Mahindra Manulife ELSS Tax Saver Fund vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
Mahindra vs SBI· Portfolio Overlap Analysis
46.2%High Overlap
20 common stocksRank #14240 / 20,000
Investor takeaway: At 46.2% 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 (20)
| Stock | Wt% in Mahindra Manulife ELSS Tax Sav | Wt% in SBI RETIREMENT BENEFIT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.46% | 7.65% | 7.46% |
ICICI Bank Limited Banks | 7.87% | 5.85% | 5.85% |
Reliance Industries Limited Petroleum Products | 5.17% | 5.57% | 5.17% |
State Bank of India Banks | 3.12% | 4.50% | 3.12% |
Infosys Limited IT - Software | 3.91% | 3.02% | 3.02% |
Larsen & Toubro Limited Construction | 3.02% | 4.38% | 3.02% |
Axis Bank Limited Banks | 3.55% | 2.99% | 2.99% |
Bajaj Finance Ltd Finance | 3.59% | 2.31% | 2.31% |
UltraTech Cement Limited Cement & Cement Products | 2.22% | 2.98% | 2.22% |
TVS Motor Company Limited Automobiles | 1.48% | 1.97% | 1.48% |
Maruti Suzuki India Limited Automobiles | 1.40% | 3.91% | 1.40% |
ICICI Prudential Life Insurance Company Limited Insurance | 1.34% | 1.18% | 1.18% |
Voltas Limited Consumer Durables | 1.15% | 1.34% | 1.15% |
LTIMindtree Limited IT - Software | 0.99% | 1.06% | 0.99% |
Asian Paints Limited Consumer Durables | 0.94% | 1.47% | 0.94% |
Jubilant Foodworks Limited Leisure Services | 0.91% | 1.60% | 0.91% |
Godrej Properties Limited Realty | 0.89% | 0.91% | 0.89% |
Page Industries Limited Textiles & Apparels | 0.86% | 0.82% | 0.82% |
Navin Fluorine International Limited Chemicals & Petrochemicals | 0.80% | 1.48% | 0.80% |
ABB India Limited Electrical Equipment | 0.52% | 1.32% | 0.52% |
Unique to Mahindra Manulife ELSS Tax Sav
- Tata Consultancy Services Limited3.00%
- Hindustan Unilever Limited2.75%
Unique to SBI RETIREMENT BENEFIT FUND -
- Kotak Mahindra Bank Ltd.2.64%
Sector Overlap Breakdown
Banks19.4% (4)
Petroleum Products5.2% (1)
IT - Software4.0% (2)
Construction3.0% (1)
Automobiles2.9% (2)
Finance2.3% (1)
Cement & Cement Products2.2% (1)
Consumer Durables2.1% (2)
Insurance1.2% (1)
Leisure Services0.9% (1)
Realty0.9% (1)
Textiles & Apparels0.8% (1)
Chemicals & Petrochemicals0.8% (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 RETIREMENT BENEFIT FUND -
- vs SBI RETIREMENT BENEFIT FUND - 79.2% · 52 stocks
- vs SBI ESG Exclusionary Strategy72.3% · 35 stocks
- vs SBI Dividend Yield47.0% · 20 stocks
- vs CANARA ROBECO LARGE CAP46.8% · 18 stocks
- vs NIPPON INDIA LARGE CAP45.2% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.