Mutual funds holding both Mahindra & Mahindra and Sharda Motor Industries

Comparing mutual fund co-ownership helps identify hidden asset concentration. Our reverse lookup database shows that 7 mutual funds hold active equity positions in both Mahindra & Mahindra and Sharda Motor Industries. The scheme with the highest combined exposure is ICICI Prudential Transportation and Logistics Fund (ICICI Pru MF), which holds a 13.16% stake in Mahindra & Mahindra and a 1.32% stake in Sharda Motor Industries, amounting to a combined conviction weight of 14.49%.

When multiple mutual funds in your portfolio double-up on the same stock pairs, it limits your diversification benefits. If you also hold either of these companies directly in your demat account, your aggregate exposure is amplified. This co-ownership pattern is standard among index-tracking products but represents active, concentrated strategies in equity schemes.