Mahindra Manulife ELSS Tax Saver Fund vs Mahindra Manulife Focused Fund
Mahindra vs Mahindra· Portfolio Overlap Analysis
43.6%High Overlap
17 common stocksRank #18162 / 20,000
Investor takeaway: At 43.6% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (17)
| Stock | Wt% in Mahindra Manulife ELSS Tax Sav | Wt% in Mahindra Manulife Focused | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.87% | 8.56% | 7.87% |
Reliance Industries Limited Petroleum Products | 5.17% | 5.58% | 5.17% |
HDFC Bank Limited Banks | 7.46% | 4.92% | 4.92% |
Infosys Limited IT - Software | 3.91% | 4.38% | 3.91% |
State Bank of India Banks | 3.12% | 5.10% | 3.12% |
Larsen & Toubro Limited Construction | 3.02% | 5.09% | 3.02% |
Bajaj Finance Ltd Finance | 3.59% | 3.00% | 3.00% |
Axis Bank Limited Banks | 3.55% | 2.97% | 2.97% |
IndusInd Bank Limited Banks | 1.78% | 2.56% | 1.78% |
Avenue Supermarts Limited Retailing | 1.52% | 2.92% | 1.52% |
Oil & Natural Gas Corporation Limited Oil | 1.49% | 3.24% | 1.49% |
Tech Mahindra Limited IT - Software | 1.35% | 3.06% | 1.35% |
Indus Towers Limited Telecom - Services | 1.31% | 4.07% | 1.31% |
NTPC Limited Power | 1.22% | 3.47% | 1.22% |
Biocon Limited Pharmaceuticals & Biotechnology | 0.77% | 2.52% | 0.77% |
Elgi Equipments Limited Industrial Products | 0.10% | 1.73% | 0.10% |
Mahindra & Mahindra Limited Automobiles | 0.07% | 1.69% | 0.07% |
Unique to Mahindra Manulife ELSS Tax Sav
- Tata Consultancy Services Limited3.00%
- Hindustan Unilever Limited2.75%
Unique to Mahindra Manulife Focused
- Grasim Industries Limited3.82%
- Bajaj Auto Limited3.43%
Sector Overlap Breakdown
Banks20.7% (5)
IT - Software5.3% (2)
Petroleum Products5.2% (1)
Construction3.0% (1)
Finance3.0% (1)
Retailing1.5% (1)
Oil1.5% (1)
Telecom - Services1.3% (1)
Power1.2% (1)
Pharmaceuticals & Biotechnology0.8% (1)
Industrial Products0.1% (1)
Automobiles0.1% (1)
More comparisons for Mahindra Manulife ELSS Tax Sav
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More comparisons for Mahindra Manulife Focused
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- vs ICICI Prudential BSE Sensex ET53.8% · 16 stocks
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.