ADITYA BIRLA SUN LIFE BANKING AND FINANCIAL SERVICES FUND vs Mahindra Manulife Banking & Financial Services Fund

ABSL vs Mahindra· Portfolio Overlap Analysis

65.2%High Overlap
18 common stocksRank #3802 / 5,000

Investor takeaway: These funds overlap 65.2%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (18)

StockWt% in ADITYA BIRLA SUN LIFE BANKING Wt% in Mahindra Manulife Banking & FiOverlap
ICICI Bank Limited
Banks
13.96%13.27%13.27%
HDFC Bank Limited
Banks
13.07%11.61%11.61%
Axis Bank Limited
Banks
8.67%8.52%8.52%
State Bank of India
Banks
6.28%6.69%6.28%
Bajaj Finance Limited
Finance
5.79%5.89%5.79%
Kotak Mahindra Bank Limited
Banks
4.01%4.08%4.01%
Shriram Finance Ltd
Finance
3.52%3.34%3.34%
SBI Life Insurance Company Limited
Insurance
2.46%2.45%2.45%
Bank of Maharashtra
Banks
2.55%2.17%2.17%
ICICI Prudential Mutual Fund
Capital Markets
1.62%2.75%1.62%
Tata Capital Limited
Finance
1.81%1.28%1.28%
PNB Housing Finance Limited
Finance
2.06%0.97%0.97%
Ujjivan Small Finance Bank Limited
Banks
0.80%2.88%0.80%
ICICI Lombard General Insurance Company Limited
Insurance
2.93%0.75%0.75%
Karur Vysya Bank Ltd/The
Banks
0.66%1.41%0.66%
PRUDENT CORPORATE ADVISORY SERVICES LTD
Capital Markets
0.65%0.70%0.65%
Repco Home Finance Limited
Finance
0.53%0.55%0.53%
PB Fintech Limited
Financial Technology (Fintech)
1.46%0.49%0.49%

Unique to ADITYA BIRLA SUN LIFE BANKING

  • AU Small Finance Bank Limited3.51%

Unique to Mahindra Manulife Banking & Fi

  • Aditya Birla Capital Limited3.06%
  • Cholamandalam Investment and Finance Company Limited2.87%

Sector Overlap Breakdown

Banks
47.3% (8)
Finance
11.9% (5)
Insurance
3.2% (2)
Capital Markets
2.3% (2)
Financial Technology (Fintech)
0.5% (1)

More comparisons for ADITYA BIRLA SUN LIFE BANKING

More comparisons for Mahindra Manulife Banking & Fi

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