Bajaj Finserv Banking and Financial Services Fund vs Mirae Asset Banking and Financial Services Fund

Bajaj vs Mirae· Portfolio Overlap Analysis

60.6%High Overlap
12 common stocksRank #4986 / 5,000

Investor takeaway: These funds overlap 60.6%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (12)

StockWt% in Bajaj Finserv Banking and FinaWt% in Mirae Asset Banking and FinancOverlap
HDFC Bank Limited
Banks
16.42%16.50%16.42%
ICICI Bank Limited
Banks
12.49%13.75%12.49%
State Bank of India
Banks
8.44%10.43%8.44%
Axis Bank Limited
Banks
9.32%8.38%8.38%
Kotak Mahindra Bank Limited
Banks
6.96%3.96%3.96%
The Federal Bank Limited
Banks
4.41%2.80%2.80%
Shriram Finance Limited
Finance
3.40%2.23%2.23%
Bajaj Finance Limited
Finance
1.71%3.36%1.71%
Aditya Birla Capital Limited
Finance
1.66%2.57%1.66%
Go Digit General Insurance Limited
Insurance
2.69%1.56%1.56%
IndusInd Bank Limited
Banks
0.73%0.81%0.73%
PB Fintech Limited
Financial Technology (Fintech)
0.50%0.23%0.23%

Unique to Bajaj Finserv Banking and Fina

  • Manappuram Finance Limited3.70%
  • RBL Bank Limited2.66%

Unique to Mirae Asset Banking and Financ

  • SBI Life Insurance Co. Ltd.3.37%
  • Karur Vysya Bank Ltd.2.86%

Sector Overlap Breakdown

Banks
53.2% (7)
Finance
5.6% (3)
Insurance
1.6% (1)
Financial Technology (Fintech)
0.2% (1)

More comparisons for Bajaj Finserv Banking and Fina

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