Mahindra Manulife Flexi Cap Fund vs Mahindra Manulife Large Cap Fund
Mahindra vs Mahindra· Portfolio Overlap Analysis
64.6%High Overlap
31 common stocksRank #3891 / 5,000
Investor takeaway: These funds overlap 64.6%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (31)
| Stock | Wt% in Mahindra Manulife Flexi Cap | Wt% in Mahindra Manulife Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.99% | 9.06% | 7.99% |
HDFC Bank Limited Banks | 7.38% | 8.55% | 7.38% |
Reliance Industries Limited Petroleum Products | 4.97% | 7.77% | 4.97% |
Infosys Limited IT - Software | 3.73% | 4.41% | 3.73% |
Axis Bank Limited Banks | 3.62% | 4.28% | 3.62% |
State Bank of India Banks | 3.01% | 3.83% | 3.01% |
Tata Consultancy Services Limited IT - Software | 2.87% | 3.29% | 2.87% |
Larsen & Toubro Limited Construction | 2.86% | 4.33% | 2.86% |
Hindustan Unilever Limited Diversified FMCG | 2.59% | 3.00% | 2.59% |
Bharti Airtel Limited Telecom - Services | 1.73% | 3.90% | 1.73% |
Titan Company Limited Consumer Durables | 1.72% | 1.89% | 1.72% |
Oil & Natural Gas Corporation Limited Oil | 1.62% | 1.46% | 1.46% |
Avenue Supermarts Limited Retailing | 1.52% | 1.46% | 1.46% |
IndusInd Bank Limited Banks | 1.66% | 1.44% | 1.44% |
Britannia Industries Limited Food Products | 1.41% | 1.42% | 1.41% |
TVS Motor Company Limited Automobiles | 1.44% | 1.39% | 1.39% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.38% | 1.45% | 1.38% |
Tech Mahindra Limited IT - Software | 1.30% | 1.55% | 1.30% |
Havells India Limited Consumer Durables | 1.28% | 1.56% | 1.28% |
Indus Towers Limited Telecom - Services | 1.27% | 1.29% | 1.27% |
ICICI Prudential Life Insurance Company Limited Insurance | 1.27% | 1.48% | 1.27% |
Siemens Limited Electrical Equipment | 1.28% | 1.21% | 1.21% |
NTPC Limited Power | 1.20% | 2.17% | 1.20% |
Tata Capital Limited Finance | 1.29% | 1.05% | 1.05% |
Jubilant Foodworks Limited Leisure Services | 0.92% | 0.88% | 0.88% |
Mahindra & Mahindra Limited Automobiles | 0.83% | 2.62% | 0.83% |
Info Edge India Ltd Retailing | 1.11% | 0.78% | 0.78% |
ICICI Lombard General Insurance Company Limited Insurance | 0.78% | 0.87% | 0.78% |
Swiggy Limited Retailing | 0.87% | 0.74% | 0.74% |
LG Electronics India Ltd Consumer Durables | 0.86% | 0.65% | 0.65% |
Cummins India Limited Industrial Products | 0.32% | 0.47% | 0.32% |
Unique to Mahindra Manulife Flexi Cap
- Bajaj Finance Ltd3.55%
Unique to Mahindra Manulife Large Cap
- Bajaj Finserv Limited4.73%
Sector Overlap Breakdown
Banks23.4% (5)
IT - Software7.9% (3)
Petroleum Products5.0% (1)
Consumer Durables3.6% (3)
Telecom - Services3.0% (2)
Retailing3.0% (3)
Construction2.9% (1)
Diversified FMCG2.6% (1)
Automobiles2.2% (2)
Insurance2.0% (2)
Oil1.5% (1)
Food Products1.4% (1)
Agricultural, Commercial & Construction Vehicles1.4% (1)
Electrical Equipment1.2% (1)
Power1.2% (1)
Finance1.1% (1)
Leisure Services0.9% (1)
Industrial Products0.3% (1)
More comparisons for Mahindra Manulife Flexi Cap
- vs Mahindra Manulife ELSS Tax Sav90.2% · 60 stocks
- vs Mahindra Manulife Aggressive H61.0% · 51 stocks
More comparisons for Mahindra Manulife Large Cap
- vs HDFC NIFTY 50 ETF64.1% · 23 stocks
- vs HDFC Nifty 50 Index64.1% · 23 stocks
- vs ICICI Prudential Nifty 50 ETF64.1% · 23 stocks
- vs Mirae Asset Nifty 50 ETF64.1% · 23 stocks
- vs SBI Nifty Index64.1% · 23 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.