Bajaj Finserv Banking and Financial Services Fund vs EDELWEISS FINANCIAL SERVICES FUND
Bajaj vs Edelweiss· Portfolio Overlap Analysis
57.4%High Overlap
13 common stocksRank #6029 / 20,000
Investor takeaway: At 57.4% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (13)
| Stock | Wt% in Bajaj Finserv Banking and Fina | Wt% in EDELWEISS FINANCIAL SERVICES | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 16.42% | 11.25% | 11.25% |
ICICI Bank Limited Banks | 12.49% | 10.29% | 10.29% |
Axis Bank Limited Banks | 9.32% | 8.90% | 8.90% |
State Bank of India Banks | 8.44% | 11.20% | 8.44% |
Kotak Mahindra Bank Limited Banks | 6.96% | 6.64% | 6.64% |
Shriram Finance Limited Finance | 3.40% | 5.98% | 3.40% |
The Federal Bank Limited Banks | 4.41% | 1.99% | 1.99% |
BSE Limited Capital Markets | 1.87% | 4.92% | 1.87% |
Bajaj Finance Limited Finance | 1.71% | 2.85% | 1.71% |
Jio Financial Services Limited Finance | 2.47% | 1.18% | 1.18% |
CreditAccess Grameen Limited Finance | 0.97% | 1.94% | 0.97% |
PB Fintech Limited Financial Technology (Fintech) | 0.50% | 0.98% | 0.50% |
Max Financial Services Limited Insurance | 0.26% | 4.82% | 0.26% |
Unique to Bajaj Finserv Banking and Fina
- Manappuram Finance Limited3.70%
- Go Digit General Insurance Limited2.69%
- RBL Bank Limited2.66%
Unique to EDELWEISS FINANCIAL SERVICES
- SBI Life Insurance Company Ltd.5.27%
- Cholamandalam Investment & Finance Company Ltd.3.04%
Sector Overlap Breakdown
Banks47.5% (6)
Finance7.3% (4)
Capital Markets1.9% (1)
Financial Technology (Fintech)0.5% (1)
Insurance0.3% (1)
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More comparisons for EDELWEISS FINANCIAL SERVICES
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.