Mirae Asset Large Cap Fund vs Shriram ELSS Tax Saver Fund

Mirae vs Shriram· Portfolio Overlap Analysis

46.7%High Overlap
26 common stocksRank #13781 / 20,000

Investor takeaway: At 46.7% 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 (26)

StockWt% in Mirae Asset Large CapWt% in Shriram ELSS Tax SaverOverlap
HDFC Bank Ltd.
Banks
9.54%7.23%7.23%
ICICI Bank Ltd.
Banks
8.49%4.93%4.93%
Bharti Airtel Ltd.
Telecom - Services
4.55%3.81%3.81%
State Bank of India
Banks
3.66%4.73%3.66%
Reliance Industries Ltd.
Petroleum Products
4.99%3.16%3.16%
Axis Bank Ltd.
Banks
3.62%3.11%3.11%
Infosys Ltd.
IT - Software
4.28%2.79%2.79%
Larsen & Toubro Ltd.
Construction
3.99%2.62%2.62%
Mahindra & Mahindra Ltd.
Automobiles
2.05%2.94%2.05%
ITC Ltd.
Diversified FMCG
3.12%1.85%1.85%
Tata Consultancy Services Ltd.
IT - Software
2.94%1.78%1.78%
NTPC Ltd.
Power
1.45%2.57%1.45%
Eicher Motors Ltd.
Automobiles
1.18%1.59%1.18%
SBI Life Insurance Co. Ltd.
Insurance
1.02%1.31%1.02%
Eternal Ltd.
Retailing
2.47%0.96%0.96%
Maruti Suzuki India Ltd.
Automobiles
2.37%0.94%0.94%
Adani Ports and Special Economic Zone Ltd.
Transport Infrastructure
0.78%1.78%0.78%
Swiggy Ltd.
Retailing
0.59%0.70%0.59%
Varun Beverages Ltd.
Beverages
1.37%0.56%0.56%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
1.45%0.55%0.55%
Kalpataru Projects International Ltd.
Construction
0.53%0.50%0.50%
Interglobe Aviation Ltd.
Transport Services
0.50%2.20%0.50%
Bharat Electronics Ltd.
Aerospace & Defense
0.36%1.91%0.36%
Tata Steel Ltd.
Ferrous Metals
0.19%1.39%0.19%
ICICI Prudential Asset Management Company Ltd.
Capital Markets
0.09%0.56%0.09%
Torrent Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
0.00%1.37%0.00%

Unique to Mirae Asset Large Cap

All top holdings are shared with the other fund.

Unique to Shriram ELSS Tax Saver

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
18.9% (4)
IT - Software
4.6% (2)
Automobiles
4.2% (3)
Telecom - Services
3.8% (1)
Petroleum Products
3.2% (1)
Construction
3.1% (2)
Diversified FMCG
1.9% (1)
Retailing
1.6% (2)
Power
1.4% (1)
Insurance
1.0% (1)
Transport Infrastructure
0.8% (1)
Beverages
0.6% (1)
Healthcare Services
0.6% (1)
Transport Services
0.5% (1)
Aerospace & Defense
0.4% (1)
Ferrous Metals
0.2% (1)
Capital Markets
0.1% (1)
Pharmaceuticals & Biotechnology
0.0% (1)

More comparisons for Mirae Asset Large Cap

More comparisons for Shriram ELSS Tax Saver

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