Mirae Asset Large Cap Fund vs Shriram Balanced Advantage Fund
Mirae vs Shriram· Portfolio Overlap Analysis
47.7%High Overlap
33 common stocksRank #12508 / 20,000
Investor takeaway: At 47.7% 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 (33)
| Stock | Wt% in Mirae Asset Large Cap | Wt% in Shriram Balanced Advantage | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 9.54% | 6.75% | 6.75% |
Reliance Industries Ltd. Petroleum Products | 4.99% | 5.10% | 4.99% |
ICICI Bank Ltd. Banks | 8.49% | 4.07% | 4.07% |
Bharti Airtel Ltd. Telecom - Services | 4.55% | 3.65% | 3.65% |
State Bank of India Banks | 3.66% | 3.38% | 3.38% |
ITC Ltd. Diversified FMCG | 3.12% | 2.42% | 2.42% |
Infosys Ltd. IT - Software | 4.28% | 2.22% | 2.22% |
Axis Bank Ltd. Banks | 3.62% | 2.20% | 2.20% |
Mahindra & Mahindra Ltd. Automobiles | 2.05% | 2.48% | 2.05% |
Kotak Mahindra Bank Ltd. Banks | 1.75% | 2.08% | 1.75% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.37% | 2.23% | 1.37% |
Larsen & Toubro Ltd. Construction | 3.99% | 1.29% | 1.29% |
Tata Consultancy Services Ltd. IT - Software | 2.94% | 1.20% | 1.20% |
NTPC Ltd. Power | 1.45% | 1.05% | 1.05% |
Maruti Suzuki India Ltd. Automobiles | 2.37% | 0.97% | 0.97% |
Ambuja Cements Ltd. Cement & Cement Products | 1.62% | 0.95% | 0.95% |
Varun Beverages Ltd. Beverages | 1.37% | 0.94% | 0.94% |
Eicher Motors Ltd. Automobiles | 1.18% | 0.88% | 0.88% |
Eternal Ltd. Retailing | 2.47% | 0.85% | 0.85% |
Bajaj Finance Ltd. Finance | 0.84% | 1.91% | 0.84% |
Adani Ports and Special Economic Zone Ltd. Transport Infrastructure | 0.78% | 0.59% | 0.59% |
Kalpataru Projects International Ltd. Construction | 0.53% | 0.66% | 0.53% |
Interglobe Aviation Ltd. Transport Services | 0.50% | 1.23% | 0.50% |
SBI Life Insurance Co. Ltd. Insurance | 1.02% | 0.47% | 0.47% |
Siemens Ltd. Electrical Equipment | 1.16% | 0.41% | 0.41% |
Oil & Natural Gas Corporation Ltd. Oil | 0.57% | 0.40% | 0.40% |
Bharat Electronics Ltd. Aerospace & Defense | 0.36% | 1.71% | 0.36% |
Sona Blw Precision Forgings Ltd. Auto Components | 0.77% | 0.30% | 0.30% |
Swiggy Ltd. Retailing | 0.59% | 0.23% | 0.23% |
ICICI Prudential Asset Management Company Ltd. Capital Markets | 0.09% | 0.05% | 0.05% |
LG Electronics India Ltd. Consumer Durables | 0.37% | 0.03% | 0.03% |
Divi's Laboratories Ltd. Pharmaceuticals & Biotechnology | 0.01% | 0.54% | 0.01% |
Cipla Ltd. Pharmaceuticals & Biotechnology | 0.00% | 0.77% | 0.00% |
Unique to Mirae Asset Large Cap
All top holdings are shared with the other fund.
Unique to Shriram Balanced Advantage
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks18.1% (5)
Petroleum Products5.0% (1)
Automobiles3.9% (3)
Telecom - Services3.6% (1)
IT - Software3.4% (2)
Diversified FMCG2.4% (1)
Construction1.8% (2)
Pharmaceuticals & Biotechnology1.4% (3)
Retailing1.1% (2)
Power1.1% (1)
Cement & Cement Products0.9% (1)
Beverages0.9% (1)
Finance0.8% (1)
Transport Infrastructure0.6% (1)
Transport Services0.5% (1)
Insurance0.5% (1)
Electrical Equipment0.4% (1)
Oil0.4% (1)
Aerospace & Defense0.4% (1)
Auto Components0.3% (1)
Capital Markets0.1% (1)
Consumer Durables0.0% (1)
More comparisons for Mirae Asset Large Cap
- vs HDFC NIFTY 50 ETF68.5% · 33 stocks
- vs HDFC Nifty 50 Index68.5% · 33 stocks
- vs ICICI Prudential Nifty 50 ETF68.5% · 33 stocks
- vs Mirae Asset Nifty 50 ETF68.5% · 33 stocks
- vs SBI Nifty Index68.5% · 33 stocks
More comparisons for Shriram Balanced Advantage
- vs Shriram Aggressive Hybrid57.5% · 54 stocks
- vs Shriram Multi Asset Allocation56.7% · 51 stocks
- vs Shriram Flexi Cap54.4% · 43 stocks
- vs Shriram ELSS Tax Saver54.1% · 43 stocks
- vs Axis Nifty 100 Index52.8% · 35 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.