Mahindra Manulife Flexi Cap Fund vs Mahindra Manulife Focused Fund

Mahindra vs Mahindra· Portfolio Overlap Analysis

44.2%High Overlap
17 common stocksRank #17245 / 20,000

Investor takeaway: At 44.2% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (17)

StockWt% in Mahindra Manulife Flexi CapWt% in Mahindra Manulife FocusedOverlap
ICICI Bank Limited
Banks
7.99%8.56%7.99%
Reliance Industries Limited
Petroleum Products
4.97%5.58%4.97%
HDFC Bank Limited
Banks
7.38%4.92%4.92%
Infosys Limited
IT - Software
3.73%4.38%3.73%
State Bank of India
Banks
3.01%5.10%3.01%
Bajaj Finance Ltd
Finance
3.55%3.00%3.00%
Axis Bank Limited
Banks
3.62%2.97%2.97%
Larsen & Toubro Limited
Construction
2.86%5.09%2.86%
IndusInd Bank Limited
Banks
1.66%2.56%1.66%
Oil & Natural Gas Corporation Limited
Oil
1.62%3.24%1.62%
Avenue Supermarts Limited
Retailing
1.52%2.92%1.52%
Tech Mahindra Limited
IT - Software
1.30%3.06%1.30%
Indus Towers Limited
Telecom - Services
1.27%4.07%1.27%
NTPC Limited
Power
1.20%3.47%1.20%
Biocon Limited
Pharmaceuticals & Biotechnology
0.89%2.52%0.89%
Mahindra & Mahindra Limited
Automobiles
0.83%1.69%0.83%
Elgi Equipments Limited
Industrial Products
0.48%1.73%0.48%

Unique to Mahindra Manulife Flexi Cap

  • Tata Consultancy Services Limited2.87%
  • Hindustan Unilever Limited2.59%

Unique to Mahindra Manulife Focused

  • Grasim Industries Limited3.82%
  • Bajaj Auto Limited3.43%

Sector Overlap Breakdown

Banks
20.6% (5)
IT - Software
5.0% (2)
Petroleum Products
5.0% (1)
Finance
3.0% (1)
Construction
2.9% (1)
Oil
1.6% (1)
Retailing
1.5% (1)
Telecom - Services
1.3% (1)
Power
1.2% (1)
Pharmaceuticals & Biotechnology
0.9% (1)
Automobiles
0.8% (1)
Industrial Products
0.5% (1)

More comparisons for Mahindra Manulife Flexi Cap

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.