Mahindra Manulife Large Cap Fund vs Mirae Asset Large Cap Fund

Mahindra vs Mirae· Portfolio Overlap Analysis

60.4%High Overlap
27 common stocksRank #5068 / 20,000

Investor takeaway: These funds overlap 60.4%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (27)

StockWt% in Mahindra Manulife Large CapWt% in Mirae Asset Large CapOverlap
HDFC Bank Limited
Banks
8.55%9.54%8.55%
ICICI Bank Limited
Banks
9.06%8.49%8.49%
Reliance Industries Limited
Petroleum Products
7.77%4.99%4.99%
Infosys Limited
IT - Software
4.41%4.28%4.28%
Larsen & Toubro Limited
Construction
4.33%3.99%3.99%
Bharti Airtel Limited
Telecom - Services
3.90%4.55%3.90%
State Bank of India
Banks
3.83%3.66%3.66%
Axis Bank Limited
Banks
4.28%3.62%3.62%
Tata Consultancy Services Limited
IT - Software
3.29%2.94%2.94%
Mahindra & Mahindra Limited
Automobiles
2.62%2.05%2.05%
Kotak Mahindra Bank Ltd
Banks
1.77%1.75%1.75%
NTPC Limited
Power
2.17%1.45%1.45%
Britannia Industries Limited
Food Products
1.42%1.16%1.16%
Siemens Limited
Electrical Equipment
1.21%1.16%1.16%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.08%1.37%1.08%
Titan Company Limited
Consumer Durables
1.89%0.99%0.99%
Hindustan Unilever Limited
Diversified FMCG
3.00%0.92%0.92%
Trent Limited
Retailing
0.90%0.86%0.86%
IndusInd Bank Limited
Banks
1.44%0.81%0.81%
Shriram Finance Limited
Finance
1.80%0.77%0.77%
Pidilite Industries Limited
Chemicals & Petrochemicals
1.41%0.60%0.60%
Swiggy Limited
Retailing
0.74%0.59%0.59%
Oil & Natural Gas Corporation Limited
Oil
1.46%0.57%0.57%
Avenue Supermarts Limited
Retailing
1.46%0.50%0.50%
LG Electronics India Ltd
Consumer Durables
0.65%0.37%0.37%
DLF Limited
Realty
0.79%0.30%0.30%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
0.87%0.01%0.01%

Unique to Mahindra Manulife Large Cap

  • Bajaj Finserv Limited4.73%

Unique to Mirae Asset Large Cap

  • ITC Ltd.3.12%

Sector Overlap Breakdown

Banks
26.9% (6)
IT - Software
7.2% (2)
Petroleum Products
5.0% (1)
Construction
4.0% (1)
Telecom - Services
3.9% (1)
Automobiles
2.0% (1)
Retailing
1.9% (3)
Power
1.4% (1)
Consumer Durables
1.4% (2)
Food Products
1.2% (1)
Electrical Equipment
1.2% (1)
Pharmaceuticals & Biotechnology
1.1% (2)
Diversified FMCG
0.9% (1)
Finance
0.8% (1)
Chemicals & Petrochemicals
0.6% (1)
Oil
0.6% (1)
Realty
0.3% (1)

More comparisons for Mahindra Manulife Large Cap

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