BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - DIRECT PLAN GROWTH vs Bandhan Aggressive Hybrid Fund-Direct Plan Growth — portfolio overlap

6.41% of these two portfolios is the same. These portfolios are almost entirely distinct. Holding both gives genuinely different exposure.

Portfolio overlap

6.41%

Stocks held by both

11

Only in Bank of India Mutual Fund's fund

94

Only in Bandhan Mutual Fund's fund

87

Overlap is weighted: for every stock both funds hold, we take the smaller of the two weights and add them up. So two funds each holding 5% of the same stock overlap by 5 points, not 10. Cash and equivalents (repo, TREPS, receivables) are excluded — nearly every fund holds them, and shared cash is not shared conviction.

Stocks both funds hold

StockSectorIn Bank of India Mutual Fund'sIn Bandhan Mutual Fund'sShared
One 97 Communications LtdIndustrials0.94%1.35%0.94%
Sterlite Technologies LtdTechnology1.83%0.86%0.86%
GE T&D India LtdIndustrials1.02%0.76%0.76%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR II 7.47 BD 05SP29 FVRS1LACFinancial1.07%0.68%0.68%
AXIS BANK LIMITED CD 16OCT26Financial0.87%0.66%0.66%
Glenmark Pharmaceuticals LtdHealthcare1.95%0.65%0.65%
Vishal Mega Mart Ltd.Consumer Staples0.76%0.49%0.49%
SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA CD 11JUN27Financial0.55%0.45%0.45%
Bharti Hexacom Ltd.Technology0.39%0.53%0.39%
TORRENT PHARMACEUTICALS LTD SR 2 7.60 NCD 19JN29 FVRS1LACHealthcare0.29%0.52%0.29%
Ethos LtdConsumer Discretionary0.51%0.24%0.24%

Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 108 and 101 holdings respectively — not live positions.