Mahindra Manulife Large Cap Fund vs Motilal Oswal Large Cap Fund

Mahindra vs Motilal· Portfolio Overlap Analysis

55.0%High Overlap
22 common stocksRank #6922 / 20,000

Investor takeaway: At 55.0% 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 (22)

StockWt% in Mahindra Manulife Large CapWt% in Motilal Oswal Large CapOverlap
HDFC Bank Limited
Banks
8.55%8.90%8.55%
ICICI Bank Limited
Banks
9.06%6.59%6.59%
Reliance Industries Limited
Petroleum Products
7.77%6.23%6.23%
Bharti Airtel Limited
Telecom - Services
3.90%4.30%3.90%
Larsen & Toubro Limited
Construction
4.33%3.43%3.43%
State Bank of India
Banks
3.83%3.42%3.42%
Infosys Limited
IT - Software
4.41%3.32%3.32%
Axis Bank Limited
Banks
4.28%2.28%2.28%
Tata Consultancy Services Limited
IT - Software
3.29%2.28%2.28%
Mahindra & Mahindra Limited
Automobiles
2.62%2.04%2.04%
Kotak Mahindra Bank Ltd
Banks
1.77%1.92%1.77%
NTPC Limited
Power
2.17%1.54%1.54%
Oil & Natural Gas Corporation Limited
Oil
1.46%1.29%1.29%
Indus Towers Limited
Telecom - Services
1.29%1.54%1.29%
Grasim Industries Limited
Cement & Cement Products
1.75%1.21%1.21%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.08%1.18%1.08%
Tata Capital Limited
Finance
1.05%1.58%1.05%
Titan Company Limited
Consumer Durables
1.89%0.93%0.93%
Tech Mahindra Limited
IT - Software
1.55%0.93%0.93%
DLF Limited
Realty
0.79%1.21%0.79%
Trent Limited
Retailing
0.90%0.55%0.55%
Power Grid Corporation of India Limited
Power
0.49%1.57%0.49%

Unique to Mahindra Manulife Large Cap

  • Bajaj Finserv Limited4.73%

Unique to Motilal Oswal Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
22.6% (5)
IT - Software
6.5% (3)
Petroleum Products
6.2% (1)
Telecom - Services
5.2% (2)
Construction
3.4% (1)
Automobiles
2.0% (1)
Power
2.0% (2)
Oil
1.3% (1)
Cement & Cement Products
1.2% (1)
Pharmaceuticals & Biotechnology
1.1% (1)
Finance
1.1% (1)
Consumer Durables
0.9% (1)
Realty
0.8% (1)
Retailing
0.6% (1)

More comparisons for Mahindra Manulife Large Cap

More comparisons for Motilal Oswal Large Cap

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