Mahindra Manulife Large Cap Fund vs NIPPON INDIA LARGE CAP FUND

Mahindra vs Nippon· Portfolio Overlap Analysis

56.8%High Overlap
25 common stocksRank #6121 / 20,000

Investor takeaway: At 56.8% 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 (25)

StockWt% in Mahindra Manulife Large CapWt% in NIPPON INDIA LARGE CAPOverlap
HDFC Bank Limited
Banks
8.55%8.82%8.55%
ICICI Bank Limited
Banks
9.06%7.02%7.02%
Reliance Industries Limited
Petroleum Products
7.77%5.30%5.30%
Larsen & Toubro Limited
Construction
4.33%4.24%4.24%
Axis Bank Limited
Banks
4.28%4.20%4.20%
State Bank of India
Banks
3.83%3.99%3.83%
Infosys Limited
IT - Software
4.41%2.94%2.94%
Mahindra & Mahindra Limited
Automobiles
2.62%2.44%2.44%
Tata Consultancy Services Limited
IT - Software
3.29%2.41%2.41%
Hindustan Unilever Limited
Diversified FMCG
3.00%2.29%2.29%
NTPC Limited
Power
2.17%2.48%2.17%
Kotak Mahindra Bank Ltd
Banks
1.77%2.02%1.77%
Avenue Supermarts Limited
Retailing
1.46%1.90%1.46%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
1.45%0.99%0.99%
Trent Limited
Retailing
0.90%0.90%0.90%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
0.87%1.07%0.87%
ICICI Lombard General Insurance Company Limited
Insurance
0.87%0.74%0.74%
Swiggy Limited
Retailing
0.74%0.74%0.74%
Siemens Limited
Electrical Equipment
1.21%0.72%0.72%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.08%0.71%0.71%
Hyundai Motor India Ltd
Automobiles
0.88%0.71%0.71%
Tech Mahindra Limited
IT - Software
1.55%0.66%0.66%
Havells India Limited
Consumer Durables
1.56%0.48%0.48%
Grasim Industries Limited
Cement & Cement Products
1.75%0.33%0.33%
DLF Limited
Realty
0.79%0.31%0.31%

Unique to Mahindra Manulife Large Cap

  • Bajaj Finserv Limited4.73%
  • Bharti Airtel Limited3.90%

Unique to NIPPON INDIA LARGE CAP

  • GE Vernova T&D India Limited2.82%
  • Bajaj Finance Limited2.80%
  • ITC Limited2.61%

Sector Overlap Breakdown

Banks
25.4% (5)
IT - Software
6.0% (3)
Petroleum Products
5.3% (1)
Construction
4.2% (1)
Automobiles
3.1% (2)
Retailing
3.1% (3)
Diversified FMCG
2.3% (1)
Power
2.2% (1)
Pharmaceuticals & Biotechnology
1.6% (2)
Agricultural, Commercial & Construction Vehicles
1.0% (1)
Insurance
0.7% (1)
Electrical Equipment
0.7% (1)
Consumer Durables
0.5% (1)
Cement & Cement Products
0.3% (1)
Realty
0.3% (1)

More comparisons for Mahindra Manulife Large Cap

More comparisons for NIPPON INDIA LARGE CAP

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