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)
| Stock | Wt% in Mahindra Manulife ELSS Tax Sav | Wt% in PGIM INDIA LARGE CAP | Overlap |
|---|---|---|---|
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
Banks18.2% (3)
IT - Software5.5% (3)
Petroleum Products5.2% (1)
Consumer Durables4.2% (4)
Finance4.1% (2)
Construction3.0% (1)
Automobiles3.0% (3)
Cement & Cement Products2.0% (1)
Pharmaceuticals & Biotechnology1.9% (2)
Telecom - Services1.8% (1)
Food Products1.3% (1)
Power1.2% (1)
Electrical Equipment1.0% (1)
Insurance0.8% (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 LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.