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)
| Stock | Wt% in Parag Parikh Large Cap | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
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
Banks24.5% (6)
IT - Software5.9% (3)
Petroleum Products5.3% (1)
Construction3.6% (1)
Power2.5% (3)
Automobiles2.4% (2)
Telecom - Services2.2% (1)
Ferrous Metals2.1% (2)
Finance1.9% (1)
Diversified FMCG1.5% (1)
Food Products1.2% (2)
Non - Ferrous Metals1.0% (1)
Transport Infrastructure0.8% (1)
Transport Services0.8% (1)
Insurance0.6% (1)
Auto Components0.4% (1)
Electrical Equipment0.2% (1)
Cement & Cement Products0.1% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.