Mahindra Manulife Banking & Financial Services Fund vs TATA BANKING & FINANCIAL SERVICES FUND

Mahindra vs Tata· Portfolio Overlap Analysis

57.1%High Overlap
16 common stocksRank #6044 / 20,000

Investor takeaway: At 57.1% 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 (16)

StockWt% in Mahindra Manulife Banking & FiWt% in TATA BANKING & FINANCIAL SERVIOverlap
ICICI Bank Limited
Banks
13.27%13.76%13.27%
HDFC Bank Limited
Banks
11.61%16.33%11.61%
Axis Bank Limited
Banks
8.52%9.21%8.52%
State Bank of India
Banks
6.69%10.43%6.69%
Shriram Finance Limited
Finance
3.34%4.49%3.34%
SBI Life Insurance Company Limited
Insurance
2.45%3.64%2.45%
ICICI Prudential Asset Management Company Limited
Capital Markets
2.75%2.38%2.38%
Max Financial Services Limited
Insurance
2.52%1.98%1.98%
Multi Commodity Exchange of India Limited
Capital Markets
2.58%1.28%1.28%
Tata Capital Limited
Finance
1.28%1.21%1.21%
IDFC First Bank Limited
Banks
1.28%0.97%0.97%
PNB Housing Finance Limited
Finance
0.97%1.90%0.97%
ICICI Lombard General Insurance Company Limited
Insurance
0.75%2.33%0.75%
DCB Bank Limited
Banks
0.68%1.64%0.68%
Repco Home Finance Limited
Finance
0.55%0.96%0.55%
PB Fintech Limited
Financial Technology (Fintech)
0.49%1.13%0.49%

Unique to Mahindra Manulife Banking & Fi

  • Bajaj Finance Ltd5.89%
  • Kotak Mahindra Bank Ltd4.08%
  • Aditya Birla Capital Limited3.06%
  • Ujjivan Small Finance Bank Limited2.88%
  • Cholamandalam Investment and Finance Company Limited2.87%

Unique to TATA BANKING & FINANCIAL SERVI

  • BANK OF BARODA3.61%
  • BAJAJ FINSERV LTD.3.12%
  • CANARA HSBC LIFE INSURANCE COMPANY LTD2.50%

Sector Overlap Breakdown

Banks
41.7% (6)
Finance
6.1% (4)
Insurance
5.2% (3)
Capital Markets
3.7% (2)
Financial Technology (Fintech)
0.5% (1)

More comparisons for Mahindra Manulife Banking & Fi

More comparisons for TATA BANKING & FINANCIAL SERVI

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