Mahindra Manulife Large Cap Fund vs SBI Large Cap Fund
Mahindra vs SBI· Portfolio Overlap Analysis
51.3%High Overlap
18 common stocksRank #8911 / 20,000
Investor takeaway: At 51.3% 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 (18)
| Stock | Wt% in Mahindra Manulife Large Cap | Wt% in SBI Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 9.06% | 8.20% | 8.20% |
HDFC Bank Limited Banks | 8.55% | 6.54% | 6.54% |
Reliance Industries Limited Petroleum Products | 7.77% | 6.18% | 6.18% |
Larsen & Toubro Limited Construction | 4.33% | 5.73% | 4.33% |
State Bank of India Banks | 3.83% | 4.16% | 3.83% |
Axis Bank Limited Banks | 4.28% | 3.44% | 3.44% |
Infosys Limited IT - Software | 4.41% | 3.16% | 3.16% |
Bharti Airtel Limited Telecom - Services | 3.90% | 2.48% | 2.48% |
Hindustan Unilever Limited Diversified FMCG | 3.00% | 1.94% | 1.94% |
Kotak Mahindra Bank Ltd Banks | 1.77% | 3.46% | 1.77% |
Tech Mahindra Limited IT - Software | 1.55% | 1.60% | 1.55% |
Avenue Supermarts Limited Retailing | 1.46% | 2.15% | 1.46% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.45% | 3.48% | 1.45% |
ICICI Prudential Life Insurance Company Limited Insurance | 1.48% | 1.20% | 1.20% |
Britannia Industries Limited Food Products | 1.42% | 1.03% | 1.03% |
Oil & Natural Gas Corporation Limited Oil | 1.46% | 1.01% | 1.01% |
ICICI Lombard General Insurance Company Limited Insurance | 0.87% | 0.88% | 0.87% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 0.87% | 2.36% | 0.87% |
Unique to Mahindra Manulife Large Cap
- Bajaj Finserv Limited4.73%
- Tata Consultancy Services Limited3.29%
Unique to SBI Large Cap
- HDFC Life Insurance Company Ltd.3.75%
- Asian Paints Ltd.3.57%
Sector Overlap Breakdown
Banks23.8% (5)
Petroleum Products6.2% (1)
IT - Software4.7% (2)
Construction4.3% (1)
Telecom - Services2.5% (1)
Insurance2.1% (2)
Diversified FMCG1.9% (1)
Retailing1.5% (1)
Agricultural, Commercial & Construction Vehicles1.4% (1)
Food Products1.0% (1)
Oil1.0% (1)
Pharmaceuticals & Biotechnology0.9% (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 SBI Large Cap
- vs CANARA ROBECO LARGE CAP53.5% · 26 stocks
- vs NIPPON INDIA LARGE CAP52.5% · 25 stocks
- vs Parag Parikh Large Cap52.5% · 31 stocks
- vs HDFC NIFTY 50 ETF52.4% · 20 stocks
- vs HDFC Nifty 50 Index52.4% · 20 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.