Mahindra Manulife Business Cycle Fund vs Mahindra Manulife Value Fund
Mahindra vs Mahindra· Portfolio Overlap Analysis
61.0%High Overlap
43 common stocksRank #4950 / 5,000
Investor takeaway: These funds overlap 61.0%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (43)
| Stock | Wt% in Mahindra Manulife Business Cyc | Wt% in Mahindra Manulife Value | Overlap |
|---|---|---|---|
Indus Towers Limited Telecom - Services | 3.97% | 3.27% | 3.27% |
Bajaj Auto Limited Automobiles | 3.60% | 2.82% | 2.82% |
Reliance Industries Limited Petroleum Products | 4.21% | 2.67% | 2.67% |
IndusInd Bank Limited Banks | 2.64% | 3.06% | 2.64% |
JSW Energy Limited Power | 2.64% | 2.45% | 2.45% |
Grasim Industries Limited Cement & Cement Products | 2.90% | 2.16% | 2.16% |
The Ramco Cements Limited Cement & Cement Products | 2.34% | 2.14% | 2.14% |
Infosys Limited IT - Software | 3.32% | 2.13% | 2.13% |
State Bank of India Banks | 3.69% | 2.04% | 2.04% |
Tech Mahindra Limited IT - Software | 1.95% | 1.83% | 1.83% |
Vodafone Idea Limited Telecom - Services | 1.77% | 1.86% | 1.77% |
Coal India Limited Consumable Fuels | 1.82% | 1.68% | 1.68% |
Tata Steel Limited Ferrous Metals | 2.11% | 1.65% | 1.65% |
Glenmark Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.64% | 2.00% | 1.64% |
IDFC First Bank Limited Banks | 1.64% | 1.93% | 1.64% |
The Federal Bank Limited Banks | 1.80% | 1.53% | 1.53% |
CEAT Limited Auto Components | 1.42% | 1.61% | 1.42% |
Biocon Limited Pharmaceuticals & Biotechnology | 1.38% | 1.82% | 1.38% |
Kajaria Ceramics Limited Consumer Durables | 1.58% | 1.36% | 1.36% |
Bandhan Bank Limited Banks | 1.26% | 1.29% | 1.26% |
NMDC Limited Minerals & Mining | 1.26% | 1.39% | 1.26% |
Shriram Finance Limited Finance | 1.24% | 1.53% | 1.24% |
Aurobindo Pharma Limited Pharmaceuticals & Biotechnology | 1.36% | 1.21% | 1.21% |
GAIL (India) Limited Gas | 1.24% | 1.20% | 1.20% |
Hindustan Unilever Limited Diversified FMCG | 2.08% | 1.16% | 1.16% |
CESC Limited Power | 1.40% | 1.12% | 1.12% |
Punjab National Bank Banks | 1.21% | 1.01% | 1.01% |
Wipro Limited IT - Software | 1.54% | 0.97% | 0.97% |
Hero MotoCorp Limited Automobiles | 1.05% | 0.97% | 0.97% |
Tata Consultancy Services Limited IT - Software | 0.97% | 1.72% | 0.97% |
LMW Limited Industrial Manufacturing | 1.04% | 0.96% | 0.96% |
Ambuja Cements Limited Cement & Cement Products | 0.96% | 1.36% | 0.96% |
Kirloskar Brothers Limited Industrial Products | 0.97% | 0.87% | 0.87% |
Union Bank of India Banks | 0.93% | 0.86% | 0.86% |
Ujjivan Small Finance Bank Limited Banks | 0.89% | 0.86% | 0.86% |
Belrise Industries Ltd. Auto Components | 0.86% | 1.06% | 0.86% |
Gokaldas Exports Limited Textiles & Apparels | 0.81% | 0.92% | 0.81% |
Whirlpool of India Limited Consumer Durables | 1.06% | 0.78% | 0.78% |
Asahi India Glass Limited Auto Components | 1.31% | 0.77% | 0.77% |
Piramal Finance Limited Finance | 1.79% | 0.76% | 0.76% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 0.73% | 1.70% | 0.73% |
K.P.R. Mill Limited Textiles & Apparels | 0.69% | 0.64% | 0.64% |
Carborundum Universal Limited Industrial Products | 0.50% | 0.61% | 0.50% |
Unique to Mahindra Manulife Business Cyc
All top holdings are shared with the other fund.
Unique to Mahindra Manulife Value
- Oil India Limited3.09%
- Tube Investments Of India Limited2.81%
Sector Overlap Breakdown
Banks11.8% (8)
IT - Software5.9% (4)
Cement & Cement Products5.3% (3)
Telecom - Services5.0% (2)
Pharmaceuticals & Biotechnology5.0% (4)
Automobiles3.8% (2)
Power3.6% (2)
Auto Components3.0% (3)
Petroleum Products2.7% (1)
Consumer Durables2.1% (2)
Finance2.0% (2)
Consumable Fuels1.7% (1)
Ferrous Metals1.6% (1)
Textiles & Apparels1.4% (2)
Industrial Products1.4% (2)
Minerals & Mining1.3% (1)
Gas1.2% (1)
Diversified FMCG1.2% (1)
Industrial Manufacturing1.0% (1)
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.