Mahindra Manulife Flexi Cap Fund vs NIPPON INDIA LARGE CAP FUND

Mahindra vs Nippon· Portfolio Overlap Analysis

55.0%High Overlap
28 common stocksRank #6887 / 20,000

Investor takeaway: At 55.0% 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 (28)

StockWt% in Mahindra Manulife Flexi CapWt% in NIPPON INDIA LARGE CAPOverlap
HDFC Bank Limited
Banks
7.38%8.82%7.38%
ICICI Bank Limited
Banks
7.99%7.02%7.02%
Reliance Industries Limited
Petroleum Products
4.97%5.30%4.97%
Axis Bank Limited
Banks
3.62%4.20%3.62%
State Bank of India
Banks
3.01%3.99%3.01%
Infosys Limited
IT - Software
3.73%2.94%2.94%
Larsen & Toubro Limited
Construction
2.86%4.24%2.86%
Bajaj Finance Ltd
Finance
3.55%2.80%2.80%
Tata Consultancy Services Limited
IT - Software
2.87%2.41%2.41%
Hindustan Unilever Limited
Diversified FMCG
2.59%2.29%2.29%
Avenue Supermarts Limited
Retailing
1.52%1.90%1.52%
UltraTech Cement Limited
Cement & Cement Products
2.00%1.42%1.42%
Maruti Suzuki India Limited
Automobiles
1.36%2.31%1.36%
NTPC Limited
Power
1.20%2.48%1.20%
Tata Power Company Limited
Power
1.18%1.65%1.18%
Tata Steel Limited
Ferrous Metals
1.04%1.28%1.04%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
1.38%0.99%0.99%
Dr Reddys Laboratories Limited
Pharmaceuticals & Biotechnology
0.87%1.34%0.87%
Mahindra & Mahindra Limited
Automobiles
0.83%2.44%0.83%
Swiggy Limited
Retailing
0.87%0.74%0.74%
ICICI Lombard General Insurance Company Limited
Insurance
0.78%0.74%0.74%
Siemens Limited
Electrical Equipment
1.28%0.72%0.72%
Tech Mahindra Limited
IT - Software
1.30%0.66%0.66%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
0.96%0.64%0.64%
Vishal Mega Mart Limited
Retailing
0.64%0.69%0.64%
Havells India Limited
Consumer Durables
1.28%0.48%0.48%
Dixon Technologies (India) Limited
Consumer Durables
0.92%0.36%0.36%
Devyani International Limited
Leisure Services
0.78%0.34%0.34%

Unique to Mahindra Manulife Flexi Cap

All top holdings are shared with the other fund.

Unique to NIPPON INDIA LARGE CAP

  • GE Vernova T&D India Limited2.82%
  • ITC Limited2.61%

Sector Overlap Breakdown

Banks
21.0% (4)
IT - Software
6.0% (3)
Petroleum Products
5.0% (1)
Retailing
2.9% (3)
Construction
2.9% (1)
Finance
2.8% (1)
Power
2.4% (2)
Diversified FMCG
2.3% (1)
Automobiles
2.2% (2)
Pharmaceuticals & Biotechnology
1.5% (2)
Cement & Cement Products
1.4% (1)
Ferrous Metals
1.0% (1)
Agricultural, Commercial & Construction Vehicles
1.0% (1)
Consumer Durables
0.8% (2)
Insurance
0.7% (1)
Electrical Equipment
0.7% (1)
Leisure Services
0.3% (1)

More comparisons for Mahindra Manulife Flexi Cap

More comparisons for NIPPON INDIA LARGE CAP

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