Mahindra Manulife Focused Fund vs SBI BSE Sensex ETF
Mahindra vs SBI· Portfolio Overlap Analysis
53.8%High Overlap
16 common stocksRank #7365 / 20,000
Investor takeaway: At 53.8% 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 (16)
| Stock | Wt% in Mahindra Manulife Focused | Wt% in SBI BSE Sensex ETF | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.56% | 10.26% | 8.56% |
Reliance Industries Limited Petroleum Products | 5.58% | 9.82% | 5.58% |
State Bank of India Banks | 5.10% | 5.20% | 5.10% |
Larsen & Toubro Limited Construction | 5.09% | 5.21% | 5.09% |
HDFC Bank Limited Banks | 4.92% | 14.07% | 4.92% |
Infosys Limited IT - Software | 4.38% | 4.84% | 4.38% |
Kotak Mahindra Bank Ltd Banks | 3.32% | 3.18% | 3.18% |
Axis Bank Limited Banks | 2.97% | 4.11% | 2.97% |
ITC Limited Diversified FMCG | 2.86% | 3.15% | 2.86% |
Bajaj Finance Ltd Finance | 3.00% | 2.71% | 2.71% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 2.43% | 1.91% | 1.91% |
NTPC Limited Power | 3.47% | 1.89% | 1.89% |
Mahindra & Mahindra Limited Automobiles | 1.69% | 3.17% | 1.69% |
Adani Ports and Special Economic Zone Limited Transport Infrastructure | 2.38% | 1.16% | 1.16% |
Tech Mahindra Limited IT - Software | 3.06% | 0.90% | 0.90% |
Trent Limited Retailing | 1.50% | 0.90% | 0.90% |
Unique to Mahindra Manulife Focused
- Indus Towers Limited4.07%
- Grasim Industries Limited3.82%
- Bajaj Auto Limited3.43%
Unique to SBI BSE Sensex ETF
- Bharti Airtel Ltd.5.47%
Sector Overlap Breakdown
Banks24.7% (5)
Petroleum Products5.6% (1)
IT - Software5.3% (2)
Construction5.1% (1)
Diversified FMCG2.9% (1)
Finance2.7% (1)
Pharmaceuticals & Biotechnology1.9% (1)
Power1.9% (1)
Automobiles1.7% (1)
Transport Infrastructure1.2% (1)
Retailing0.9% (1)
More comparisons for Mahindra Manulife Focused
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More comparisons for SBI BSE Sensex ETF
- vs HDFC BSE SENSEX ETF100.0% · 30 stocks
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- vs ICICI Prudential BSE Sensex ET100.0% · 30 stocks
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.