Mahindra Manulife ELSS Tax Saver Fund vs PGIM INDIA ELSS TAX SAVER FUND
Mahindra vs PGIM· Portfolio Overlap Analysis
44.8%High Overlap
21 common stocksRank #16498 / 20,000
Investor takeaway: At 44.8% 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 (21)
| Stock | Wt% in Mahindra Manulife ELSS Tax Sav | Wt% in PGIM INDIA ELSS TAX SAVER | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.46% | 8.22% | 7.46% |
ICICI Bank Limited Banks | 7.87% | 6.82% | 6.82% |
Reliance Industries Limited Petroleum Products | 5.17% | 4.91% | 4.91% |
Larsen & Toubro Limited Construction | 3.02% | 3.40% | 3.02% |
Bajaj Finance Ltd Finance | 3.59% | 2.87% | 2.87% |
State Bank of India Banks | 3.12% | 2.38% | 2.38% |
UltraTech Cement Limited Cement & Cement Products | 2.22% | 2.48% | 2.22% |
Bharti Airtel Limited Telecom - Services | 1.81% | 3.84% | 1.81% |
Infosys Limited IT - Software | 3.91% | 1.69% | 1.69% |
Tata Consultancy Services Limited IT - Software | 3.00% | 1.58% | 1.58% |
Titan Company Limited Consumer Durables | 1.76% | 1.51% | 1.51% |
UNO Minda Limited Auto Components | 1.28% | 2.22% | 1.28% |
TVS Motor Company Limited Automobiles | 1.48% | 1.12% | 1.12% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 1.12% | 2.09% | 1.12% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.97% | 1.10% | 0.97% |
Dixon Technologies (India) Limited Consumer Durables | 0.92% | 1.74% | 0.92% |
LG Electronics India Ltd Consumer Durables | 0.88% | 0.82% | 0.82% |
Navin Fluorine International Limited Chemicals & Petrochemicals | 0.80% | 1.29% | 0.80% |
ICICI Lombard General Insurance Company Limited Insurance | 0.78% | 2.59% | 0.78% |
Doms Industries Limited Household Products | 0.88% | 0.63% | 0.63% |
Mahindra & Mahindra Limited Automobiles | 0.07% | 0.98% | 0.07% |
Unique to Mahindra Manulife ELSS Tax Sav
- Axis Bank Limited3.55%
- Hindustan Unilever Limited2.75%
Unique to PGIM INDIA ELSS TAX SAVER
- Kotak Mahindra Bank Ltd.2.40%
Sector Overlap Breakdown
Banks16.7% (3)
Petroleum Products4.9% (1)
IT - Software3.3% (2)
Consumer Durables3.3% (3)
Construction3.0% (1)
Finance2.9% (1)
Cement & Cement Products2.2% (1)
Telecom - Services1.8% (1)
Auto Components1.3% (1)
Automobiles1.2% (2)
Pharmaceuticals & Biotechnology1.1% (1)
Electrical Equipment1.0% (1)
Chemicals & Petrochemicals0.8% (1)
Insurance0.8% (1)
Household Products0.6% (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 PGIM INDIA ELSS TAX SAVER
- vs PGIM INDIA FLEXI CAP64.7% · 47 stocks
- vs PGIM INDIA LARGE CAP62.0% · 32 stocks
- vs PGIM INDIA MULTI CAP60.5% · 56 stocks
- vs PGIM INDIA RETIREMENT59.6% · 52 stocks
- vs CANARA ROBECO LARGE CAP58.0% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.