Mahindra Manulife Flexi Cap Fund vs SBI ESG Exclusionary Strategy Fund
Mahindra vs SBI· Portfolio Overlap Analysis
48.7%High Overlap
20 common stocksRank #11480 / 20,000
Investor takeaway: At 48.7% 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 (20)
| Stock | Wt% in Mahindra Manulife Flexi Cap | Wt% in SBI ESG Exclusionary Strategy | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.99% | 8.46% | 7.99% |
HDFC Bank Limited Banks | 7.38% | 8.66% | 7.38% |
Infosys Limited IT - Software | 3.73% | 4.96% | 3.73% |
Axis Bank Limited Banks | 3.62% | 5.17% | 3.62% |
Bajaj Finance Ltd Finance | 3.55% | 3.78% | 3.55% |
State Bank of India Banks | 3.01% | 5.61% | 3.01% |
Larsen & Toubro Limited Construction | 2.86% | 5.06% | 2.86% |
Reliance Industries Limited Petroleum Products | 4.97% | 2.54% | 2.54% |
UltraTech Cement Limited Cement & Cement Products | 2.00% | 3.74% | 2.00% |
TVS Motor Company Limited Automobiles | 1.44% | 2.72% | 1.44% |
Britannia Industries Limited Food Products | 1.41% | 1.47% | 1.41% |
Maruti Suzuki India Limited Automobiles | 1.36% | 4.14% | 1.36% |
Siemens Limited Electrical Equipment | 1.28% | 1.55% | 1.28% |
ICICI Prudential Life Insurance Company Limited Insurance | 1.27% | 1.60% | 1.27% |
Voltas Limited Consumer Durables | 1.21% | 1.19% | 1.19% |
LTIMindtree Limited IT - Software | 1.04% | 2.18% | 1.04% |
Jubilant Foodworks Limited Leisure Services | 0.92% | 1.07% | 0.92% |
Asian Paints Limited Consumer Durables | 0.90% | 2.58% | 0.90% |
Godrej Properties Limited Realty | 0.85% | 1.08% | 0.85% |
Hindalco Industries Limited Non - Ferrous Metals | 0.36% | 2.81% | 0.36% |
Unique to Mahindra Manulife Flexi Cap
- Tata Consultancy Services Limited2.87%
- Hindustan Unilever Limited2.59%
Unique to SBI ESG Exclusionary Strategy
- Kotak Mahindra Bank Ltd.3.88%
Sector Overlap Breakdown
Banks22.0% (4)
IT - Software4.8% (2)
Finance3.5% (1)
Construction2.9% (1)
Automobiles2.8% (2)
Petroleum Products2.5% (1)
Consumer Durables2.1% (2)
Cement & Cement Products2.0% (1)
Food Products1.4% (1)
Electrical Equipment1.3% (1)
Insurance1.3% (1)
Leisure Services0.9% (1)
Realty0.8% (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 SBI ESG Exclusionary Strategy
- vs SBI RETIREMENT BENEFIT FUND - 72.3% · 35 stocks
- vs SBI RETIREMENT BENEFIT FUND - 60.5% · 35 stocks
- vs SBI Dividend Yield52.3% · 21 stocks
- vs SBI Large Cap50.4% · 18 stocks
- vs Axis Large Cap49.9% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.