #7452 / 20,000

Investor takeaway: At 53.6% 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 (14)

StockWt% in Mahindra Manulife Banking & FiWt% in SBI Banking And Financial ServOverlap
ICICI Bank Limited
Banks
13.27%13.46%13.27%
Axis Bank Limited
Banks
8.52%9.37%8.52%
HDFC Bank Limited
Banks
11.61%6.80%6.80%
State Bank of India
Banks
6.69%10.45%6.69%
Kotak Mahindra Bank Ltd
Banks
4.08%8.50%4.08%
Bajaj Finance Ltd
Finance
5.89%2.61%2.61%
Multi Commodity Exchange of India Limited
Capital Markets
2.58%3.20%2.58%
SBI Life Insurance Company Limited
Insurance
2.45%3.29%2.45%
Max Financial Services Limited
Insurance
2.52%1.70%1.70%
ICICI Prudential Life Insurance Company Limited
Insurance
1.45%2.77%1.45%
Aditya Birla Capital Limited
Finance
3.06%1.34%1.34%
Cholamandalam Investment and Finance Company Limited
Finance
2.87%1.17%1.17%
ICICI Prudential Asset Management Company Limited
Capital Markets
2.75%0.62%0.62%
BSE Limited
Capital Markets
0.31%2.78%0.31%

Unique to Mahindra Manulife Banking & Fi

  • Shriram Finance Limited3.34%
  • Ujjivan Small Finance Bank Limited2.88%

Unique to SBI Banking And Financial Serv

  • Bajaj Finserv Ltd.6.34%
  • Muthoot Finance Ltd.4.30%
  • Bank of Baroda3.00%

Sector Overlap Breakdown

Banks
39.4% (5)
Insurance
5.6% (3)
Finance
5.1% (3)
Capital Markets
3.5% (3)

More comparisons for Mahindra Manulife Banking & Fi

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