Mahindra Manulife Aggressive Hybrid Fund vs Mahindra Manulife Large Cap Fund

Mahindra vs Mahindra· Portfolio Overlap Analysis

60.7%High Overlap

41 common stocksRank #4965 / 5,000

Investor takeaway: These funds overlap 60.7%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (41)

Stock	Wt% in Mahindra Manulife Aggressive H	Wt% in Mahindra Manulife Large Cap	Overlap
HDFC Bank Limited Banks	5.78%	8.55%	5.78%
ICICI Bank Limited Banks	5.76%	9.06%	5.76%
Reliance Industries Limited Petroleum Products	4.19%	7.77%	4.19%
Bajaj Finserv Limited Finance	2.99%	4.73%	2.99%
Infosys Limited IT - Software	2.93%	4.41%	2.93%
Axis Bank Limited Banks	2.68%	4.28%	2.68%
State Bank of India Banks	2.20%	3.83%	2.20%
Tata Consultancy Services Limited IT - Software	2.10%	3.29%	2.10%
Larsen & Toubro Limited Construction	1.98%	4.33%	1.98%
Hindustan Unilever Limited Diversified FMCG	1.65%	3.00%	1.65%
Mahindra & Mahindra Limited Automobiles	1.58%	2.62%	1.58%
Bharti Airtel Limited Telecom - Services	1.56%	3.90%	1.56%
Kotak Mahindra Bank Ltd Banks	1.40%	1.77%	1.40%
Shriram Finance Limited Finance	1.23%	1.80%	1.23%
Oil & Natural Gas Corporation Limited Oil	1.20%	1.46%	1.20%
Avenue Supermarts Limited Retailing	1.18%	1.46%	1.18%
Titan Company Limited Consumer Durables	1.17%	1.89%	1.17%
NTPC Limited Power	1.06%	2.17%	1.06%
Indus Towers Limited Telecom - Services	1.02%	1.29%	1.02%
Havells India Limited Consumer Durables	1.01%	1.56%	1.01%
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles	1.01%	1.45%	1.01%
Britannia Industries Limited Food Products	0.99%	1.42%	0.99%
IndusInd Bank Limited Banks	0.97%	1.44%	0.97%
Tech Mahindra Limited IT - Software	0.96%	1.55%	0.96%
TVS Motor Company Limited Automobiles	0.92%	1.39%	0.92%
ICICI Prudential Life Insurance Company Limited Insurance	0.91%	1.48%	0.91%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.85%	1.08%	0.85%
Pidilite Industries Limited Chemicals & Petrochemicals	0.84%	1.41%	0.84%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	0.78%	0.87%	0.78%
Tata Capital Limited Finance	0.77%	1.05%	0.77%
Nestle India Limited Food Products	0.73%	1.02%	0.73%
Info Edge India Ltd Retailing	0.72%	0.78%	0.72%
Trent Limited Retailing	0.71%	0.90%	0.71%
Jubilant Foodworks Limited Leisure Services	0.71%	0.88%	0.71%
Hyundai Motor India Ltd Automobiles	0.69%	0.88%	0.69%
ICICI Lombard General Insurance Company Limited Insurance	0.66%	0.87%	0.66%
LG Electronics India Ltd Consumer Durables	0.71%	0.65%	0.65%
Swiggy Limited Retailing	0.63%	0.74%	0.63%
SRF Limited Chemicals & Petrochemicals	0.58%	0.87%	0.58%
DLF Limited Realty	0.50%	0.79%	0.50%
K.P.R. Mill Limited Textiles & Apparels	0.65%	0.46%	0.46%

Unique to Mahindra Manulife Aggressive H

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

18.8% (6)

IT - Software

6.0% (3)

Finance

5.0% (3)

Petroleum Products

4.2% (1)

Retailing

3.2% (4)

Automobiles

3.2% (3)

Consumer Durables

2.8% (3)

Telecom - Services

2.6% (2)

Construction

2.0% (1)

Food Products

1.7% (2)

Diversified FMCG

1.6% (1)

Pharmaceuticals & Biotechnology

1.6% (2)

Insurance

1.6% (2)

Chemicals & Petrochemicals

1.4% (2)

Oil

1.2% (1)

Power

1.1% (1)

Agricultural, Commercial & Construction Vehicles

1.0% (1)

Leisure Services

0.7% (1)

Realty

0.5% (1)

Textiles & Apparels

0.5% (1)

More comparisons for Mahindra Manulife Aggressive H

vs Mahindra Manulife Flexi Cap61.0% · 51 stocks

More comparisons for Mahindra Manulife Large Cap

vs Mahindra Manulife Flexi Cap64.6% · 31 stocks
vs HDFC NIFTY 50 ETF64.1% · 23 stocks
vs HDFC Nifty 50 Index64.1% · 23 stocks
vs ICICI Prudential Nifty 50 ETF64.1% · 23 stocks
vs Mirae Asset Nifty 50 ETF64.1% · 23 stocks

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