PGIM INDIA LARGE CAP FUND vs TATA LARGE CAP FUND
PGIM vs Tata· Portfolio Overlap Analysis
51.4%High Overlap
20 common stocksRank #8710 / 20,000
Investor takeaway: At 51.4% 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 (20)
| Stock | Wt% in PGIM INDIA LARGE CAP | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 8.93% | 8.20% | 8.20% |
ICICI Bank Ltd. Banks | 7.94% | 9.12% | 7.94% |
Reliance Industries Ltd. Petroleum Products | 6.64% | 5.26% | 5.26% |
Larsen & Toubro Ltd. Construction | 4.44% | 3.58% | 3.58% |
Bajaj Finance Ltd. Finance | 2.94% | 3.04% | 2.94% |
Kotak Mahindra Bank Ltd. Banks | 2.94% | 3.72% | 2.94% |
State Bank of India Banks | 2.91% | 3.54% | 2.91% |
Tata Consultancy Services Ltd. IT - Software | 2.56% | 2.86% | 2.56% |
Bharti Airtel Ltd. Telecom - Services | 4.72% | 2.19% | 2.19% |
NTPC Ltd. Power | 2.13% | 1.79% | 1.79% |
Infosys Ltd. IT - Software | 1.68% | 3.54% | 1.68% |
Mahindra & Mahindra Ltd. Automobiles | 1.67% | 2.89% | 1.67% |
Tech Mahindra Ltd. IT - Software | 1.21% | 1.85% | 1.21% |
JSW Steel Ltd. Ferrous Metals | 1.11% | 2.41% | 1.11% |
Samvardhana Motherson International Ltd. Auto Components | 1.08% | 2.32% | 1.08% |
Britannia Industries Ltd. Food Products | 1.28% | 1.07% | 1.07% |
ICICI Prudential Asset Mgmt Co Ltd. Capital Markets | 1.07% | 1.83% | 1.07% |
LG Electronics India Ltd. Consumer Durables | 0.85% | 0.86% | 0.85% |
HDFC Life Insurance Company Ltd. Insurance | 0.74% | 1.93% | 0.74% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.65% | 1.00% | 0.65% |
Unique to PGIM INDIA LARGE CAP
- Titan Company Ltd.2.30%
Unique to TATA LARGE CAP
- AXIS BANK LTD.4.08%
Sector Overlap Breakdown
Banks22.0% (4)
IT - Software5.5% (3)
Petroleum Products5.3% (1)
Construction3.6% (1)
Finance2.9% (1)
Telecom - Services2.2% (1)
Power1.8% (1)
Automobiles1.7% (1)
Ferrous Metals1.1% (1)
Auto Components1.1% (1)
Food Products1.1% (1)
Capital Markets1.1% (1)
Consumer Durables0.8% (1)
Insurance0.7% (1)
Non - Ferrous Metals0.7% (1)
More comparisons for PGIM INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
More comparisons for TATA LARGE CAP
- vs ADITYA BIRLA SUN LIFE BSE SENS61.5% · 19 stocks
- vs HDFC BSE SENSEX ETF61.5% · 19 stocks
- vs HDFC BSE Sensex Index61.5% · 19 stocks
- vs ICICI Prudential BSE Sensex ET61.5% · 19 stocks
- vs Kotak BSE Sensex ETF61.5% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.