Mahindra Manulife Flexi Cap Fund vs PGIM INDIA FLEXI CAP FUND
Mahindra vs PGIM· Portfolio Overlap Analysis
46.3%High Overlap
29 common stocksRank #14202 / 20,000
Investor takeaway: At 46.3% 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 (29)
| Stock | Wt% in Mahindra Manulife Flexi Cap | Wt% in PGIM INDIA FLEXI CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.38% | 7.36% | 7.36% |
ICICI Bank Limited Banks | 7.99% | 6.64% | 6.64% |
Reliance Industries Limited Petroleum Products | 4.97% | 4.01% | 4.01% |
State Bank of India Banks | 3.01% | 2.31% | 2.31% |
Bajaj Finance Ltd Finance | 3.55% | 2.19% | 2.19% |
Larsen & Toubro Limited Construction | 2.86% | 2.13% | 2.13% |
Tata Consultancy Services Limited IT - Software | 2.87% | 1.91% | 1.91% |
Bharti Airtel Limited Telecom - Services | 1.73% | 3.28% | 1.73% |
Titan Company Limited Consumer Durables | 1.72% | 1.79% | 1.72% |
TVS Motor Company Limited Automobiles | 1.44% | 2.50% | 1.44% |
Britannia Industries Limited Food Products | 1.41% | 1.78% | 1.41% |
UNO Minda Limited Auto Components | 1.28% | 1.37% | 1.28% |
NTPC Limited Power | 1.20% | 1.64% | 1.20% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 0.96% | 1.19% | 0.96% |
Dixon Technologies (India) Limited Consumer Durables | 0.92% | 1.16% | 0.92% |
Tech Mahindra Limited IT - Software | 1.30% | 0.84% | 0.84% |
LG Electronics India Ltd Consumer Durables | 0.86% | 0.83% | 0.83% |
Mahindra & Mahindra Limited Automobiles | 0.83% | 1.90% | 0.83% |
Dr Reddys Laboratories Limited Pharmaceuticals & Biotechnology | 0.87% | 0.78% | 0.78% |
ICICI Lombard General Insurance Company Limited Insurance | 0.78% | 1.02% | 0.78% |
Doms Industries Limited Household Products | 0.86% | 0.71% | 0.71% |
Maruti Suzuki India Limited Automobiles | 1.36% | 0.70% | 0.70% |
Astral Limited Industrial Products | 0.94% | 0.65% | 0.65% |
Vishal Mega Mart Limited Retailing | 0.64% | 1.40% | 0.64% |
Navin Fluorine International Limited Chemicals & Petrochemicals | 0.76% | 0.62% | 0.62% |
Neuland Laboratories Limited Pharmaceuticals & Biotechnology | 0.68% | 0.55% | 0.55% |
MTAR Technologies Limited Aerospace & Defense | 0.49% | 0.47% | 0.47% |
Hindalco Industries Limited Non - Ferrous Metals | 0.36% | 0.67% | 0.36% |
Cummins India Limited Industrial Products | 0.32% | 1.43% | 0.32% |
Unique to Mahindra Manulife Flexi Cap
- Infosys Limited3.73%
- Axis Bank Limited3.62%
- Hindustan Unilever Limited2.59%
Unique to PGIM INDIA FLEXI CAP
- VARUN BEVERAGES LIMITED1.97%
- Eternal Ltd.1.93%
Sector Overlap Breakdown
Banks16.3% (3)
Petroleum Products4.0% (1)
Consumer Durables3.5% (3)
Automobiles3.0% (3)
IT - Software2.8% (2)
Pharmaceuticals & Biotechnology2.3% (3)
Finance2.2% (1)
Construction2.1% (1)
Telecom - Services1.7% (1)
Food Products1.4% (1)
Auto Components1.3% (1)
Power1.2% (1)
Industrial Products1.0% (2)
Insurance0.8% (1)
Household Products0.7% (1)
Retailing0.6% (1)
Chemicals & Petrochemicals0.6% (1)
Aerospace & Defense0.5% (1)
Non - Ferrous Metals0.4% (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 FLEXI CAP
- vs PGIM INDIA LARGE CAP64.9% · 39 stocks
- vs PGIM INDIA ELSS TAX SAVER64.7% · 47 stocks
- vs PGIM INDIA LARGE AND MIDCAP59.8% · 44 stocks
- vs PGIM INDIA MULTI CAP58.9% · 57 stocks
- vs CANARA ROBECO FLEXICAP55.8% · 32 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.