Mahindra Manulife Large Cap Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Mahindra vs Nippon· Portfolio Overlap Analysis
48.6%High Overlap
20 common stocksRank #11533 / 20,000
Investor takeaway: At 48.6% 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 (20)
| Stock | Wt% in Mahindra Manulife Large Cap | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 9.06% | 7.59% | 7.59% |
HDFC Bank Limited Banks | 8.55% | 7.08% | 7.08% |
Reliance Industries Limited Petroleum Products | 7.77% | 4.56% | 4.56% |
State Bank of India Banks | 3.83% | 3.99% | 3.83% |
Larsen & Toubro Limited Construction | 4.33% | 3.62% | 3.62% |
Axis Bank Limited Banks | 4.28% | 3.20% | 3.20% |
Infosys Limited IT - Software | 4.41% | 2.86% | 2.86% |
Bharti Airtel Limited Telecom - Services | 3.90% | 2.69% | 2.69% |
Mahindra & Mahindra Limited Automobiles | 2.62% | 2.54% | 2.54% |
NTPC Limited Power | 2.17% | 2.93% | 2.17% |
Tech Mahindra Limited IT - Software | 1.55% | 1.84% | 1.55% |
Titan Company Limited Consumer Durables | 1.89% | 1.38% | 1.38% |
Nestle India Limited Food Products | 1.02% | 1.11% | 1.02% |
TVS Motor Company Limited Automobiles | 1.39% | 0.86% | 0.86% |
Shriram Finance Limited Finance | 1.80% | 0.78% | 0.78% |
Britannia Industries Limited Food Products | 1.42% | 0.77% | 0.77% |
SRF Limited Chemicals & Petrochemicals | 0.87% | 0.61% | 0.61% |
Info Edge India Ltd Retailing | 0.78% | 0.52% | 0.52% |
Swiggy Limited Retailing | 0.74% | 0.50% | 0.50% |
Cummins India Limited Industrial Products | 0.47% | 1.56% | 0.47% |
Unique to Mahindra Manulife Large Cap
- Bajaj Finserv Limited4.73%
- Tata Consultancy Services Limited3.29%
Unique to NIPPON INDIA RETIREMENT FUND -
- Bajaj Finance Limited2.86%
Sector Overlap Breakdown
Banks21.7% (4)
Petroleum Products4.6% (1)
IT - Software4.4% (2)
Construction3.6% (1)
Automobiles3.4% (2)
Telecom - Services2.7% (1)
Power2.2% (1)
Food Products1.8% (2)
Consumer Durables1.4% (1)
Retailing1.0% (2)
Finance0.8% (1)
Chemicals & Petrochemicals0.6% (1)
Industrial Products0.5% (1)
More comparisons for Mahindra Manulife Large Cap
- vs Mahindra Manulife Flexi Cap64.6% · 31 stocks
- vs HDFC NIFTY 50 ETF64.1% · 23 stocks
- vs HDFC Nifty 50 Index64.1% · 23 stocks
- vs ICICI Prudential Nifty 50 ETF64.1% · 23 stocks
- vs Mirae Asset Nifty 50 ETF64.1% · 23 stocks
More comparisons for NIPPON INDIA RETIREMENT FUND -
- vs CANARA ROBECO LARGE CAP62.5% · 35 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA59.5% · 36 stocks
- vs CANARA ROBECO FLEXICAP58.5% · 36 stocks
- vs Kotak Large Cap57.6% · 25 stocks
- vs Nippon India Flexi Cap57.1% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.