HDFC NIFTY 50 ETF vs Mahindra Manulife Large Cap Fund

HDFC vs Mahindra· Portfolio Overlap Analysis

64.1%High Overlap
23 common stocksRank #3954 / 5,000

Investor takeaway: These funds overlap 64.1%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (23)

StockWt% in HDFC NIFTY 50 ETFWt% in Mahindra Manulife Large CapOverlap
ICICI Bank Ltd.
Banks
8.58%9.06%8.58%
HDFC Bank Ltd.
Banks
11.83%8.55%8.55%
Reliance Industries Ltd.
Petroleum Products
8.20%7.77%7.77%
Larsen and Toubro Ltd.
Construction
4.38%4.33%4.33%
Infosys Limited
IT - Software
3.97%4.41%3.97%
Bharti Airtel Ltd.
Telecom - Services
4.56%3.90%3.90%
State Bank of India
Banks
4.34%3.83%3.83%
Axis Bank Ltd.
Banks
3.45%4.28%3.45%
Mahindra & Mahindra Ltd.
Automobiles
2.64%2.62%2.62%
Tata Consultancy Services Ltd.
IT - Software
2.35%3.29%2.35%
Hindustan Unilever Ltd.
Diversified FMCG
1.81%3.00%1.81%
Kotak Mahindra Bank Limited
Banks
2.66%1.77%1.77%
NTPC Limited
Power
1.58%2.17%1.58%
Titan Company Ltd.
Consumer Durables
1.56%1.89%1.56%
Shriram Finance Ltd.
Finance
1.32%1.80%1.32%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.60%1.08%1.08%
Bajaj Finserv Ltd.
Finance
0.99%4.73%0.99%
Oil & Natural Gas Corporation Ltd.
Oil
0.95%1.46%0.95%
Grasim Industries Ltd.
Cement & Cement Products
0.93%1.75%0.93%
Nestle India Ltd.
Food Products
0.81%1.02%0.81%
Tech Mahindra Ltd.
IT - Software
0.75%1.55%0.75%
Trent Ltd.
Retailing
0.75%0.90%0.75%
Power Grid Corporation of India Ltd.
Power
1.18%0.49%0.49%

Unique to HDFC NIFTY 50 ETF

All top holdings are shared with the other fund.

Unique to Mahindra Manulife Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
26.2% (5)
Petroleum Products
7.8% (1)
IT - Software
7.1% (3)
Construction
4.3% (1)
Telecom - Services
3.9% (1)
Automobiles
2.6% (1)
Finance
2.3% (2)
Power
2.1% (2)
Diversified FMCG
1.8% (1)
Consumer Durables
1.6% (1)
Pharmaceuticals & Biotechnology
1.1% (1)
Oil
0.9% (1)
Cement & Cement Products
0.9% (1)
Food Products
0.8% (1)
Retailing
0.8% (1)

More comparisons for HDFC NIFTY 50 ETF

More comparisons for Mahindra Manulife Large Cap

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