Mahindra Manulife Flexi Cap Fund vs PGIM INDIA ELSS TAX SAVER FUND
Mahindra vs PGIM· Portfolio Overlap Analysis
44.5%High Overlap
21 common stocksRank #16990 / 20,000
Investor takeaway: At 44.5% 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 (21)
| Stock | Wt% in Mahindra Manulife Flexi Cap | Wt% in PGIM INDIA ELSS TAX SAVER | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.38% | 8.22% | 7.38% |
ICICI Bank Limited Banks | 7.99% | 6.82% | 6.82% |
Reliance Industries Limited Petroleum Products | 4.97% | 4.91% | 4.91% |
Bajaj Finance Ltd Finance | 3.55% | 2.87% | 2.87% |
Larsen & Toubro Limited Construction | 2.86% | 3.40% | 2.86% |
State Bank of India Banks | 3.01% | 2.38% | 2.38% |
UltraTech Cement Limited Cement & Cement Products | 2.00% | 2.48% | 2.00% |
Bharti Airtel Limited Telecom - Services | 1.73% | 3.84% | 1.73% |
Infosys Limited IT - Software | 3.73% | 1.69% | 1.69% |
Tata Consultancy Services Limited IT - Software | 2.87% | 1.58% | 1.58% |
Titan Company Limited Consumer Durables | 1.72% | 1.51% | 1.51% |
UNO Minda Limited Auto Components | 1.28% | 2.22% | 1.28% |
TVS Motor Company Limited Automobiles | 1.44% | 1.12% | 1.12% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 0.96% | 2.09% | 0.96% |
Dixon Technologies (India) Limited Consumer Durables | 0.92% | 1.74% | 0.92% |
Mahindra & Mahindra Limited Automobiles | 0.83% | 0.98% | 0.83% |
LG Electronics India Ltd Consumer Durables | 0.86% | 0.82% | 0.82% |
ICICI Lombard General Insurance Company Limited Insurance | 0.78% | 2.59% | 0.78% |
Navin Fluorine International Limited Chemicals & Petrochemicals | 0.76% | 1.29% | 0.76% |
Vishal Mega Mart Limited Retailing | 0.64% | 1.21% | 0.64% |
Doms Industries Limited Household Products | 0.86% | 0.63% | 0.63% |
Unique to Mahindra Manulife Flexi Cap
- Axis Bank Limited3.62%
- Hindustan Unilever Limited2.59%
Unique to PGIM INDIA ELSS TAX SAVER
- Kotak Mahindra Bank Ltd.2.40%
Sector Overlap Breakdown
Banks16.6% (3)
Petroleum Products4.9% (1)
IT - Software3.3% (2)
Consumer Durables3.3% (3)
Finance2.9% (1)
Construction2.9% (1)
Cement & Cement Products2.0% (1)
Automobiles1.9% (2)
Telecom - Services1.7% (1)
Auto Components1.3% (1)
Pharmaceuticals & Biotechnology1.0% (1)
Insurance0.8% (1)
Chemicals & Petrochemicals0.8% (1)
Retailing0.6% (1)
Household Products0.6% (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 PGIM INDIA ELSS TAX SAVER
- vs PGIM INDIA FLEXI CAP64.7% · 47 stocks
- vs PGIM INDIA LARGE CAP62.0% · 32 stocks
- vs PGIM INDIA MULTI CAP60.5% · 56 stocks
- vs PGIM INDIA RETIREMENT59.6% · 52 stocks
- vs CANARA ROBECO LARGE CAP58.0% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.