Mahindra Manulife Business Cycle Fund vs Mahindra Manulife Focused Fund
Mahindra vs Mahindra· Portfolio Overlap Analysis
43.9%High Overlap
19 common stocksRank #17801 / 20,000
Investor takeaway: At 43.9% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (19)
| Stock | Wt% in Mahindra Manulife Business Cyc | Wt% in Mahindra Manulife Focused | Overlap |
|---|---|---|---|
Reliance Industries Limited Petroleum Products | 4.21% | 5.58% | 4.21% |
Indus Towers Limited Telecom - Services | 3.97% | 4.07% | 3.97% |
State Bank of India Banks | 3.69% | 5.10% | 3.69% |
Bajaj Auto Limited Automobiles | 3.60% | 3.43% | 3.43% |
Infosys Limited IT - Software | 3.32% | 4.38% | 3.32% |
Grasim Industries Limited Cement & Cement Products | 2.90% | 3.82% | 2.90% |
IndusInd Bank Limited Banks | 2.64% | 2.56% | 2.56% |
The Ramco Cements Limited Cement & Cement Products | 2.34% | 2.38% | 2.34% |
Tech Mahindra Limited IT - Software | 1.95% | 3.06% | 1.95% |
ITC Limited Diversified FMCG | 1.93% | 2.86% | 1.93% |
NTPC Limited Power | 1.83% | 3.47% | 1.83% |
Coal India Limited Consumable Fuels | 1.82% | 2.33% | 1.82% |
Oil & Natural Gas Corporation Limited Oil | 1.81% | 3.24% | 1.81% |
Power Finance Corporation Limited Finance | 1.66% | 2.39% | 1.66% |
Bajaj Finance Ltd Finance | 1.58% | 3.00% | 1.58% |
Vodafone Idea Limited Telecom - Services | 1.77% | 1.50% | 1.50% |
Biocon Limited Pharmaceuticals & Biotechnology | 1.38% | 2.52% | 1.38% |
GAIL (India) Limited Gas | 1.24% | 2.16% | 1.24% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 0.73% | 2.43% | 0.73% |
Unique to Mahindra Manulife Business Cyc
- JSW Energy Limited2.64%
- Tata Steel Limited2.11%
Unique to Mahindra Manulife Focused
- ICICI Bank Limited8.56%
- Larsen & Toubro Limited5.09%
- HDFC Bank Limited4.92%
Sector Overlap Breakdown
Banks6.3% (2)
Telecom - Services5.5% (2)
IT - Software5.3% (2)
Cement & Cement Products5.2% (2)
Petroleum Products4.2% (1)
Automobiles3.4% (1)
Finance3.2% (2)
Pharmaceuticals & Biotechnology2.1% (2)
Diversified FMCG1.9% (1)
Power1.8% (1)
Consumable Fuels1.8% (1)
Oil1.8% (1)
Gas1.2% (1)
More comparisons for Mahindra Manulife Business Cyc
- vs Mahindra Manulife Value61.0% · 43 stocks
More comparisons for Mahindra Manulife Focused
- vs HDFC BSE SENSEX ETF53.8% · 16 stocks
- vs HDFC BSE Sensex Index53.8% · 16 stocks
- vs ICICI Prudential BSE Sensex ET53.8% · 16 stocks
- vs Kotak BSE Sensex ETF53.8% · 16 stocks
- vs Mirae Asset BSE Sensex ETF53.8% · 16 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.