Mirae Asset Large Cap Fund vs TATA LARGE CAP FUND
Mirae vs Tata· Portfolio Overlap Analysis
54.0%High Overlap
23 common stocksRank #7277 / 20,000
Investor takeaway: At 54.0% 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 (23)
| Stock | Wt% in Mirae Asset Large Cap | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 8.49% | 9.12% | 8.49% |
HDFC Bank Ltd. Banks | 9.54% | 8.20% | 8.20% |
Reliance Industries Ltd. Petroleum Products | 4.99% | 5.26% | 4.99% |
Axis Bank Ltd. Banks | 3.62% | 4.08% | 3.62% |
Larsen & Toubro Ltd. Construction | 3.99% | 3.58% | 3.58% |
Infosys Ltd. IT - Software | 4.28% | 3.54% | 3.54% |
State Bank of India Banks | 3.66% | 3.54% | 3.54% |
Tata Consultancy Services Ltd. IT - Software | 2.94% | 2.86% | 2.86% |
Bharti Airtel Ltd. Telecom - Services | 4.55% | 2.19% | 2.19% |
Mahindra & Mahindra Ltd. Automobiles | 2.05% | 2.89% | 2.05% |
Kotak Mahindra Bank Ltd. Banks | 1.75% | 3.72% | 1.75% |
NTPC Ltd. Power | 1.45% | 1.79% | 1.45% |
Ambuja Cements Ltd. Cement & Cement Products | 1.62% | 1.43% | 1.43% |
Britannia Industries Ltd. Food Products | 1.16% | 1.07% | 1.07% |
Hindustan Unilever Ltd. Diversified FMCG | 0.92% | 2.64% | 0.92% |
Bajaj Finance Ltd. Finance | 0.84% | 3.04% | 0.84% |
IndusInd Bank Ltd. Banks | 0.81% | 1.72% | 0.81% |
Adani Ports and Special Economic Zone Ltd. Transport Infrastructure | 0.78% | 1.34% | 0.78% |
Siemens Ltd. Electrical Equipment | 1.16% | 0.71% | 0.71% |
Interglobe Aviation Ltd. Transport Services | 0.50% | 1.56% | 0.50% |
LG Electronics India Ltd. Consumer Durables | 0.37% | 0.86% | 0.37% |
Tata Steel Ltd. Ferrous Metals | 0.19% | 2.56% | 0.19% |
ICICI Prudential Asset Management Company Ltd. Capital Markets | 0.09% | 1.83% | 0.09% |
Unique to Mirae Asset Large Cap
- ITC Ltd.3.12%
Unique to TATA LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks26.4% (6)
IT - Software6.4% (2)
Petroleum Products5.0% (1)
Construction3.6% (1)
Telecom - Services2.2% (1)
Automobiles2.0% (1)
Power1.4% (1)
Cement & Cement Products1.4% (1)
Food Products1.1% (1)
Diversified FMCG0.9% (1)
Finance0.8% (1)
Transport Infrastructure0.8% (1)
Electrical Equipment0.7% (1)
Transport Services0.5% (1)
Consumer Durables0.4% (1)
Ferrous Metals0.2% (1)
Capital Markets0.1% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.