Baroda BNP Paribas Banking & Financial Services Fund vs Mahindra Manulife Banking & Financial Services Fund
Baroda BNP vs Mahindra· Portfolio Overlap Analysis
63.2%High Overlap
18 common stocksRank #4279 / 5,000
Investor takeaway: These funds overlap 63.2%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (18)
| Stock | Wt% in Baroda BNP Paribas Banking & F | Wt% in Mahindra Manulife Banking & Fi | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 11.75% | 11.61% | 11.61% |
ICICI Bank Limited Banks | 8.69% | 13.27% | 8.69% |
Axis Bank Limited Banks | 7.33% | 8.52% | 7.33% |
State Bank of India Banks | 8.22% | 6.69% | 6.69% |
Kotak Mahindra Bank Limited Banks | 6.81% | 4.08% | 4.08% |
Bajaj Finance Limited Finance | 4.02% | 5.89% | 4.02% |
Shriram Finance Limited Finance | 3.40% | 3.34% | 3.34% |
Multi Commodity Exchange of India Limited Capital Markets | 2.46% | 2.58% | 2.46% |
SBI Life Insurance Company Limited Insurance | 2.57% | 2.45% | 2.45% |
Ujjivan Small Finance Bank Limited Banks | 2.28% | 2.88% | 2.28% |
Cholamandalam Investment and Finance Company Ltd Finance | 2.18% | 2.87% | 2.18% |
ICICI Prudential Asset Management Company Limited Capital Markets | 1.67% | 2.75% | 1.67% |
Karur Vysya Bank Limited Banks | 2.22% | 1.41% | 1.41% |
IIFL Finance Limited Finance | 2.19% | 1.38% | 1.38% |
IDFC First Bank Limited Banks | 1.11% | 1.28% | 1.11% |
Aditya Birla Capital Limited Finance | 1.09% | 3.06% | 1.09% |
ICICI Lombard General Insurance Company Limited Insurance | 1.32% | 0.75% | 0.75% |
Prudent Corporate Advisory Services Limited Capital Markets | 1.19% | 0.70% | 0.70% |
Unique to Baroda BNP Paribas Banking & F
- IndusInd Bank Limited5.43%
- Canara Bank4.37%
Unique to Mahindra Manulife Banking & Fi
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks43.2% (8)
Finance12.0% (5)
Capital Markets4.8% (3)
Insurance3.2% (2)
More comparisons for Baroda BNP Paribas Banking & F
- vs HDFC Banking & Financial Servi62.5% · 15 stocks
- vs Kotak Banking and Financial Se61.0% · 16 stocks
More comparisons for Mahindra Manulife Banking & Fi
- vs ADITYA BIRLA SUN LIFE BANKING 65.2% · 18 stocks
- vs Kotak Banking and Financial Se65.2% · 17 stocks
- vs HDFC Banking & Financial Servi65.1% · 17 stocks
- vs DSP Banking & Financial Servic63.8% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.