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)
| Stock | Wt% in Mahindra Manulife Banking & Fi | Wt% in TATA BANKING & FINANCIAL SERVI | Overlap |
|---|---|---|---|
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
Banks41.7% (6)
Finance6.1% (4)
Insurance5.2% (3)
Capital Markets3.7% (2)
Financial Technology (Fintech)0.5% (1)
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More comparisons for TATA BANKING & FINANCIAL SERVI
- vs HDFC Banking & Financial Servi66.4% · 15 stocks
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- vs TATA NIFTY FINANCIAL SERVICES 65.0% · 10 stocks
- vs Mirae Asset Nifty Financial Se65.0% · 10 stocks
- vs Mirae Asset Banking and Financ62.8% · 13 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.