Mahindra Manulife Focused Fund vs Parag Parikh Large Cap Fund

Mahindra vs PPFAS· Portfolio Overlap Analysis

48.5%High Overlap
24 common stocksRank #11738 / 20,000

Investor takeaway: At 48.5% 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 (24)

StockWt% in Mahindra Manulife FocusedWt% in Parag Parikh Large CapOverlap
ICICI Bank Limited
Banks
8.56%7.17%7.17%
Reliance Industries Limited
Petroleum Products
5.58%6.82%5.58%
HDFC Bank Limited
Banks
4.92%9.77%4.92%
Larsen & Toubro Limited
Construction
5.09%3.64%3.64%
State Bank of India
Banks
5.10%3.61%3.61%
Infosys Limited
IT - Software
4.38%3.30%3.30%
Axis Bank Limited
Banks
2.97%2.91%2.91%
Kotak Mahindra Bank Ltd
Banks
3.32%2.25%2.25%
ITC Limited
Diversified FMCG
2.86%2.19%2.19%
Bajaj Finance Ltd
Finance
3.00%1.92%1.92%
Mahindra & Mahindra Limited
Automobiles
1.69%2.20%1.69%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
2.43%1.33%1.33%
NTPC Limited
Power
3.47%1.31%1.31%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
2.38%0.81%0.81%
Bajaj Auto Limited
Automobiles
3.43%0.80%0.80%
Oil & Natural Gas Corporation Limited
Oil
3.24%0.79%0.79%
Grasim Industries Limited
Cement & Cement Products
3.82%0.78%0.78%
Coal India Limited
Consumable Fuels
2.33%0.71%0.71%
Trent Limited
Retailing
1.50%0.63%0.63%
Tech Mahindra Limited
IT - Software
3.06%0.62%0.62%
Power Finance Corporation Limited
Finance
2.39%0.44%0.44%
Avenue Supermarts Limited
Retailing
2.92%0.41%0.41%
Jindal Steel Limited
Ferrous Metals
2.22%0.34%0.34%
GAIL (India) Limited
Gas
2.16%0.33%0.33%

Unique to Mahindra Manulife Focused

  • Indus Towers Limited4.07%

Unique to Parag Parikh Large Cap

  • Bharti Airtel Limited3.79%

Sector Overlap Breakdown

Banks
20.9% (5)
Petroleum Products
5.6% (1)
IT - Software
3.9% (2)
Construction
3.6% (1)
Automobiles
2.5% (2)
Finance
2.4% (2)
Diversified FMCG
2.2% (1)
Pharmaceuticals & Biotechnology
1.3% (1)
Power
1.3% (1)
Retailing
1.0% (2)
Transport Infrastructure
0.8% (1)
Oil
0.8% (1)
Cement & Cement Products
0.8% (1)
Consumable Fuels
0.7% (1)
Ferrous Metals
0.3% (1)
Gas
0.3% (1)

More comparisons for Mahindra Manulife Focused

More comparisons for Parag Parikh Large Cap

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