Mahindra Manulife Focused Fund vs Mahindra Manulife Large Cap Fund

Mahindra vs Mahindra· Portfolio Overlap Analysis

51.1%High Overlap
18 common stocksRank #9014 / 20,000

Investor takeaway: At 51.1% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (18)

StockWt% in Mahindra Manulife FocusedWt% in Mahindra Manulife Large CapOverlap
ICICI Bank Limited
Banks
8.56%9.06%8.56%
Reliance Industries Limited
Petroleum Products
5.58%7.77%5.58%
HDFC Bank Limited
Banks
4.92%8.55%4.92%
Infosys Limited
IT - Software
4.38%4.41%4.38%
Larsen & Toubro Limited
Construction
5.09%4.33%4.33%
State Bank of India
Banks
5.10%3.83%3.83%
Axis Bank Limited
Banks
2.97%4.28%2.97%
NTPC Limited
Power
3.47%2.17%2.17%
Kotak Mahindra Bank Ltd
Banks
3.32%1.77%1.77%
Grasim Industries Limited
Cement & Cement Products
3.82%1.75%1.75%
Mahindra & Mahindra Limited
Automobiles
1.69%2.62%1.69%
Tech Mahindra Limited
IT - Software
3.06%1.55%1.55%
Oil & Natural Gas Corporation Limited
Oil
3.24%1.46%1.46%
Avenue Supermarts Limited
Retailing
2.92%1.46%1.46%
IndusInd Bank Limited
Banks
2.56%1.44%1.44%
Indus Towers Limited
Telecom - Services
4.07%1.29%1.29%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
2.43%1.08%1.08%
Trent Limited
Retailing
1.50%0.90%0.90%

Unique to Mahindra Manulife Focused

  • Bajaj Auto Limited3.43%

Unique to Mahindra Manulife Large Cap

  • Bajaj Finserv Limited4.73%
  • Bharti Airtel Limited3.90%
  • Tata Consultancy Services Limited3.29%

Sector Overlap Breakdown

Banks
23.5% (6)
IT - Software
5.9% (2)
Petroleum Products
5.6% (1)
Construction
4.3% (1)
Retailing
2.4% (2)
Power
2.2% (1)
Cement & Cement Products
1.8% (1)
Automobiles
1.7% (1)
Oil
1.5% (1)
Telecom - Services
1.3% (1)
Pharmaceuticals & Biotechnology
1.1% (1)

More comparisons for Mahindra Manulife Focused

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.