Mahindra Manulife ELSS Tax Saver Fund vs TATA LARGE CAP FUND
Mahindra vs Tata· Portfolio Overlap Analysis
52.4%High Overlap
19 common stocksRank #7898 / 20,000
Investor takeaway: At 52.4% 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 (19)
| Stock | Wt% in Mahindra Manulife ELSS Tax Sav | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.87% | 9.12% | 7.87% |
HDFC Bank Limited Banks | 7.46% | 8.20% | 7.46% |
Reliance Industries Limited Petroleum Products | 5.17% | 5.26% | 5.17% |
Axis Bank Limited Banks | 3.55% | 4.08% | 3.55% |
Infosys Limited IT - Software | 3.91% | 3.54% | 3.54% |
State Bank of India Banks | 3.12% | 3.54% | 3.12% |
Bajaj Finance Ltd Finance | 3.59% | 3.04% | 3.04% |
Larsen & Toubro Limited Construction | 3.02% | 3.58% | 3.02% |
Tata Consultancy Services Limited IT - Software | 3.00% | 2.86% | 2.86% |
Hindustan Unilever Limited Diversified FMCG | 2.75% | 2.64% | 2.64% |
Bharti Airtel Limited Telecom - Services | 1.81% | 2.19% | 1.81% |
IndusInd Bank Limited Banks | 1.78% | 1.72% | 1.72% |
Tech Mahindra Limited IT - Software | 1.35% | 1.85% | 1.35% |
Indus Towers Limited Telecom - Services | 1.31% | 1.23% | 1.23% |
NTPC Limited Power | 1.22% | 1.79% | 1.22% |
Britannia Industries Limited Food Products | 1.38% | 1.07% | 1.07% |
LG Electronics India Ltd Consumer Durables | 0.88% | 0.86% | 0.86% |
Tata Steel Limited Ferrous Metals | 0.83% | 2.56% | 0.83% |
Mahindra & Mahindra Limited Automobiles | 0.07% | 2.89% | 0.07% |
Unique to Mahindra Manulife ELSS Tax Sav
All top holdings are shared with the other fund.
Unique to TATA LARGE CAP
- KOTAK MAHINDRA BANK LTD.3.72%
Sector Overlap Breakdown
Banks23.7% (5)
IT - Software7.8% (3)
Petroleum Products5.2% (1)
Finance3.0% (1)
Telecom - Services3.0% (2)
Construction3.0% (1)
Diversified FMCG2.6% (1)
Power1.2% (1)
Food Products1.1% (1)
Consumer Durables0.9% (1)
Ferrous Metals0.8% (1)
Automobiles0.1% (1)
More comparisons for Mahindra Manulife ELSS Tax Sav
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.