Mahindra Manulife Flexi Cap Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Mahindra vs Nippon· Portfolio Overlap Analysis
47.6%High Overlap
23 common stocksRank #12637 / 20,000
Investor takeaway: At 47.6% 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 (23)
| Stock | Wt% in Mahindra Manulife Flexi Cap | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.99% | 7.59% | 7.59% |
HDFC Bank Limited Banks | 7.38% | 7.08% | 7.08% |
Reliance Industries Limited Petroleum Products | 4.97% | 4.56% | 4.56% |
Axis Bank Limited Banks | 3.62% | 3.20% | 3.20% |
State Bank of India Banks | 3.01% | 3.99% | 3.01% |
Infosys Limited IT - Software | 3.73% | 2.86% | 2.86% |
Bajaj Finance Ltd Finance | 3.55% | 2.86% | 2.86% |
Larsen & Toubro Limited Construction | 2.86% | 3.62% | 2.86% |
Bharti Airtel Limited Telecom - Services | 1.73% | 2.69% | 1.73% |
UltraTech Cement Limited Cement & Cement Products | 2.00% | 1.62% | 1.62% |
Titan Company Limited Consumer Durables | 1.72% | 1.38% | 1.38% |
Tech Mahindra Limited IT - Software | 1.30% | 1.84% | 1.30% |
NTPC Limited Power | 1.20% | 2.93% | 1.20% |
Dixon Technologies (India) Limited Consumer Durables | 0.92% | 0.97% | 0.92% |
TVS Motor Company Limited Automobiles | 1.44% | 0.86% | 0.86% |
Mahindra & Mahindra Limited Automobiles | 0.83% | 2.54% | 0.83% |
Britannia Industries Limited Food Products | 1.41% | 0.77% | 0.77% |
Tata Power Company Limited Power | 1.18% | 0.72% | 0.72% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 0.96% | 0.53% | 0.53% |
Info Edge India Ltd Retailing | 1.11% | 0.52% | 0.52% |
Swiggy Limited Retailing | 0.87% | 0.50% | 0.50% |
Hindalco Industries Limited Non - Ferrous Metals | 0.36% | 0.44% | 0.36% |
Cummins India Limited Industrial Products | 0.32% | 1.56% | 0.32% |
Unique to Mahindra Manulife Flexi Cap
- Tata Consultancy Services Limited2.87%
- Hindustan Unilever Limited2.59%
Unique to NIPPON INDIA RETIREMENT FUND -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks20.9% (4)
Petroleum Products4.6% (1)
IT - Software4.2% (2)
Finance2.9% (1)
Construction2.9% (1)
Consumer Durables2.3% (2)
Power1.9% (2)
Telecom - Services1.7% (1)
Automobiles1.7% (2)
Cement & Cement Products1.6% (1)
Retailing1.0% (2)
Food Products0.8% (1)
Pharmaceuticals & Biotechnology0.5% (1)
Non - Ferrous Metals0.4% (1)
Industrial Products0.3% (1)
More comparisons for Mahindra Manulife Flexi Cap
- vs Mahindra Manulife ELSS Tax Sav90.2% · 60 stocks
- vs Mahindra Manulife Large Cap64.6% · 31 stocks
- vs Mahindra Manulife Aggressive H61.0% · 51 stocks
- vs NIPPON INDIA LARGE CAP55.0% · 28 stocks
- vs CANARA ROBECO LARGE CAP54.9% · 28 stocks
More comparisons for NIPPON INDIA RETIREMENT FUND -
- vs CANARA ROBECO LARGE CAP62.5% · 35 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA59.5% · 36 stocks
- vs CANARA ROBECO FLEXICAP58.5% · 36 stocks
- vs Kotak Large Cap57.6% · 25 stocks
- vs Nippon India Flexi Cap57.1% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.