Mahindra Manulife Flexi Cap Fund vs TATA LARGE CAP FUND
Mahindra vs Tata· Portfolio Overlap Analysis
53.9%High Overlap
21 common stocksRank #7329 / 20,000
Investor takeaway: At 53.9% 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 TATA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.99% | 9.12% | 7.99% |
HDFC Bank Limited Banks | 7.38% | 8.20% | 7.38% |
Reliance Industries Limited Petroleum Products | 4.97% | 5.26% | 4.97% |
Axis Bank Limited Banks | 3.62% | 4.08% | 3.62% |
Infosys Limited IT - Software | 3.73% | 3.54% | 3.54% |
Bajaj Finance Ltd Finance | 3.55% | 3.04% | 3.04% |
State Bank of India Banks | 3.01% | 3.54% | 3.01% |
Tata Consultancy Services Limited IT - Software | 2.87% | 2.86% | 2.86% |
Larsen & Toubro Limited Construction | 2.86% | 3.58% | 2.86% |
Hindustan Unilever Limited Diversified FMCG | 2.59% | 2.64% | 2.59% |
Bharti Airtel Limited Telecom - Services | 1.73% | 2.19% | 1.73% |
IndusInd Bank Limited Banks | 1.66% | 1.72% | 1.66% |
Tech Mahindra Limited IT - Software | 1.30% | 1.85% | 1.30% |
Indus Towers Limited Telecom - Services | 1.27% | 1.23% | 1.23% |
NTPC Limited Power | 1.20% | 1.79% | 1.20% |
Britannia Industries Limited Food Products | 1.41% | 1.07% | 1.07% |
Tata Steel Limited Ferrous Metals | 1.04% | 2.56% | 1.04% |
LG Electronics India Ltd Consumer Durables | 0.86% | 0.86% | 0.86% |
Mahindra & Mahindra Limited Automobiles | 0.83% | 2.89% | 0.83% |
Siemens Limited Electrical Equipment | 1.28% | 0.71% | 0.71% |
Hindalco Industries Limited Non - Ferrous Metals | 0.36% | 1.00% | 0.36% |
Unique to Mahindra Manulife Flexi Cap
All top holdings are shared with the other fund.
Unique to TATA LARGE CAP
- KOTAK MAHINDRA BANK LTD.3.72%
Sector Overlap Breakdown
Banks23.7% (5)
IT - Software7.7% (3)
Petroleum Products5.0% (1)
Finance3.0% (1)
Telecom - Services3.0% (2)
Construction2.9% (1)
Diversified FMCG2.6% (1)
Power1.2% (1)
Food Products1.1% (1)
Ferrous Metals1.0% (1)
Consumer Durables0.9% (1)
Automobiles0.8% (1)
Electrical Equipment0.7% (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 TATA LARGE CAP
- vs ADITYA BIRLA SUN LIFE BSE SENS61.5% · 19 stocks
- vs HDFC BSE SENSEX ETF61.5% · 19 stocks
- vs HDFC BSE Sensex Index61.5% · 19 stocks
- vs ICICI Prudential BSE Sensex ET61.5% · 19 stocks
- vs Kotak BSE Sensex ETF61.5% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.