Parag Parikh Large Cap Fund vs TATA AGGRESSIVE HYBRID FUND

PPFAS vs Tata· Portfolio Overlap Analysis

45.7%High Overlap
24 common stocksRank #15061 / 20,000

Investor takeaway: At 45.7% 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 (24)

StockWt% in Parag Parikh Large CapWt% in TATA AGGRESSIVE HYBRIDOverlap
ICICI Bank Limited
Banks
7.17%5.25%5.25%
Reliance Industries Limited
Petroleum Products
6.82%5.02%5.02%
Bharti Airtel Limited
Telecom - Services
3.79%4.90%3.79%
Larsen & Toubro Limited
Construction
3.64%4.25%3.64%
State Bank of India
Banks
3.61%3.58%3.58%
Infosys Limited
IT - Software
3.30%2.67%2.67%
HDFC Bank Limited
Banks
9.77%2.65%2.65%
Kotak Mahindra Bank Limited
Banks
2.25%2.58%2.25%
Mahindra & Mahindra Limited
Automobiles
2.20%2.19%2.19%
Axis Bank Limited
Banks
2.91%2.06%2.06%
ITC Limited
Diversified FMCG
2.19%1.95%1.95%
Tata Consultancy Services Limited
IT - Software
1.95%2.54%1.95%
Hindustan Unilever Limited
Diversified FMCG
1.50%1.57%1.50%
Maruti Suzuki India Limited
Automobiles
1.41%1.11%1.11%
UltraTech Cement Limited
Cement & Cement Products
1.09%2.71%1.09%
Vedanta Limited
Diversified Metals
0.88%2.41%0.88%
Bajaj Finserv Limited
Finance
0.83%1.24%0.83%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
0.81%1.13%0.81%
HDFC Life Insurance Company Limited
Insurance
0.56%0.89%0.56%
Varun Beverages Limited
Beverages
0.45%1.90%0.45%
Bank of Baroda
Banks
0.43%1.68%0.43%
Samvardhana Motherson International Limited
Auto Components
0.43%0.99%0.43%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.33%1.90%0.33%
Adani Energy Solutions Limited
Power
0.25%1.10%0.25%

Unique to Parag Parikh Large Cap

All top holdings are shared with the other fund.

Unique to TATA AGGRESSIVE HYBRID

  • RBL BANK LTD.3.58%

Sector Overlap Breakdown

Banks
16.2% (6)
Petroleum Products
5.0% (1)
IT - Software
4.6% (2)
Telecom - Services
3.8% (1)
Construction
3.6% (1)
Diversified FMCG
3.5% (2)
Automobiles
3.3% (2)
Cement & Cement Products
1.1% (1)
Diversified Metals
0.9% (1)
Finance
0.8% (1)
Transport Infrastructure
0.8% (1)
Insurance
0.6% (1)
Beverages
0.5% (1)
Auto Components
0.4% (1)
Pharmaceuticals & Biotechnology
0.3% (1)
Power
0.3% (1)

More comparisons for Parag Parikh Large Cap

More comparisons for TATA AGGRESSIVE HYBRID

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