Mirae Asset Large & Midcap Fund vs Mirae Asset Midcap Fund

Mirae vs Mirae· Portfolio Overlap Analysis

56.7%High Overlap
52 common stocksRank #6142 / 20,000

Investor takeaway: At 56.7% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (52)

StockWt% in Mirae Asset Large & MidcapWt% in Mirae Asset MidcapOverlap
IndusInd Bank Ltd.
Banks
2.51%3.68%2.51%
Bharat Forge Ltd.
Auto Components
2.39%3.87%2.39%
Lupin Ltd.
Pharmaceuticals & Biotechnology
2.35%3.61%2.35%
Laurus Labs Ltd.
Pharmaceuticals & Biotechnology
2.16%2.49%2.16%
Delhivery Ltd.
Transport Services
2.02%2.95%2.02%
Hero MotoCorp Ltd.
Automobiles
1.90%2.81%1.90%
Axis Bank Ltd.
Banks
3.96%1.88%1.88%
PB Fintech Ltd.
Financial Technology (Fintech)
1.87%2.45%1.87%
Tata Communications Ltd.
Telecom - Services
1.75%2.53%1.75%
Prestige Estates Projects Ltd.
Realty
1.58%2.29%1.58%
Dalmia Bharat Ltd.
Cement & Cement Products
1.51%2.49%1.51%
Narayana Hrudayalaya Ltd.
Healthcare Services
1.50%1.69%1.50%
Steel Authority of India Ltd.
Ferrous Metals
1.46%2.79%1.46%
The Federal Bank Ltd.
Banks
1.45%3.79%1.45%
Swiggy Ltd.
Retailing
1.45%2.33%1.45%
L&T Finance Ltd.
Finance
1.41%2.31%1.41%
Gland Pharma Ltd.
Pharmaceuticals & Biotechnology
1.40%1.69%1.40%
Container Corporation of India Ltd.
Transport Services
1.26%1.75%1.26%
GO Digit General Insurance Ltd.
Insurance
1.25%1.70%1.25%
CEAT Ltd.
Auto Components
1.25%1.67%1.25%
HDB Financial Services Ltd.
Finance
1.23%1.85%1.23%
PI Industries Ltd.
Fertilizers & Agrochemicals
1.22%1.69%1.22%
FSN E-Commerce Ventures Ltd.
Retailing
1.17%2.02%1.17%
Bharat Heavy Electricals Ltd.
Electrical Equipment
1.04%2.16%1.04%
Tata Power Company Ltd.
Power
1.01%1.53%1.01%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
1.00%1.56%1.00%
SRF Ltd.
Chemicals & Petrochemicals
0.98%1.78%0.98%
HDFC Asset Management Co. Ltd.
Capital Markets
0.95%1.14%0.95%
Gujarat State Petronet Ltd.
Gas
1.15%0.92%0.92%
Multi Commodity Exchange of India Ltd.
Capital Markets
0.91%2.00%0.91%
Bata India Ltd.
Consumer Durables
0.90%1.20%0.90%
Cummins India Ltd.
Industrial Products
0.84%1.10%0.84%
SKF India (Industrial) Ltd.
Industrial Products
0.84%1.10%0.84%
Persistent Systems Ltd.
IT - Software
0.83%2.02%0.83%
Hindustan Petroleum Corporation Ltd.
Petroleum Products
0.78%1.18%0.78%
Biocon Ltd.
Pharmaceuticals & Biotechnology
0.73%1.76%0.73%
Gujarat Fluorochemicals Ltd.
Chemicals & Petrochemicals
0.86%0.65%0.65%
Aditya Birla Capital Ltd.
Finance
0.63%1.34%0.63%
SKF India Ltd.
Auto Components
0.72%0.60%0.60%
Dixon Technologies (India) Ltd.
Consumer Durables
0.59%1.69%0.59%
Century Plyboards (India) Ltd.
Consumer Durables
0.55%0.56%0.55%
Interglobe Aviation Ltd.
Transport Services
1.44%0.53%0.53%
MRF Ltd.
Auto Components
0.53%0.77%0.53%
Voltas Ltd.
Consumer Durables
0.51%1.54%0.51%
Crompton Greaves Consumer Electricals Ltd.
Consumer Durables
1.16%0.43%0.43%
One 97 Communications Ltd.
Financial Technology (Fintech)
0.42%1.20%0.42%
Syngene International Ltd.
Healthcare Services
0.39%0.73%0.39%
KPIT Technologies Ltd.
IT - Software
0.29%0.73%0.29%
Prince Pipes and Fittings Ltd.
Industrial Products
0.26%0.30%0.26%
AWL Agri Business Ltd.
Agricultural Food & other Products
0.22%0.28%0.22%
Gujarat Gas Ltd.
Gas
0.21%1.01%0.21%
Ola Electric Mobility Ltd.
Automobiles
0.16%0.16%0.16%

Unique to Mirae Asset Large & Midcap

  • HDFC Bank Ltd.6.75%
  • ICICI Bank Ltd.3.89%
  • State Bank of India3.70%
  • Tata Consultancy Services Ltd.2.28%
  • Infosys Ltd.2.26%
  • Larsen & Toubro Ltd.2.18%

Unique to Mirae Asset Midcap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
6.6% (4)
Banks
5.8% (3)
Auto Components
4.8% (4)
Transport Services
3.8% (3)
Finance
3.3% (3)
Consumer Durables
3.0% (5)
Healthcare Services
2.9% (3)
Retailing
2.6% (2)
Financial Technology (Fintech)
2.3% (2)
Automobiles
2.1% (2)
Industrial Products
1.9% (3)
Capital Markets
1.9% (2)
Telecom - Services
1.8% (1)
Chemicals & Petrochemicals
1.6% (2)
Realty
1.6% (1)
Cement & Cement Products
1.5% (1)
Ferrous Metals
1.5% (1)
Insurance
1.3% (1)
Fertilizers & Agrochemicals
1.2% (1)
Gas
1.1% (2)
IT - Software
1.1% (2)
Electrical Equipment
1.0% (1)
Power
1.0% (1)
Petroleum Products
0.8% (1)
Agricultural Food & other Products
0.2% (1)

More comparisons for Mirae Asset Large & Midcap

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