Mirae Asset Nifty India Manufacturing ETF vs TATA NIFTY500 MULTICAP INDIA MANUFACTURING 50-30-20 INDEX FUND
Mirae vs Tata· Portfolio Overlap Analysis
65.2%High Overlap
42 common stocksRank #3803 / 20,000
Investor takeaway: These funds overlap 65.2%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (42)
| Stock | Wt% in Mirae Asset Nifty India Manufa | Wt% in TATA NIFTY500 MULTICAP INDIA M | Overlap |
|---|---|---|---|
Mahindra & Mahindra Ltd. Automobiles | 4.53% | 6.56% | 4.53% |
Reliance Industries Ltd. Petroleum Products | 4.32% | 8.88% | 4.32% |
Maruti Suzuki India Ltd. Automobiles | 4.33% | 4.21% | 4.21% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 4.77% | 3.98% | 3.98% |
Tata Steel Ltd. Ferrous Metals | 4.55% | 3.79% | 3.79% |
Bharat Electronics Ltd. Aerospace & Defense | 3.96% | 3.44% | 3.44% |
Hindalco Industries Ltd. Non - Ferrous Metals | 3.47% | 2.89% | 2.89% |
JSW Steel Ltd. Ferrous Metals | 3.08% | 2.57% | 2.57% |
Bajaj Auto Ltd. Automobiles | 2.87% | 2.39% | 2.39% |
Eicher Motors Ltd. Automobiles | 2.86% | 2.38% | 2.38% |
Divi's Laboratories Ltd. Pharmaceuticals & Biotechnology | 2.11% | 1.76% | 1.76% |
Tata Motors Passenger Vehicles Ltd. Automobiles | 2.08% | 1.73% | 1.73% |
Dr. Reddy's Laboratories Ltd. Pharmaceuticals & Biotechnology | 2.03% | 1.69% | 1.69% |
Cipla Ltd. Pharmaceuticals & Biotechnology | 1.97% | 1.64% | 1.64% |
Cummins India Ltd. Industrial Products | 1.64% | 2.11% | 1.64% |
Hindustan Aeronautics Ltd. Aerospace & Defense | 1.84% | 1.60% | 1.60% |
Ashok Leyland Ltd. Agricultural, Commercial & Construction Vehicles | 1.50% | 1.92% | 1.50% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 1.45% | 1.78% | 1.45% |
Bharat Forge Ltd. Auto Components | 1.32% | 1.62% | 1.32% |
Suzlon Energy Ltd. Electrical Equipment | 1.29% | 1.65% | 1.29% |
Polycab India Ltd. Industrial Products | 1.13% | 1.44% | 1.13% |
Dixon Technologies (India) Ltd. Consumer Durables | 1.12% | 1.38% | 1.12% |
APL Apollo Tubes Ltd. Industrial Products | 1.01% | 1.29% | 1.01% |
SRF Ltd. Chemicals & Petrochemicals | 0.96% | 1.18% | 0.96% |
UPL Ltd. Fertilizers & Agrochemicals | 0.93% | 1.14% | 0.93% |
Voltas Ltd. Consumer Durables | 0.92% | 1.13% | 0.92% |
Aurobindo Pharma Ltd. Pharmaceuticals & Biotechnology | 0.89% | 1.09% | 0.89% |
Alkem Laboratories Ltd. Pharmaceuticals & Biotechnology | 0.86% | 1.05% | 0.86% |
Bharat Heavy Electricals Ltd. Electrical Equipment | 0.85% | 1.08% | 0.85% |
Tube Investments of India Ltd. Auto Components | 0.76% | 0.94% | 0.76% |
Mankind Pharma Ltd. Pharmaceuticals & Biotechnology | 0.66% | 0.81% | 0.66% |
PI Industries Ltd. Fertilizers & Agrochemicals | 0.65% | 0.80% | 0.65% |
Supreme Industries Ltd. Industrial Products | 0.64% | 0.82% | 0.64% |
Sona Blw Precision Forgings Ltd. Auto Components | 0.62% | 0.76% | 0.62% |
Navin Fluorine International Ltd. Chemicals & Petrochemicals | 0.60% | 1.12% | 0.60% |
Page Industries Ltd. Textiles & Apparels | 0.52% | 0.64% | 0.52% |
Astral Ltd. Industrial Products | 0.51% | 0.65% | 0.51% |
Crompton Greaves Consumer Electricals Ltd. Consumer Durables | 0.43% | 0.81% | 0.43% |
Kaynes Technology India Ltd. Industrial Manufacturing | 0.30% | 0.59% | 0.30% |
Himadri Speciality Chemical Ltd. Chemicals & Petrochemicals | 0.30% | 0.56% | 0.30% |
Castrol India Ltd. Petroleum Products | 0.23% | 0.44% | 0.23% |
Aditya Birla Real Estate Ltd. Paper, Forest & Jute Products | 0.18% | 0.33% | 0.18% |
Unique to Mirae Asset Nifty India Manufa
- Vedanta Ltd.3.16%
Unique to TATA NIFTY500 MULTICAP INDIA M
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Automobiles15.2% (5)
Pharmaceuticals & Biotechnology12.9% (8)
Ferrous Metals6.4% (2)
Aerospace & Defense5.0% (2)
Industrial Products4.9% (5)
Petroleum Products4.5% (2)
Non - Ferrous Metals2.9% (1)
Auto Components2.7% (3)
Consumer Durables2.5% (3)
Electrical Equipment2.1% (2)
Chemicals & Petrochemicals1.9% (3)
Fertilizers & Agrochemicals1.6% (2)
Agricultural, Commercial & Construction Vehicles1.5% (1)
Textiles & Apparels0.5% (1)
Industrial Manufacturing0.3% (1)
Paper, Forest & Jute Products0.2% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.