Mirae Asset Balanced Advantage Fund vs Parag Parikh Large Cap Fund
Mirae vs PPFAS· Portfolio Overlap Analysis
48.5%High Overlap
56 common stocksRank #11758 / 20,000
Investor takeaway: At 48.5% 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 (56)
| Stock | Wt% in Mirae Asset Balanced Advantage | Wt% in Parag Parikh Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 5.82% | 9.77% | 5.82% |
State Bank of India Banks | 3.28% | 3.61% | 3.28% |
ICICI Bank Ltd. Banks | 3.03% | 7.17% | 3.03% |
Bharti Airtel Ltd. Telecom - Services | 3.00% | 3.79% | 3.00% |
Reliance Industries Ltd. Petroleum Products | 2.23% | 6.82% | 2.23% |
Mahindra & Mahindra Ltd. Automobiles | 1.93% | 2.20% | 1.93% |
Larsen & Toubro Ltd. Construction | 1.89% | 3.64% | 1.89% |
Infosys Ltd. IT - Software | 1.78% | 3.30% | 1.78% |
Axis Bank Ltd. Banks | 1.69% | 2.91% | 1.69% |
NTPC Ltd. Power | 1.21% | 1.31% | 1.21% |
Tata Consultancy Services Ltd. IT - Software | 1.20% | 1.95% | 1.20% |
Tata Steel Ltd. Ferrous Metals | 1.17% | 1.27% | 1.17% |
Shriram Finance Ltd. Finance | 1.21% | 1.10% | 1.10% |
ITC Ltd. Diversified FMCG | 0.94% | 2.19% | 0.94% |
Kotak Mahindra Bank Ltd. Banks | 0.93% | 2.25% | 0.93% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.90% | 0.97% | 0.90% |
Vedanta Ltd. Diversified Metals | 0.93% | 0.88% | 0.88% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 0.84% | 1.33% | 0.84% |
Maruti Suzuki India Ltd. Automobiles | 0.77% | 1.41% | 0.77% |
Eternal Ltd. Retailing | 0.74% | 1.28% | 0.74% |
Adani Ports and Special Economic Zone Ltd. Transport Infrastructure | 0.72% | 0.81% | 0.72% |
SBI Life Insurance Co. Ltd. Insurance | 1.03% | 0.66% | 0.66% |
TVS Motor Company Ltd. Automobiles | 0.80% | 0.66% | 0.66% |
Interglobe Aviation Ltd. Transport Services | 0.66% | 0.79% | 0.66% |
Oil & Natural Gas Corporation Ltd. Oil | 0.65% | 0.79% | 0.65% |
Bajaj Finance Ltd. Finance | 0.62% | 1.92% | 0.62% |
Coal India Ltd. Consumable Fuels | 0.61% | 0.71% | 0.61% |
Tata Motors Passenger Vehicles Ltd. Automobiles | 0.90% | 0.58% | 0.58% |
Titan Company Ltd. Consumer Durables | 0.58% | 1.29% | 0.58% |
Bharat Electronics Ltd. Aerospace & Defense | 0.56% | 1.15% | 0.56% |
JSW Steel Ltd. Ferrous Metals | 0.55% | 0.86% | 0.55% |
Divi's Laboratories Ltd. Pharmaceuticals & Biotechnology | 0.47% | 0.59% | 0.47% |
Varun Beverages Ltd. Beverages | 0.64% | 0.45% | 0.45% |
Power Finance Corporation Ltd. Finance | 0.45% | 0.44% | 0.44% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 0.42% | 0.54% | 0.42% |
Avenue Supermarts Ltd. Retailing | 0.60% | 0.41% | 0.41% |
Canara Bank Banks | 0.37% | 0.38% | 0.37% |
Godrej Consumer Products Ltd. Personal Products | 0.41% | 0.35% | 0.35% |
Jindal Steel Ltd. Ferrous Metals | 0.62% | 0.34% | 0.34% |
Ultratech Cement Ltd. Cement & Cement Products | 0.31% | 1.09% | 0.31% |
Trent Ltd. Retailing | 0.26% | 0.63% | 0.26% |
Cipla Ltd. Pharmaceuticals & Biotechnology | 0.25% | 0.55% | 0.25% |
ABB India Ltd. Electrical Equipment | 0.33% | 0.23% | 0.23% |
LTIMindtree Ltd. IT - Software | 0.23% | 0.30% | 0.23% |
HDFC Life Insurance Company Ltd. Insurance | 0.23% | 0.56% | 0.23% |
DLF Ltd. Realty | 0.23% | 0.28% | 0.23% |
Tech Mahindra Ltd. IT - Software | 0.23% | 0.62% | 0.23% |
JSW Energy Ltd. Power | 0.42% | 0.19% | 0.19% |
Hindustan Unilever Ltd. Diversified FMCG | 0.19% | 1.50% | 0.19% |
Asian Paints Ltd. Consumer Durables | 0.13% | 0.78% | 0.13% |
United Spirits Ltd. Beverages | 0.12% | 0.30% | 0.12% |
Bank of Baroda Banks | 0.11% | 0.43% | 0.11% |
Ambuja Cements Ltd. Cement & Cement Products | 1.02% | 0.09% | 0.09% |
Tata Power Company Ltd. Power | 0.09% | 0.46% | 0.09% |
The Indian Hotels Company Ltd. Leisure Services | 0.07% | 0.42% | 0.07% |
Punjab National Bank Banks | 0.06% | 0.32% | 0.06% |
Unique to Mirae Asset Balanced Advantage
All top holdings are shared with the other fund.
Unique to Parag Parikh Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks15.3% (8)
Automobiles3.9% (4)
IT - Software3.4% (4)
Telecom - Services3.0% (1)
Petroleum Products2.6% (2)
Finance2.2% (3)
Ferrous Metals2.1% (3)
Construction1.9% (1)
Pharmaceuticals & Biotechnology1.6% (3)
Power1.5% (3)
Retailing1.4% (3)
Diversified FMCG1.1% (2)
Non - Ferrous Metals0.9% (1)
Insurance0.9% (2)
Diversified Metals0.9% (1)
Transport Infrastructure0.7% (1)
Consumer Durables0.7% (2)
Transport Services0.7% (1)
Oil0.7% (1)
Consumable Fuels0.6% (1)
Beverages0.6% (2)
Aerospace & Defense0.6% (1)
Cement & Cement Products0.4% (2)
Personal Products0.3% (1)
Electrical Equipment0.2% (1)
Realty0.2% (1)
Leisure Services0.1% (1)
More comparisons for Mirae Asset Balanced Advantage
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More comparisons for Parag Parikh Large Cap
- vs HDFC NIFTY 100 ETF99.8% · 100 stocks
- vs ICICI Prudential Nifty 100 ETF99.8% · 100 stocks
- vs Axis Nifty 100 Index99.7% · 100 stocks
- vs Nippon India ETF Nifty 10099.7% · 100 stocks
- vs HDFC NIFTY 100 Index99.7% · 100 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.