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)
| Stock | Wt% in Mahindra Manulife Banking & Fi | Wt% in SBI Banking And Financial Serv | Overlap |
|---|---|---|---|
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
Banks39.4% (5)
Insurance5.6% (3)
Finance5.1% (3)
Capital Markets3.5% (3)
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More comparisons for SBI Banking And Financial Serv
- vs TATA NIFTY FINANCIAL SERVICES 65.5% · 13 stocks
- vs Mirae Asset Nifty Financial Se65.5% · 13 stocks
- vs NIPPON INDIA BANKING & FINANCI59.6% · 18 stocks
- vs EDELWEISS FINANCIAL SERVICES58.7% · 14 stocks
- vs Kotak Banking and Financial Se56.6% · 15 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.