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)
| Stock | Wt% in Bajaj Finserv Banking and Fina | Wt% in Mirae Asset Banking and Financ | Overlap |
|---|---|---|---|
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
Banks53.2% (7)
Finance5.6% (3)
Insurance1.6% (1)
Financial Technology (Fintech)0.2% (1)
More comparisons for Bajaj Finserv Banking and Fina
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More comparisons for Mirae Asset Banking and Financ
- vs HDFC Banking & Financial Servi66.1% · 15 stocks
- vs EDELWEISS FINANCIAL SERVICES63.2% · 16 stocks
- vs TATA NIFTY FINANCIAL SERVICES 63.2% · 10 stocks
- vs Mirae Asset Nifty Financial Se63.2% · 10 stocks
- vs Kotak Banking and Financial Se63.0% · 15 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.