Mahindra Manulife Large Cap Fund vs Parag Parikh Large Cap Fund

Mahindra vs PPFAS· Portfolio Overlap Analysis

60.9%High Overlap
34 common stocksRank #4952 / 5,000

Investor takeaway: These funds overlap 60.9%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (34)

StockWt% in Mahindra Manulife Large CapWt% in Parag Parikh Large CapOverlap
HDFC Bank Limited
Banks
8.55%9.77%8.55%
ICICI Bank Limited
Banks
9.06%7.17%7.17%
Reliance Industries Limited
Petroleum Products
7.77%6.82%6.82%
Bharti Airtel Limited
Telecom - Services
3.90%3.79%3.79%
Larsen & Toubro Limited
Construction
4.33%3.64%3.64%
State Bank of India
Banks
3.83%3.61%3.61%
Infosys Limited
IT - Software
4.41%3.30%3.30%
Axis Bank Limited
Banks
4.28%2.91%2.91%
Mahindra & Mahindra Limited
Automobiles
2.62%2.20%2.20%
Tata Consultancy Services Limited
IT - Software
3.29%1.95%1.95%
Kotak Mahindra Bank Ltd
Banks
1.77%2.25%1.77%
Hindustan Unilever Limited
Diversified FMCG
3.00%1.50%1.50%
NTPC Limited
Power
2.17%1.31%1.31%
Titan Company Limited
Consumer Durables
1.89%1.29%1.29%
Shriram Finance Limited
Finance
1.80%1.10%1.10%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.08%1.33%1.08%
Bajaj Finserv Limited
Finance
4.73%0.83%0.83%
Oil & Natural Gas Corporation Limited
Oil
1.46%0.79%0.79%
Grasim Industries Limited
Cement & Cement Products
1.75%0.78%0.78%
Nestle India Limited
Food Products
1.02%0.67%0.67%
TVS Motor Company Limited
Automobiles
1.39%0.66%0.66%
Trent Limited
Retailing
0.90%0.63%0.63%
Tech Mahindra Limited
IT - Software
1.55%0.62%0.62%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
0.87%0.59%0.59%
Britannia Industries Limited
Food Products
1.42%0.51%0.51%
Power Grid Corporation of India Limited
Power
0.49%0.98%0.49%
Avenue Supermarts Limited
Retailing
1.46%0.41%0.41%
Pidilite Industries Limited
Chemicals & Petrochemicals
1.41%0.34%0.34%
ICICI Lombard General Insurance Company Limited
Insurance
0.87%0.33%0.33%
Info Edge India Ltd
Retailing
0.78%0.29%0.29%
DLF Limited
Realty
0.79%0.28%0.28%
Havells India Limited
Consumer Durables
1.56%0.26%0.26%
Hyundai Motor India Ltd
Automobiles
0.88%0.23%0.23%
Siemens Limited
Electrical Equipment
1.21%0.22%0.22%

Unique to Mahindra Manulife Large Cap

All top holdings are shared with the other fund.

Unique to Parag Parikh Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
24.0% (5)
Petroleum Products
6.8% (1)
IT - Software
5.9% (3)
Telecom - Services
3.8% (1)
Construction
3.6% (1)
Automobiles
3.1% (3)
Finance
1.9% (2)
Power
1.8% (2)
Pharmaceuticals & Biotechnology
1.7% (2)
Consumer Durables
1.6% (2)
Diversified FMCG
1.5% (1)
Retailing
1.3% (3)
Food Products
1.2% (2)
Oil
0.8% (1)
Cement & Cement Products
0.8% (1)
Chemicals & Petrochemicals
0.3% (1)
Insurance
0.3% (1)
Realty
0.3% (1)
Electrical Equipment
0.2% (1)

More comparisons for Mahindra Manulife Large Cap

More comparisons for Parag Parikh Large Cap

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