Mahindra Manulife Flexi Cap Fund vs PGIM INDIA LARGE CAP FUND
Mahindra vs PGIM· Portfolio Overlap Analysis
53.5%High Overlap
27 common stocksRank #7466 / 20,000
Investor takeaway: At 53.5% 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 (27)
| Stock | Wt% in Mahindra Manulife Flexi Cap | Wt% in PGIM INDIA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.99% | 7.94% | 7.94% |
HDFC Bank Limited Banks | 7.38% | 8.93% | 7.38% |
Reliance Industries Limited Petroleum Products | 4.97% | 6.64% | 4.97% |
Bajaj Finance Ltd Finance | 3.55% | 2.94% | 2.94% |
State Bank of India Banks | 3.01% | 2.91% | 2.91% |
Larsen & Toubro Limited Construction | 2.86% | 4.44% | 2.86% |
Tata Consultancy Services Limited IT - Software | 2.87% | 2.56% | 2.56% |
UltraTech Cement Limited Cement & Cement Products | 2.00% | 2.04% | 2.00% |
Bharti Airtel Limited Telecom - Services | 1.73% | 4.72% | 1.73% |
Titan Company Limited Consumer Durables | 1.72% | 2.30% | 1.72% |
Infosys Limited IT - Software | 3.73% | 1.68% | 1.68% |
TVS Motor Company Limited Automobiles | 1.44% | 2.13% | 1.44% |
Maruti Suzuki India Limited Automobiles | 1.36% | 1.86% | 1.36% |
Britannia Industries Limited Food Products | 1.41% | 1.28% | 1.28% |
Tech Mahindra Limited IT - Software | 1.30% | 1.21% | 1.21% |
Tata Capital Limited Finance | 1.29% | 1.20% | 1.20% |
NTPC Limited Power | 1.20% | 2.13% | 1.20% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 0.96% | 1.35% | 0.96% |
Asian Paints Limited Consumer Durables | 0.90% | 0.99% | 0.90% |
LG Electronics India Ltd Consumer Durables | 0.86% | 0.85% | 0.85% |
Mahindra & Mahindra Limited Automobiles | 0.83% | 1.67% | 0.83% |
Dr Reddys Laboratories Limited Pharmaceuticals & Biotechnology | 0.87% | 0.81% | 0.81% |
ICICI Lombard General Insurance Company Limited Insurance | 0.78% | 1.03% | 0.78% |
Dixon Technologies (India) Limited Consumer Durables | 0.92% | 0.68% | 0.68% |
Vishal Mega Mart Limited Retailing | 0.64% | 0.96% | 0.64% |
Hindalco Industries Limited Non - Ferrous Metals | 0.36% | 0.65% | 0.36% |
Cummins India Limited Industrial Products | 0.32% | 1.24% | 0.32% |
Unique to Mahindra Manulife Flexi Cap
- Axis Bank Limited3.62%
- Hindustan Unilever Limited2.59%
Unique to PGIM INDIA LARGE CAP
- Kotak Mahindra Bank Ltd.2.94%
Sector Overlap Breakdown
Banks18.2% (3)
IT - Software5.5% (3)
Petroleum Products5.0% (1)
Consumer Durables4.2% (4)
Finance4.1% (2)
Automobiles3.6% (3)
Construction2.9% (1)
Cement & Cement Products2.0% (1)
Pharmaceuticals & Biotechnology1.8% (2)
Telecom - Services1.7% (1)
Food Products1.3% (1)
Power1.2% (1)
Insurance0.8% (1)
Retailing0.6% (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 PGIM INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.