Mahindra Manulife Large & Mid Cap Fund vs Mahindra Manulife Multi Cap Fund

Mahindra vs Mahindra· Portfolio Overlap Analysis

44.2%High Overlap
32 common stocksRank #17308 / 20,000

Investor takeaway: At 44.2% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (32)

StockWt% in Mahindra Manulife Large & Mid Wt% in Mahindra Manulife Multi CapOverlap
ICICI Bank Limited
Banks
3.83%3.80%3.80%
Indus Towers Limited
Telecom - Services
4.63%3.26%3.26%
Glenmark Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
2.97%3.42%2.97%
UltraTech Cement Limited
Cement & Cement Products
3.31%2.57%2.57%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
2.39%2.96%2.39%
Reliance Industries Limited
Petroleum Products
2.63%1.86%1.86%
Bajaj Auto Limited
Automobiles
1.65%1.83%1.65%
Bajaj Finserv Limited
Finance
2.45%1.58%1.58%
Laurus Labs Limited
Pharmaceuticals & Biotechnology
1.58%1.92%1.58%
Axis Bank Limited
Banks
2.23%1.57%1.57%
State Bank of India
Banks
3.38%1.46%1.46%
Mahindra & Mahindra Limited
Automobiles
1.56%1.38%1.38%
Shriram Finance Limited
Finance
1.31%1.40%1.31%
MphasiS Limited
IT - Software
1.41%1.30%1.30%
Larsen & Toubro Limited
Construction
1.25%3.01%1.25%
Maruti Suzuki India Limited
Automobiles
1.20%1.76%1.20%
Polycab India Limited
Industrial Products
1.18%2.69%1.18%
Neuland Laboratories Limited
Pharmaceuticals & Biotechnology
1.16%1.52%1.16%
IIFL Finance Limited
Finance
1.05%1.22%1.05%
Dalmia Bharat Limited
Cement & Cement Products
1.02%1.06%1.02%
IndusInd Bank Limited
Banks
2.73%1.01%1.01%
PTC Industries Ltd
Industrial Products
0.94%1.81%0.94%
SRF Limited
Chemicals & Petrochemicals
0.92%1.24%0.92%
Blue Star Limited
Consumer Durables
0.89%1.06%0.89%
Aarti Industries Limited
Chemicals & Petrochemicals
0.87%1.03%0.87%
IDFC First Bank Limited
Banks
1.91%0.86%0.86%
Infosys Limited
IT - Software
2.16%0.82%0.82%
CRISIL Limited
Finance
1.02%0.80%0.80%
LTIMindtree Limited
IT - Software
0.65%1.39%0.65%
Tech Mahindra Limited
IT - Software
1.94%0.44%0.44%
JSW Steel Limited
Ferrous Metals
2.43%0.40%0.40%
ICICI Prudential Asset Management Company Limited
Capital Markets
0.03%1.72%0.03%

Unique to Mahindra Manulife Large & Mid

  • HDFC Bank Limited3.18%
  • The Federal Bank Limited2.47%

Unique to Mahindra Manulife Multi Cap

  • Multi Commodity Exchange of India Limited2.24%
  • Piramal Finance Limited2.15%

Sector Overlap Breakdown

Banks
8.7% (5)
Pharmaceuticals & Biotechnology
8.1% (4)
Finance
4.7% (4)
Automobiles
4.2% (3)
Cement & Cement Products
3.6% (2)
Telecom - Services
3.3% (1)
IT - Software
3.2% (4)
Industrial Products
2.1% (2)
Petroleum Products
1.9% (1)
Chemicals & Petrochemicals
1.8% (2)
Construction
1.3% (1)
Consumer Durables
0.9% (1)
Ferrous Metals
0.4% (1)
Capital Markets
0.0% (1)

More comparisons for Mahindra Manulife Large & Mid

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