Mahindra Manulife Large Cap Fund vs TATA LARGE CAP FUND
Mahindra vs Tata· Portfolio Overlap Analysis
60.2%High Overlap
22 common stocksRank #5078 / 20,000
Investor takeaway: These funds overlap 60.2%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (22)
| Stock | Wt% in Mahindra Manulife Large Cap | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 9.06% | 9.12% | 9.06% |
HDFC Bank Limited Banks | 8.55% | 8.20% | 8.20% |
Reliance Industries Limited Petroleum Products | 7.77% | 5.26% | 5.26% |
Axis Bank Limited Banks | 4.28% | 4.08% | 4.08% |
Larsen & Toubro Limited Construction | 4.33% | 3.58% | 3.58% |
Infosys Limited IT - Software | 4.41% | 3.54% | 3.54% |
State Bank of India Banks | 3.83% | 3.54% | 3.54% |
Tata Consultancy Services Limited IT - Software | 3.29% | 2.86% | 2.86% |
Hindustan Unilever Limited Diversified FMCG | 3.00% | 2.64% | 2.64% |
Mahindra & Mahindra Limited Automobiles | 2.62% | 2.89% | 2.62% |
Bharti Airtel Limited Telecom - Services | 3.90% | 2.19% | 2.19% |
NTPC Limited Power | 2.17% | 1.79% | 1.79% |
Kotak Mahindra Bank Ltd Banks | 1.77% | 3.72% | 1.77% |
Tech Mahindra Limited IT - Software | 1.55% | 1.85% | 1.55% |
IndusInd Bank Limited Banks | 1.44% | 1.72% | 1.44% |
Indus Towers Limited Telecom - Services | 1.29% | 1.23% | 1.23% |
Britannia Industries Limited Food Products | 1.42% | 1.07% | 1.07% |
Nestle India Limited Food Products | 1.02% | 1.43% | 1.02% |
Hyundai Motor India Ltd Automobiles | 0.88% | 1.32% | 0.88% |
Siemens Limited Electrical Equipment | 1.21% | 0.71% | 0.71% |
LG Electronics India Ltd Consumer Durables | 0.65% | 0.86% | 0.65% |
Power Grid Corporation of India Limited Power | 0.49% | 1.43% | 0.49% |
Unique to Mahindra Manulife Large Cap
- Bajaj Finserv Limited4.73%
Unique to TATA LARGE CAP
- BAJAJ FINANCE LTD.3.04%
Sector Overlap Breakdown
Banks28.1% (6)
IT - Software8.0% (3)
Petroleum Products5.3% (1)
Construction3.6% (1)
Automobiles3.5% (2)
Telecom - Services3.4% (2)
Diversified FMCG2.6% (1)
Power2.3% (2)
Food Products2.1% (2)
Electrical Equipment0.7% (1)
Consumer Durables0.7% (1)
More comparisons for Mahindra Manulife Large Cap
- vs Mahindra Manulife Flexi Cap64.6% · 31 stocks
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- vs HDFC Nifty 50 Index64.1% · 23 stocks
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More comparisons for TATA LARGE CAP
- vs ADITYA BIRLA SUN LIFE BSE SENS61.5% · 19 stocks
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- vs Kotak BSE Sensex ETF61.5% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.