Bajaj Finserv Banking and Financial Services Fund vs Mirae Asset Nifty Financial Services ETF
Bajaj vs Mirae· Portfolio Overlap Analysis
65.0%High Overlap
10 common stocksRank #3845 / 5,000
Investor takeaway: These funds overlap 65.0%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (10)
| Stock | Wt% in Bajaj Finserv Banking and Fina | Wt% in Mirae Asset Nifty Financial Se | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 16.42% | 16.73% | 16.42% |
ICICI Bank Limited Banks | 12.49% | 14.07% | 12.49% |
Axis Bank Limited Banks | 9.32% | 10.98% | 9.32% |
State Bank of India Banks | 8.44% | 12.24% | 8.44% |
Kotak Mahindra Bank Limited Banks | 6.96% | 9.23% | 6.96% |
Shriram Finance Limited Finance | 3.40% | 4.57% | 3.40% |
Jio Financial Services Limited Finance | 2.47% | 2.53% | 2.47% |
Bajaj Finserv Limited Finance | 1.92% | 3.44% | 1.92% |
BSE Limited Capital Markets | 1.87% | 3.34% | 1.87% |
Bajaj Finance Limited Finance | 1.71% | 7.99% | 1.71% |
Unique to Bajaj Finserv Banking and Fina
- The Federal Bank Limited4.41%
- Manappuram Finance Limited3.70%
- Go Digit General Insurance Limited2.69%
- RBL Bank Limited2.66%
Unique to Mirae Asset Nifty Financial Se
- SBI Life Insurance Co. Ltd.2.76%
Sector Overlap Breakdown
Banks53.6% (5)
Finance9.5% (4)
Capital Markets1.9% (1)
More comparisons for Bajaj Finserv Banking and Fina
- vs TATA NIFTY FINANCIAL SERVICES 65.0% · 10 stocks
- vs HDFC Banking & Financial Servi62.8% · 14 stocks
- vs Mirae Asset Banking and Financ60.6% · 12 stocks
More comparisons for Mirae Asset Nifty Financial Se
- vs TATA NIFTY FINANCIAL SERVICES 100.0% · 20 stocks
- vs HDFC Banking & Financial Servi69.2% · 10 stocks
- vs Kotak Banking and Financial Se69.0% · 12 stocks
- vs EDELWEISS FINANCIAL SERVICES68.1% · 13 stocks
- vs SBI Banking And Financial Serv65.5% · 13 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.