Mahindra Manulife ELSS Tax Saver Fund vs Mahindra Manulife Large Cap Fund
Mahindra vs Mahindra· Portfolio Overlap Analysis
62.9%High Overlap
29 common stocksRank #4478 / 5,000
Investor takeaway: These funds overlap 62.9%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (29)
| Stock | Wt% in Mahindra Manulife ELSS Tax Sav | Wt% in Mahindra Manulife Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.87% | 9.06% | 7.87% |
HDFC Bank Limited Banks | 7.46% | 8.55% | 7.46% |
Reliance Industries Limited Petroleum Products | 5.17% | 7.77% | 5.17% |
Infosys Limited IT - Software | 3.91% | 4.41% | 3.91% |
Axis Bank Limited Banks | 3.55% | 4.28% | 3.55% |
State Bank of India Banks | 3.12% | 3.83% | 3.12% |
Larsen & Toubro Limited Construction | 3.02% | 4.33% | 3.02% |
Tata Consultancy Services Limited IT - Software | 3.00% | 3.29% | 3.00% |
Hindustan Unilever Limited Diversified FMCG | 2.75% | 3.00% | 2.75% |
Bharti Airtel Limited Telecom - Services | 1.81% | 3.90% | 1.81% |
Titan Company Limited Consumer Durables | 1.76% | 1.89% | 1.76% |
Avenue Supermarts Limited Retailing | 1.52% | 1.46% | 1.46% |
Oil & Natural Gas Corporation Limited Oil | 1.49% | 1.46% | 1.46% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.47% | 1.45% | 1.45% |
IndusInd Bank Limited Banks | 1.78% | 1.44% | 1.44% |
TVS Motor Company Limited Automobiles | 1.48% | 1.39% | 1.39% |
Britannia Industries Limited Food Products | 1.38% | 1.42% | 1.38% |
Tech Mahindra Limited IT - Software | 1.35% | 1.55% | 1.35% |
ICICI Prudential Life Insurance Company Limited Insurance | 1.34% | 1.48% | 1.34% |
Indus Towers Limited Telecom - Services | 1.31% | 1.29% | 1.29% |
NTPC Limited Power | 1.22% | 2.17% | 1.22% |
Tata Capital Limited Finance | 1.29% | 1.05% | 1.05% |
Jubilant Foodworks Limited Leisure Services | 0.91% | 0.88% | 0.88% |
Info Edge India Ltd Retailing | 1.15% | 0.78% | 0.78% |
ICICI Lombard General Insurance Company Limited Insurance | 0.78% | 0.87% | 0.78% |
Havells India Limited Consumer Durables | 0.75% | 1.56% | 0.75% |
Swiggy Limited Retailing | 0.85% | 0.74% | 0.74% |
LG Electronics India Ltd Consumer Durables | 0.88% | 0.65% | 0.65% |
Mahindra & Mahindra Limited Automobiles | 0.07% | 2.62% | 0.07% |
Unique to Mahindra Manulife ELSS Tax Sav
- Bajaj Finance Ltd3.59%
Unique to Mahindra Manulife Large Cap
- Bajaj Finserv Limited4.73%
Sector Overlap Breakdown
Banks23.4% (5)
IT - Software8.3% (3)
Petroleum Products5.2% (1)
Consumer Durables3.2% (3)
Telecom - Services3.1% (2)
Construction3.0% (1)
Retailing3.0% (3)
Diversified FMCG2.8% (1)
Insurance2.1% (2)
Oil1.5% (1)
Automobiles1.5% (2)
Agricultural, Commercial & Construction Vehicles1.4% (1)
Food Products1.4% (1)
Power1.2% (1)
Finance1.1% (1)
Leisure Services0.9% (1)
More comparisons for Mahindra Manulife ELSS Tax Sav
- vs Mahindra Manulife Flexi Cap90.2% · 60 stocks
More comparisons for Mahindra Manulife Large Cap
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- vs HDFC Nifty 50 Index64.1% · 23 stocks
- vs ICICI Prudential Nifty 50 ETF64.1% · 23 stocks
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.