Mahindra Manulife Large Cap Fund vs PGIM INDIA LARGE CAP FUND
Mahindra vs PGIM· Portfolio Overlap Analysis
55.2%High Overlap
22 common stocksRank #6819 / 20,000
Investor takeaway: At 55.2% 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)
| Stock | Wt% in Mahindra Manulife Large Cap | Wt% in PGIM INDIA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.55% | 8.93% | 8.55% |
ICICI Bank Limited Banks | 9.06% | 7.94% | 7.94% |
Reliance Industries Limited Petroleum Products | 7.77% | 6.64% | 6.64% |
Larsen & Toubro Limited Construction | 4.33% | 4.44% | 4.33% |
Bharti Airtel Limited Telecom - Services | 3.90% | 4.72% | 3.90% |
State Bank of India Banks | 3.83% | 2.91% | 2.91% |
Tata Consultancy Services Limited IT - Software | 3.29% | 2.56% | 2.56% |
NTPC Limited Power | 2.17% | 2.13% | 2.13% |
Titan Company Limited Consumer Durables | 1.89% | 2.30% | 1.89% |
Kotak Mahindra Bank Ltd Banks | 1.77% | 2.94% | 1.77% |
Infosys Limited IT - Software | 4.41% | 1.68% | 1.68% |
Mahindra & Mahindra Limited Automobiles | 2.62% | 1.67% | 1.67% |
TVS Motor Company Limited Automobiles | 1.39% | 2.13% | 1.39% |
Britannia Industries Limited Food Products | 1.42% | 1.28% | 1.28% |
Tech Mahindra Limited IT - Software | 1.55% | 1.21% | 1.21% |
Tata Capital Limited Finance | 1.05% | 1.20% | 1.05% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.08% | 0.91% | 0.91% |
ICICI Lombard General Insurance Company Limited Insurance | 0.87% | 1.03% | 0.87% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 0.87% | 1.85% | 0.87% |
LG Electronics India Ltd Consumer Durables | 0.65% | 0.85% | 0.65% |
Shriram Finance Limited Finance | 1.80% | 0.56% | 0.56% |
Cummins India Limited Industrial Products | 0.47% | 1.24% | 0.47% |
Unique to Mahindra Manulife Large Cap
- Bajaj Finserv Limited4.73%
- Axis Bank Limited4.28%
Unique to PGIM INDIA LARGE CAP
- Bajaj Finance Ltd.2.94%
Sector Overlap Breakdown
Banks21.2% (4)
Petroleum Products6.6% (1)
IT - Software5.5% (3)
Construction4.3% (1)
Telecom - Services3.9% (1)
Automobiles3.1% (2)
Consumer Durables2.5% (2)
Power2.1% (1)
Pharmaceuticals & Biotechnology1.8% (2)
Finance1.6% (2)
Food Products1.3% (1)
Insurance0.9% (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 PGIM INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.