Mahindra Manulife ELSS Tax Saver Fund vs PGIM INDIA FLEXI CAP FUND
Mahindra vs PGIM· Portfolio Overlap Analysis
45.0%High Overlap
26 common stocksRank #16017 / 20,000
Investor takeaway: At 45.0% 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 (26)
| Stock | Wt% in Mahindra Manulife ELSS Tax Sav | Wt% in PGIM INDIA FLEXI CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.46% | 7.36% | 7.36% |
ICICI Bank Limited Banks | 7.87% | 6.64% | 6.64% |
Reliance Industries Limited Petroleum Products | 5.17% | 4.01% | 4.01% |
State Bank of India Banks | 3.12% | 2.31% | 2.31% |
Bajaj Finance Ltd Finance | 3.59% | 2.19% | 2.19% |
Larsen & Toubro Limited Construction | 3.02% | 2.13% | 2.13% |
Tata Consultancy Services Limited IT - Software | 3.00% | 1.91% | 1.91% |
Bharti Airtel Limited Telecom - Services | 1.81% | 3.28% | 1.81% |
Titan Company Limited Consumer Durables | 1.76% | 1.79% | 1.76% |
TVS Motor Company Limited Automobiles | 1.48% | 2.50% | 1.48% |
Britannia Industries Limited Food Products | 1.38% | 1.78% | 1.38% |
UNO Minda Limited Auto Components | 1.28% | 1.37% | 1.28% |
NTPC Limited Power | 1.22% | 1.64% | 1.22% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 1.12% | 1.19% | 1.12% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.97% | 1.12% | 0.97% |
Dixon Technologies (India) Limited Consumer Durables | 0.92% | 1.16% | 0.92% |
Tech Mahindra Limited IT - Software | 1.35% | 0.84% | 0.84% |
LG Electronics India Ltd Consumer Durables | 0.88% | 0.83% | 0.83% |
Dr Reddys Laboratories Limited Pharmaceuticals & Biotechnology | 1.06% | 0.78% | 0.78% |
ICICI Lombard General Insurance Company Limited Insurance | 0.78% | 1.02% | 0.78% |
Doms Industries Limited Household Products | 0.88% | 0.71% | 0.71% |
Maruti Suzuki India Limited Automobiles | 1.40% | 0.70% | 0.70% |
Astral Limited Industrial Products | 0.93% | 0.65% | 0.65% |
Navin Fluorine International Limited Chemicals & Petrochemicals | 0.80% | 0.62% | 0.62% |
Neuland Laboratories Limited Pharmaceuticals & Biotechnology | 0.78% | 0.55% | 0.55% |
Mahindra & Mahindra Limited Automobiles | 0.07% | 1.90% | 0.07% |
Unique to Mahindra Manulife ELSS Tax Sav
- Infosys Limited3.91%
- Axis Bank Limited3.55%
- Hindustan Unilever Limited2.75%
Unique to PGIM INDIA FLEXI CAP
- VARUN BEVERAGES LIMITED1.97%
- Eternal Ltd.1.93%
Sector Overlap Breakdown
Banks16.3% (3)
Petroleum Products4.0% (1)
Consumer Durables3.5% (3)
IT - Software2.8% (2)
Pharmaceuticals & Biotechnology2.5% (3)
Automobiles2.3% (3)
Finance2.2% (1)
Construction2.1% (1)
Telecom - Services1.8% (1)
Food Products1.4% (1)
Auto Components1.3% (1)
Power1.2% (1)
Electrical Equipment1.0% (1)
Insurance0.8% (1)
Household Products0.7% (1)
Industrial Products0.7% (1)
Chemicals & Petrochemicals0.6% (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 FLEXI CAP
- vs PGIM INDIA LARGE CAP64.9% · 39 stocks
- vs PGIM INDIA ELSS TAX SAVER64.7% · 47 stocks
- vs PGIM INDIA LARGE AND MIDCAP59.8% · 44 stocks
- vs PGIM INDIA MULTI CAP58.9% · 57 stocks
- vs CANARA ROBECO FLEXICAP55.8% · 32 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.