HDFC Banking & Financial Services Fund vs Mahindra Manulife Banking & Financial Services Fund
HDFC vs Mahindra· Portfolio Overlap Analysis
65.1%High Overlap
17 common stocksRank #3808 / 5,000
Investor takeaway: These funds overlap 65.1%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (17)
| Stock | Wt% in HDFC Banking & Financial Servi | Wt% in Mahindra Manulife Banking & Fi | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 13.99% | 13.27% | 13.27% |
HDFC Bank Ltd. Banks | 16.63% | 11.61% | 11.61% |
Axis Bank Ltd. Banks | 8.71% | 8.52% | 8.52% |
State Bank of India Banks | 7.46% | 6.69% | 6.69% |
Bajaj Finance Ltd. Finance | 4.36% | 5.89% | 4.36% |
Kotak Mahindra Bank Limited Banks | 8.13% | 4.08% | 4.08% |
Shriram Finance Ltd. Finance | 4.89% | 3.34% | 3.34% |
SBI Life Insurance Company Ltd. Insurance | 3.12% | 2.45% | 2.45% |
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED Capital Markets | 1.98% | 2.75% | 1.98% |
Max Financial Services Ltd. Insurance | 1.61% | 2.52% | 1.61% |
Equitas Small Finance Bank Ltd Banks | 1.53% | 2.34% | 1.53% |
Karur Vysya Bank Ltd. Banks | 2.33% | 1.41% | 1.41% |
Bandhan Bank Ltd. Banks | 1.37% | 1.68% | 1.37% |
PNB Housing Finance Ltd. Finance | 1.17% | 0.97% | 0.97% |
ICICI Lombard General Insurance Co Insurance | 2.21% | 0.75% | 0.75% |
Multi Commodity Exchange of India L Capital Markets | 0.70% | 2.58% | 0.70% |
PB Fintech Limited Financial Technology (Fintech) | 0.77% | 0.49% | 0.49% |
Unique to HDFC Banking & Financial Servi
- Au Small Finance Bank Ltd.2.97%
Unique to Mahindra Manulife Banking & Fi
- Aditya Birla Capital Limited3.06%
- Ujjivan Small Finance Bank Limited2.88%
- Cholamandalam Investment and Finance Company Limited2.87%
Sector Overlap Breakdown
Banks48.5% (8)
Finance8.7% (3)
Insurance4.8% (3)
Capital Markets2.7% (2)
Financial Technology (Fintech)0.5% (1)
More comparisons for HDFC Banking & Financial Servi
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- vs TATA NIFTY FINANCIAL SERVICES 69.2% · 10 stocks
- vs Mirae Asset Nifty Financial Se69.2% · 10 stocks
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- vs Mirae Asset Banking and Financ66.1% · 15 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 DSP Banking & Financial Servic63.8% · 22 stocks
- vs Baroda BNP Paribas Banking & F63.2% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.