Mahindra Manulife Large Cap Fund vs SBI Nifty Index Fund
Mahindra vs SBI· Portfolio Overlap Analysis
64.1%High Overlap
23 common stocksRank #3959 / 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)
| Stock | Wt% in Mahindra Manulife Large Cap | Wt% in SBI Nifty Index | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 9.06% | 8.58% | 8.58% |
HDFC Bank Limited Banks | 8.55% | 11.83% | 8.55% |
Reliance Industries Limited Petroleum Products | 7.77% | 8.20% | 7.77% |
Larsen & Toubro Limited Construction | 4.33% | 4.38% | 4.33% |
Infosys Limited IT - Software | 4.41% | 3.97% | 3.97% |
Bharti Airtel Limited Telecom - Services | 3.90% | 4.56% | 3.90% |
State Bank of India Banks | 3.83% | 4.34% | 3.83% |
Axis Bank Limited Banks | 4.28% | 3.45% | 3.45% |
Mahindra & Mahindra Limited Automobiles | 2.62% | 2.64% | 2.62% |
Tata Consultancy Services Limited IT - Software | 3.29% | 2.35% | 2.35% |
Hindustan Unilever Limited Diversified FMCG | 3.00% | 1.81% | 1.81% |
Kotak Mahindra Bank Ltd Banks | 1.77% | 2.66% | 1.77% |
NTPC Limited Power | 2.17% | 1.58% | 1.58% |
Titan Company Limited Consumer Durables | 1.89% | 1.56% | 1.56% |
Shriram Finance Limited Finance | 1.80% | 1.32% | 1.32% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.08% | 1.60% | 1.08% |
Bajaj Finserv Limited Finance | 4.73% | 0.99% | 0.99% |
Oil & Natural Gas Corporation Limited Oil | 1.46% | 0.95% | 0.95% |
Grasim Industries Limited Cement & Cement Products | 1.75% | 0.93% | 0.93% |
Nestle India Limited Food Products | 1.02% | 0.81% | 0.81% |
Tech Mahindra Limited IT - Software | 1.55% | 0.75% | 0.75% |
Trent Limited Retailing | 0.90% | 0.75% | 0.75% |
Power Grid Corporation of India Limited Power | 0.49% | 1.18% | 0.49% |
Unique to Mahindra Manulife Large Cap
All top holdings are shared with the other fund.
Unique to SBI Nifty Index
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks26.2% (5)
Petroleum Products7.8% (1)
IT - Software7.1% (3)
Construction4.3% (1)
Telecom - Services3.9% (1)
Automobiles2.6% (1)
Finance2.3% (2)
Power2.1% (2)
Diversified FMCG1.8% (1)
Consumer Durables1.6% (1)
Pharmaceuticals & Biotechnology1.1% (1)
Oil0.9% (1)
Cement & Cement Products0.9% (1)
Food Products0.8% (1)
Retailing0.8% (1)
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
More comparisons for SBI Nifty Index
- vs HDFC NIFTY 50 ETF100.0% · 50 stocks
- vs HDFC Nifty 50 Index100.0% · 50 stocks
- vs ICICI Prudential Nifty 50 ETF100.0% · 50 stocks
- vs Mirae Asset Nifty 50 ETF100.0% · 50 stocks
- vs SBI Nifty 50 ETF100.0% · 50 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.