Mahindra Manulife ELSS Tax Saver Fund vs SBI Large Cap Fund
Mahindra vs SBI· Portfolio Overlap Analysis
48.2%High Overlap
21 common stocksRank #11986 / 20,000
Investor takeaway: At 48.2% 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 (21)
| Stock | Wt% in Mahindra Manulife ELSS Tax Sav | Wt% in SBI Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.87% | 8.20% | 7.87% |
HDFC Bank Limited Banks | 7.46% | 6.54% | 6.54% |
Reliance Industries Limited Petroleum Products | 5.17% | 6.18% | 5.17% |
Axis Bank Limited Banks | 3.55% | 3.44% | 3.44% |
Infosys Limited IT - Software | 3.91% | 3.16% | 3.16% |
State Bank of India Banks | 3.12% | 4.16% | 3.12% |
Larsen & Toubro Limited Construction | 3.02% | 5.73% | 3.02% |
Hindustan Unilever Limited Diversified FMCG | 2.75% | 1.94% | 1.94% |
Bharti Airtel Limited Telecom - Services | 1.81% | 2.48% | 1.81% |
Avenue Supermarts Limited Retailing | 1.52% | 2.15% | 1.52% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.47% | 3.48% | 1.47% |
Tech Mahindra Limited IT - Software | 1.35% | 1.60% | 1.35% |
ICICI Prudential Life Insurance Company Limited Insurance | 1.34% | 1.20% | 1.20% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 1.12% | 1.66% | 1.12% |
Britannia Industries Limited Food Products | 1.38% | 1.03% | 1.03% |
Oil & Natural Gas Corporation Limited Oil | 1.49% | 1.01% | 1.01% |
Asian Paints Limited Consumer Durables | 0.94% | 3.57% | 0.94% |
Page Industries Limited Textiles & Apparels | 0.86% | 1.84% | 0.86% |
Tata Steel Limited Ferrous Metals | 0.83% | 1.81% | 0.83% |
ICICI Lombard General Insurance Company Limited Insurance | 0.78% | 0.88% | 0.78% |
Kwality Walls (India) Limited Food Products | 0.03% | 0.02% | 0.02% |
Unique to Mahindra Manulife ELSS Tax Sav
- Bajaj Finance Ltd3.59%
- Tata Consultancy Services Limited3.00%
Unique to SBI Large Cap
- HDFC Life Insurance Company Ltd.3.75%
- Kotak Mahindra Bank Ltd.3.46%
Sector Overlap Breakdown
Banks21.0% (4)
Petroleum Products5.2% (1)
IT - Software4.5% (2)
Construction3.0% (1)
Insurance2.0% (2)
Diversified FMCG1.9% (1)
Telecom - Services1.8% (1)
Retailing1.5% (1)
Agricultural, Commercial & Construction Vehicles1.5% (1)
Pharmaceuticals & Biotechnology1.1% (1)
Food Products1.1% (2)
Oil1.0% (1)
Consumer Durables0.9% (1)
Textiles & Apparels0.9% (1)
Ferrous Metals0.8% (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 SBI Large Cap
- vs CANARA ROBECO LARGE CAP53.5% · 26 stocks
- vs NIPPON INDIA LARGE CAP52.5% · 25 stocks
- vs Parag Parikh Large Cap52.5% · 31 stocks
- vs HDFC NIFTY 50 ETF52.4% · 20 stocks
- vs HDFC Nifty 50 Index52.4% · 20 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.