Parag Parikh Large Cap Fund vs Shriram Flexi Cap Fund

PPFAS vs Shriram· Portfolio Overlap Analysis

52.0%High Overlap
31 common stocksRank #8210 / 20,000

Investor takeaway: At 52.0% 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 (31)

StockWt% in Parag Parikh Large CapWt% in Shriram Flexi CapOverlap
HDFC Bank Limited
Banks
9.77%7.33%7.33%
ICICI Bank Limited
Banks
7.17%4.98%4.98%
Bharti Airtel Limited
Telecom - Services
3.79%3.85%3.79%
State Bank of India
Banks
3.61%4.78%3.61%
Reliance Industries Limited
Petroleum Products
6.82%3.19%3.19%
Axis Bank Limited
Banks
2.91%3.15%2.91%
Infosys Limited
IT - Software
3.30%2.81%2.81%
Larsen & Toubro Limited
Construction
3.64%2.64%2.64%
Mahindra & Mahindra Limited
Automobiles
2.20%2.96%2.20%
ITC Limited
Diversified FMCG
2.19%1.99%1.99%
Tata Consultancy Services Limited
IT - Software
1.95%1.80%1.80%
NTPC Limited
Power
1.31%2.60%1.31%
Tata Steel Limited
Ferrous Metals
1.27%1.39%1.27%
Bharat Electronics Limited
Aerospace & Defense
1.15%1.94%1.15%
Eternal Limited
Retailing
1.28%0.98%0.98%
Maruti Suzuki India Limited
Automobiles
1.41%0.97%0.97%
Power Grid Corporation of India Limited
Power
0.98%0.94%0.94%
HCL Technologies Limited
IT - Software
1.06%0.92%0.92%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
0.81%1.73%0.81%
Eicher Motors Limited
Automobiles
0.80%1.60%0.80%
InterGlobe Aviation Limited
Transport Services
0.79%2.13%0.79%
SBI Life Insurance Company Limited
Insurance
0.66%1.31%0.66%
TVS Motor Company Limited
Automobiles
0.66%1.57%0.66%
Tech Mahindra Limited
IT - Software
0.62%0.84%0.62%
Apollo Hospitals Enterprise Limited
Healthcare Services
0.58%0.54%0.54%
Bharat Petroleum Corporation Limited
Petroleum Products
0.54%2.05%0.54%
Varun Beverages Limited
Beverages
0.45%0.60%0.45%
Canara Bank
Banks
0.38%1.05%0.38%
Bajaj Holdings & Investment Limited
Finance
0.34%1.28%0.34%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.33%1.29%0.33%
REC Limited
Finance
0.32%1.96%0.32%

Unique to Parag Parikh Large Cap

  • Kotak Mahindra Bank Limited2.25%

Unique to Shriram Flexi Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
19.2% (5)
IT - Software
6.2% (4)
Automobiles
4.6% (4)
Telecom - Services
3.8% (1)
Petroleum Products
3.7% (2)
Construction
2.6% (1)
Power
2.3% (2)
Diversified FMCG
2.0% (1)
Ferrous Metals
1.3% (1)
Aerospace & Defense
1.1% (1)
Retailing
1.0% (1)
Transport Infrastructure
0.8% (1)
Transport Services
0.8% (1)
Insurance
0.7% (1)
Finance
0.7% (2)
Healthcare Services
0.5% (1)
Beverages
0.5% (1)
Pharmaceuticals & Biotechnology
0.3% (1)

More comparisons for Parag Parikh Large Cap

More comparisons for Shriram Flexi Cap

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