Mahindra Manulife ELSS Tax Saver Fund vs SBI ESG Exclusionary Strategy Fund
Mahindra vs SBI· Portfolio Overlap Analysis
49.1%High Overlap
20 common stocksRank #11096 / 20,000
Investor takeaway: At 49.1% 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 SBI ESG Exclusionary Strategy | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.87% | 8.46% | 7.87% |
HDFC Bank Limited Banks | 7.46% | 8.66% | 7.46% |
Infosys Limited IT - Software | 3.91% | 4.96% | 3.91% |
Bajaj Finance Ltd Finance | 3.59% | 3.78% | 3.59% |
Axis Bank Limited Banks | 3.55% | 5.17% | 3.55% |
State Bank of India Banks | 3.12% | 5.61% | 3.12% |
Larsen & Toubro Limited Construction | 3.02% | 5.06% | 3.02% |
Reliance Industries Limited Petroleum Products | 5.17% | 2.54% | 2.54% |
UltraTech Cement Limited Cement & Cement Products | 2.22% | 3.74% | 2.22% |
TVS Motor Company Limited Automobiles | 1.48% | 2.72% | 1.48% |
Maruti Suzuki India Limited Automobiles | 1.40% | 4.14% | 1.40% |
Britannia Industries Limited Food Products | 1.38% | 1.47% | 1.38% |
ICICI Prudential Life Insurance Company Limited Insurance | 1.34% | 1.60% | 1.34% |
Voltas Limited Consumer Durables | 1.15% | 1.19% | 1.15% |
LTIMindtree Limited IT - Software | 0.99% | 2.18% | 0.99% |
Asian Paints Limited Consumer Durables | 0.94% | 2.58% | 0.94% |
Jubilant Foodworks Limited Leisure Services | 0.91% | 1.07% | 0.91% |
Godrej Properties Limited Realty | 0.89% | 1.08% | 0.89% |
Page Industries Limited Textiles & Apparels | 0.86% | 1.30% | 0.86% |
ABB India Limited Electrical Equipment | 0.52% | 2.01% | 0.52% |
Unique to Mahindra Manulife ELSS Tax Sav
- Tata Consultancy Services Limited3.00%
- Hindustan Unilever Limited2.75%
Unique to SBI ESG Exclusionary Strategy
- Kotak Mahindra Bank Ltd.3.88%
Sector Overlap Breakdown
Banks22.0% (4)
IT - Software4.9% (2)
Finance3.6% (1)
Construction3.0% (1)
Automobiles2.9% (2)
Petroleum Products2.5% (1)
Cement & Cement Products2.2% (1)
Consumer Durables2.1% (2)
Food Products1.4% (1)
Insurance1.3% (1)
Leisure Services0.9% (1)
Realty0.9% (1)
Textiles & Apparels0.9% (1)
Electrical Equipment0.5% (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 SBI ESG Exclusionary Strategy
- vs SBI RETIREMENT BENEFIT FUND - 72.3% · 35 stocks
- vs SBI RETIREMENT BENEFIT FUND - 60.5% · 35 stocks
- vs SBI Dividend Yield52.3% · 21 stocks
- vs SBI Large Cap50.4% · 18 stocks
- vs Axis Large Cap49.9% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.