Parag Parikh Large Cap Fund vs PGIM INDIA FLEXI CAP FUND
PPFAS vs PGIM· Portfolio Overlap Analysis
46.5%High Overlap
31 common stocksRank #13940 / 20,000
Investor takeaway: At 46.5% 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 (31)
| Stock | Wt% in Parag Parikh Large Cap | Wt% in PGIM INDIA FLEXI CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 9.77% | 7.36% | 7.36% |
ICICI Bank Limited Banks | 7.17% | 6.64% | 6.64% |
Reliance Industries Limited Petroleum Products | 6.82% | 4.01% | 4.01% |
Bharti Airtel Limited Telecom - Services | 3.79% | 3.28% | 3.28% |
State Bank of India Banks | 3.61% | 2.31% | 2.31% |
Larsen & Toubro Limited Construction | 3.64% | 2.13% | 2.13% |
Bajaj Finance Limited Finance | 1.92% | 2.19% | 1.92% |
Tata Consultancy Services Limited IT - Software | 1.95% | 1.91% | 1.91% |
Mahindra & Mahindra Limited Automobiles | 2.20% | 1.90% | 1.90% |
NTPC Limited Power | 1.31% | 1.64% | 1.31% |
Titan Company Limited Consumer Durables | 1.29% | 1.79% | 1.29% |
Eternal Limited Retailing | 1.28% | 1.93% | 1.28% |
Bharat Electronics Limited Aerospace & Defense | 1.15% | 1.55% | 1.15% |
JSW Steel Limited Ferrous Metals | 0.86% | 0.88% | 0.86% |
Eicher Motors Limited Automobiles | 0.80% | 0.85% | 0.80% |
Maruti Suzuki India Limited Automobiles | 1.41% | 0.70% | 0.70% |
Hindalco Industries Limited Non - Ferrous Metals | 0.97% | 0.67% | 0.67% |
TVS Motor Company Limited Automobiles | 0.66% | 2.50% | 0.66% |
Tech Mahindra Limited IT - Software | 0.62% | 0.84% | 0.62% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 0.59% | 1.61% | 0.59% |
Max Healthcare Institute Limited Healthcare Services | 0.59% | 1.38% | 0.59% |
Dr. Reddy's Laboratories Limited Pharmaceuticals & Biotechnology | 0.57% | 0.78% | 0.57% |
HDFC Life Insurance Company Limited Insurance | 0.56% | 0.73% | 0.56% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.54% | 0.53% | 0.53% |
Cholamandalam Investment and Finance Company Ltd Finance | 0.53% | 1.05% | 0.53% |
Britannia Industries Limited Food Products | 0.51% | 1.78% | 0.51% |
Varun Beverages Limited Beverages | 0.45% | 1.97% | 0.45% |
Power Finance Corporation Limited Finance | 0.44% | 0.88% | 0.44% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.36% | 1.12% | 0.36% |
ICICI Lombard General Insurance Company Limited Insurance | 0.33% | 1.02% | 0.33% |
Solar Industries India Limited Chemicals & Petrochemicals | 0.24% | 1.10% | 0.24% |
Unique to Parag Parikh Large Cap
- Infosys Limited3.30%
- Axis Bank Limited2.91%
- Kotak Mahindra Bank Limited2.25%
Unique to PGIM INDIA FLEXI CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks16.3% (3)
Petroleum Products4.5% (2)
Automobiles4.1% (4)
Telecom - Services3.3% (1)
Finance2.9% (3)
IT - Software2.5% (2)
Construction2.1% (1)
Power1.3% (1)
Consumer Durables1.3% (1)
Retailing1.3% (1)
Pharmaceuticals & Biotechnology1.2% (2)
Aerospace & Defense1.1% (1)
Insurance0.9% (2)
Ferrous Metals0.9% (1)
Non - Ferrous Metals0.7% (1)
Healthcare Services0.6% (1)
Food Products0.5% (1)
Beverages0.5% (1)
Electrical Equipment0.4% (1)
Chemicals & Petrochemicals0.2% (1)
More comparisons for Parag Parikh Large Cap
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- vs ICICI Prudential Nifty 100 ETF99.8% · 100 stocks
- vs Axis Nifty 100 Index99.7% · 100 stocks
- vs Nippon India ETF Nifty 10099.7% · 100 stocks
- vs HDFC NIFTY 100 Index99.7% · 100 stocks
More comparisons for PGIM INDIA FLEXI CAP
- vs PGIM INDIA LARGE CAP64.9% · 39 stocks
- vs PGIM INDIA ELSS TAX SAVER64.7% · 47 stocks
- vs PGIM INDIA LARGE AND MIDCAP59.8% · 44 stocks
- vs PGIM INDIA MULTI CAP58.9% · 57 stocks
- vs CANARA ROBECO FLEXICAP55.8% · 32 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.