Parag Parikh Large Cap Fund vs TATA LARGE CAP FUND

PPFAS vs Tata· Portfolio Overlap Analysis

57.0%High Overlap
30 common stocksRank #6056 / 20,000

Investor takeaway: At 57.0% 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 (30)

StockWt% in Parag Parikh Large CapWt% in TATA LARGE CAPOverlap
HDFC Bank Limited
Banks
9.77%8.20%8.20%
ICICI Bank Limited
Banks
7.17%9.12%7.17%
Reliance Industries Limited
Petroleum Products
6.82%5.26%5.26%
Larsen & Toubro Limited
Construction
3.64%3.58%3.58%
State Bank of India
Banks
3.61%3.54%3.54%
Infosys Limited
IT - Software
3.30%3.54%3.30%
Axis Bank Limited
Banks
2.91%4.08%2.91%
Kotak Mahindra Bank Limited
Banks
2.25%3.72%2.25%
Mahindra & Mahindra Limited
Automobiles
2.20%2.89%2.20%
Bharti Airtel Limited
Telecom - Services
3.79%2.19%2.19%
Tata Consultancy Services Limited
IT - Software
1.95%2.86%1.95%
Bajaj Finance Limited
Finance
1.92%3.04%1.92%
Hindustan Unilever Limited
Diversified FMCG
1.50%2.64%1.50%
NTPC Limited
Power
1.31%1.79%1.31%
Tata Steel Limited
Ferrous Metals
1.27%2.56%1.27%
Power Grid Corporation of India Limited
Power
0.98%1.43%0.98%
Hindalco Industries Limited
Non - Ferrous Metals
0.97%1.00%0.97%
JSW Steel Limited
Ferrous Metals
0.86%2.41%0.86%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
0.81%1.34%0.81%
InterGlobe Aviation Limited
Transport Services
0.79%1.56%0.79%
Nestle India Limited
Food Products
0.67%1.43%0.67%
Tech Mahindra Limited
IT - Software
0.62%1.85%0.62%
HDFC Life Insurance Company Limited
Insurance
0.56%1.93%0.56%
Britannia Industries Limited
Food Products
0.51%1.07%0.51%
Bank of Baroda
Banks
0.43%1.73%0.43%
Samvardhana Motherson International Limited
Auto Components
0.43%2.32%0.43%
Adani Energy Solutions Limited
Power
0.25%1.67%0.25%
Hyundai Motor India Ltd
Automobiles
0.23%1.32%0.23%
Siemens Limited
Electrical Equipment
0.22%0.71%0.22%
Ambuja Cements Limited
Cement & Cement Products
0.09%1.43%0.09%

Unique to Parag Parikh Large Cap

All top holdings are shared with the other fund.

Unique to TATA LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
24.5% (6)
IT - Software
5.9% (3)
Petroleum Products
5.3% (1)
Construction
3.6% (1)
Power
2.5% (3)
Automobiles
2.4% (2)
Telecom - Services
2.2% (1)
Ferrous Metals
2.1% (2)
Finance
1.9% (1)
Diversified FMCG
1.5% (1)
Food Products
1.2% (2)
Non - Ferrous Metals
1.0% (1)
Transport Infrastructure
0.8% (1)
Transport Services
0.8% (1)
Insurance
0.6% (1)
Auto Components
0.4% (1)
Electrical Equipment
0.2% (1)
Cement & Cement Products
0.1% (1)

More comparisons for Parag Parikh Large Cap

More comparisons for TATA LARGE CAP

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