Mahindra Manulife ELSS Tax Saver Fund vs PGIM INDIA LARGE CAP FUND

Mahindra vs PGIM· Portfolio Overlap Analysis

53.2%High Overlap
25 common stocksRank #7603 / 20,000

Investor takeaway: At 53.2% 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 (25)

StockWt% in Mahindra Manulife ELSS Tax SavWt% in PGIM INDIA LARGE CAPOverlap
ICICI Bank Limited
Banks
7.87%7.94%7.87%
HDFC Bank Limited
Banks
7.46%8.93%7.46%
Reliance Industries Limited
Petroleum Products
5.17%6.64%5.17%
Larsen & Toubro Limited
Construction
3.02%4.44%3.02%
Bajaj Finance Ltd
Finance
3.59%2.94%2.94%
State Bank of India
Banks
3.12%2.91%2.91%
Tata Consultancy Services Limited
IT - Software
3.00%2.56%2.56%
UltraTech Cement Limited
Cement & Cement Products
2.22%2.04%2.04%
Bharti Airtel Limited
Telecom - Services
1.81%4.72%1.81%
Titan Company Limited
Consumer Durables
1.76%2.30%1.76%
Infosys Limited
IT - Software
3.91%1.68%1.68%
TVS Motor Company Limited
Automobiles
1.48%2.13%1.48%
Maruti Suzuki India Limited
Automobiles
1.40%1.86%1.40%
Britannia Industries Limited
Food Products
1.38%1.28%1.28%
NTPC Limited
Power
1.22%2.13%1.22%
Tech Mahindra Limited
IT - Software
1.35%1.21%1.21%
Tata Capital Limited
Finance
1.29%1.20%1.20%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
1.12%1.35%1.12%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.97%1.29%0.97%
Asian Paints Limited
Consumer Durables
0.94%0.99%0.94%
LG Electronics India Ltd
Consumer Durables
0.88%0.85%0.85%
Dr Reddys Laboratories Limited
Pharmaceuticals & Biotechnology
1.06%0.81%0.81%
ICICI Lombard General Insurance Company Limited
Insurance
0.78%1.03%0.78%
Dixon Technologies (India) Limited
Consumer Durables
0.92%0.68%0.68%
Mahindra & Mahindra Limited
Automobiles
0.07%1.67%0.07%

Unique to Mahindra Manulife ELSS Tax Sav

  • Axis Bank Limited3.55%
  • Hindustan Unilever Limited2.75%

Unique to PGIM INDIA LARGE CAP

  • Kotak Mahindra Bank Ltd.2.94%

Sector Overlap Breakdown

Banks
18.2% (3)
IT - Software
5.5% (3)
Petroleum Products
5.2% (1)
Consumer Durables
4.2% (4)
Finance
4.1% (2)
Construction
3.0% (1)
Automobiles
3.0% (3)
Cement & Cement Products
2.0% (1)
Pharmaceuticals & Biotechnology
1.9% (2)
Telecom - Services
1.8% (1)
Food Products
1.3% (1)
Power
1.2% (1)
Electrical Equipment
1.0% (1)
Insurance
0.8% (1)

More comparisons for Mahindra Manulife ELSS Tax Sav

More comparisons for PGIM INDIA LARGE CAP

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.