Mirae Asset Aggressive Hybrid Fund vs Mirae Asset Balanced Advantage Fund

Mirae vs Mirae· Portfolio Overlap Analysis

56.1%High Overlap
73 common stocksRank #6481 / 20,000

Investor takeaway: At 56.1% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (73)

StockWt% in Mirae Asset Aggressive HybridWt% in Mirae Asset Balanced AdvantageOverlap
HDFC Bank Ltd.
Banks
6.92%5.82%5.82%
State Bank of India
Banks
4.89%3.28%3.28%
ICICI Bank Ltd.
Banks
4.26%3.03%3.03%
Bharti Airtel Ltd.
Telecom - Services
2.99%3.00%2.99%
Reliance Industries Ltd.
Petroleum Products
2.96%2.23%2.23%
Larsen & Toubro Ltd.
Construction
2.71%1.89%1.89%
Infosys Ltd.
IT - Software
1.84%1.78%1.78%
Axis Bank Ltd.
Banks
2.84%1.69%1.69%
Mahindra & Mahindra Ltd.
Automobiles
1.61%1.93%1.61%
NTPC Ltd.
Power
2.12%1.21%1.21%
Shriram Finance Ltd.
Finance
1.66%1.21%1.21%
Tata Consultancy Services Ltd.
IT - Software
1.44%1.20%1.20%
Ambuja Cements Ltd.
Cement & Cement Products
1.32%1.02%1.02%
Tata Steel Ltd.
Ferrous Metals
0.97%1.17%0.97%
ITC Ltd.
Diversified FMCG
1.10%0.94%0.94%
IndusInd Bank Ltd.
Banks
0.90%1.02%0.90%
Vedanta Ltd.
Diversified Metals
0.88%0.93%0.88%
SBI Life Insurance Co. Ltd.
Insurance
0.87%1.03%0.87%
TVS Motor Company Ltd.
Automobiles
1.25%0.80%0.80%
Eternal Ltd.
Retailing
1.28%0.74%0.74%
Glenmark Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
1.40%0.67%0.67%
Interglobe Aviation Ltd.
Transport Services
0.82%0.66%0.66%
LG Electronics India Ltd.
Consumer Durables
0.78%0.66%0.66%
Multi Commodity Exchange of India Ltd.
Capital Markets
1.10%0.65%0.65%
Adani Ports and Special Economic Zone Ltd.
Transport Infrastructure
0.65%0.72%0.65%
Varun Beverages Ltd.
Beverages
0.88%0.64%0.64%
Laurus Labs Ltd.
Pharmaceuticals & Biotechnology
1.12%0.63%0.63%
Bajaj Finance Ltd.
Finance
0.88%0.62%0.62%
Maruti Suzuki India Ltd.
Automobiles
0.62%0.77%0.62%
Avenue Supermarts Ltd.
Retailing
0.72%0.60%0.60%
TD Power Systems Ltd.
Electrical Equipment
0.58%0.60%0.58%
Schaeffler India Ltd.
Auto Components
0.63%0.57%0.57%
Bharat Electronics Ltd.
Aerospace & Defense
0.94%0.56%0.56%
Tata Motors Passenger Vehicles Ltd.
Automobiles
0.55%0.90%0.55%
Hindalco Industries Ltd.
Non - Ferrous Metals
0.55%0.90%0.55%
Aurobindo Pharma Ltd.
Pharmaceuticals & Biotechnology
0.56%0.52%0.52%
Oil & Natural Gas Corporation Ltd.
Oil
0.51%0.65%0.51%
Craftsman Automation Ltd.
Auto Components
0.49%0.50%0.49%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.54%0.47%0.47%
Power Finance Corporation Ltd.
Finance
0.54%0.45%0.45%
JSW Energy Ltd.
Power
0.94%0.42%0.42%
Bharat Petroleum Corporation Ltd.
Petroleum Products
0.53%0.42%0.42%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
0.42%0.84%0.42%
Godrej Consumer Products Ltd.
Personal Products
0.60%0.41%0.41%
Indus Towers Ltd.
Telecom - Services
0.56%0.40%0.40%
Sagility Ltd.
IT - Services
0.47%0.39%0.39%
Onesource Specialty Pharma Ltd.
Pharmaceuticals & Biotechnology
0.44%0.39%0.39%
Kotak Mahindra Bank Ltd.
Banks
0.39%0.93%0.39%
HDFC Asset Management Co. Ltd.
Capital Markets
0.38%0.41%0.38%
Krishna Institute of Medical Sciences Ltd.
Healthcare Services
0.51%0.36%0.36%
Vishal Mega Mart Ltd.
Retailing
0.46%0.34%0.34%
ABB India Ltd.
Electrical Equipment
0.47%0.33%0.33%
Zensar Technologies Ltd.
IT - Software
0.39%0.33%0.33%
Atul Ltd.
Chemicals & Petrochemicals
0.49%0.32%0.32%
Brigade Enterprises Ltd.
Realty
0.47%0.32%0.32%
Ultratech Cement Ltd.
Cement & Cement Products
0.51%0.31%0.31%
Bharat Heavy Electricals Ltd.
Electrical Equipment
0.35%0.30%0.30%
Sona Blw Precision Forgings Ltd.
Auto Components
0.56%0.29%0.29%
GO Digit General Insurance Ltd.
Insurance
0.54%0.29%0.29%
Mphasis Ltd.
IT - Software
0.68%0.27%0.27%
Century Plyboards (India) Ltd.
Consumer Durables
0.27%0.50%0.27%
Biocon Ltd.
Pharmaceuticals & Biotechnology
0.51%0.25%0.25%
Crompton Greaves Consumer Electricals Ltd.
Consumer Durables
0.29%0.23%0.23%
Titan Company Ltd.
Consumer Durables
0.23%0.58%0.23%
Swiggy Ltd.
Retailing
0.29%0.22%0.22%
Deepak Nitrite Ltd.
Chemicals & Petrochemicals
0.36%0.21%0.21%
Hindustan Unilever Ltd.
Diversified FMCG
0.33%0.19%0.19%
International Gemmological Inst.(I) Ltd.
Commercial Services & Supplies
0.16%0.33%0.16%
Gujarat State Petronet Ltd.
Gas
0.79%0.13%0.13%
Greenply Industries Ltd.
Consumer Durables
0.62%0.13%0.13%
Campus Activewear Ltd.
Consumer Durables
0.13%0.24%0.13%
Gateway Distriparks Ltd.
Transport Services
0.25%0.09%0.09%
Prince Pipes and Fittings Ltd.
Industrial Products
0.31%0.08%0.08%

Unique to Mirae Asset Aggressive Hybrid

All top holdings are shared with the other fund.

Unique to Mirae Asset Balanced Advantage

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
15.1% (6)
IT - Software
3.6% (4)
Automobiles
3.6% (4)
Telecom - Services
3.4% (2)
Pharmaceuticals & Biotechnology
3.4% (7)
Petroleum Products
2.6% (2)
Finance
2.3% (3)
Retailing
1.9% (4)
Construction
1.9% (1)
Consumer Durables
1.6% (6)
Power
1.6% (2)
Auto Components
1.4% (3)
Cement & Cement Products
1.3% (2)
Electrical Equipment
1.2% (3)
Insurance
1.2% (2)
Diversified FMCG
1.1% (2)
Capital Markets
1.0% (2)
Ferrous Metals
1.0% (1)
Diversified Metals
0.9% (1)
Transport Services
0.8% (2)
Transport Infrastructure
0.7% (1)
Beverages
0.6% (1)
Aerospace & Defense
0.6% (1)
Non - Ferrous Metals
0.6% (1)
Chemicals & Petrochemicals
0.5% (2)
Oil
0.5% (1)
Personal Products
0.4% (1)
IT - Services
0.4% (1)
Healthcare Services
0.4% (1)
Realty
0.3% (1)
Commercial Services & Supplies
0.2% (1)
Gas
0.1% (1)
Industrial Products
0.1% (1)

More comparisons for Mirae Asset Aggressive Hybrid

More comparisons for Mirae Asset Balanced Advantage

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