Mahindra Manulife ELSS Tax Saver Fund vs Motilal Oswal Large Cap Fund
Mahindra vs Motilal· Portfolio Overlap Analysis
46.8%High Overlap
20 common stocksRank #13552 / 20,000
Investor takeaway: At 46.8% 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 (20)
| Stock | Wt% in Mahindra Manulife ELSS Tax Sav | Wt% in Motilal Oswal Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.46% | 8.90% | 7.46% |
ICICI Bank Limited Banks | 7.87% | 6.59% | 6.59% |
Reliance Industries Limited Petroleum Products | 5.17% | 6.23% | 5.17% |
Infosys Limited IT - Software | 3.91% | 3.32% | 3.32% |
State Bank of India Banks | 3.12% | 3.42% | 3.12% |
Larsen & Toubro Limited Construction | 3.02% | 3.43% | 3.02% |
Axis Bank Limited Banks | 3.55% | 2.28% | 2.28% |
Tata Consultancy Services Limited IT - Software | 3.00% | 2.28% | 2.28% |
Bharti Airtel Limited Telecom - Services | 1.81% | 4.30% | 1.81% |
Bajaj Finance Ltd Finance | 3.59% | 1.54% | 1.54% |
Maruti Suzuki India Limited Automobiles | 1.40% | 1.74% | 1.40% |
Indus Towers Limited Telecom - Services | 1.31% | 1.54% | 1.31% |
Oil & Natural Gas Corporation Limited Oil | 1.49% | 1.29% | 1.29% |
Tata Capital Limited Finance | 1.29% | 1.58% | 1.29% |
NTPC Limited Power | 1.22% | 1.54% | 1.22% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.97% | 1.69% | 0.97% |
Titan Company Limited Consumer Durables | 1.76% | 0.93% | 0.93% |
Tech Mahindra Limited IT - Software | 1.35% | 0.93% | 0.93% |
LTIMindtree Limited IT - Software | 0.99% | 0.81% | 0.81% |
Mahindra & Mahindra Limited Automobiles | 0.07% | 2.04% | 0.07% |
Unique to Mahindra Manulife ELSS Tax Sav
- Hindustan Unilever Limited2.75%
Unique to Motilal Oswal Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.4% (4)
IT - Software7.3% (4)
Petroleum Products5.2% (1)
Telecom - Services3.1% (2)
Construction3.0% (1)
Finance2.8% (2)
Automobiles1.5% (2)
Oil1.3% (1)
Power1.2% (1)
Electrical Equipment1.0% (1)
Consumer Durables0.9% (1)
More comparisons for Mahindra Manulife ELSS Tax Sav
- vs Mahindra Manulife Flexi Cap90.2% · 60 stocks
- vs Mahindra Manulife Large Cap62.9% · 29 stocks
- vs Mahindra Manulife Aggressive H59.9% · 50 stocks
- vs CANARA ROBECO LARGE CAP54.8% · 28 stocks
- vs NIPPON INDIA LARGE CAP54.1% · 27 stocks
More comparisons for Motilal Oswal Large Cap
- vs Motilal Oswal Nifty 100 ETF60.0% · 32 stocks
- vs Axis Nifty 100 Index60.0% · 32 stocks
- vs Parag Parikh Large Cap60.0% · 32 stocks
- vs HDFC NIFTY 100 ETF59.9% · 32 stocks
- vs ICICI Prudential Nifty 100 ETF59.9% · 32 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.