Bajaj Finserv Large Cap Fund vs EDELWEISS FLEXI-CAP FUND

Bajaj vs Edelweiss· Portfolio Overlap Analysis

46.8%High Overlap
21 common stocksRank #13631 / 20,000

Investor takeaway: At 46.8% 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 (21)

StockWt% in Bajaj Finserv Large CapWt% in EDELWEISS FLEXI-CAPOverlap
HDFC Bank Limited
Banks
7.48%6.07%6.07%
ICICI Bank Limited
Banks
7.21%4.84%4.84%
State Bank of India
Banks
4.42%3.48%3.48%
Reliance Industries Limited
Petroleum Products
4.95%3.46%3.46%
NTPC Limited
Power
4.49%3.40%3.40%
Larsen & Toubro Limited
Construction
3.94%3.23%3.23%
Tata Steel Limited
Ferrous Metals
2.50%2.62%2.50%
Infosys Limited
IT - Software
2.58%2.16%2.16%
UltraTech Cement Limited
Cement & Cement Products
4.11%2.12%2.12%
Bharti Airtel Limited
Telecom - Services
1.87%2.20%1.87%
Mahindra & Mahindra Limited
Automobiles
2.58%1.84%1.84%
Shriram Finance Limited
Finance
2.52%1.75%1.75%
Titan Company Limited
Consumer Durables
3.17%1.71%1.71%
Kotak Mahindra Bank Limited
Banks
2.99%1.52%1.52%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
4.27%1.49%1.49%
TVS Motor Company Limited
Automobiles
3.06%1.07%1.07%
LG Electronics India Ltd
Consumer Durables
3.82%1.04%1.04%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
3.88%1.02%1.02%
Axis Bank Limited
Banks
2.25%0.87%0.87%
Eternal Limited
Retailing
2.04%0.77%0.77%
Asian Paints Limited
Consumer Durables
1.47%0.55%0.55%

Unique to Bajaj Finserv Large Cap

All top holdings are shared with the other fund.

Unique to EDELWEISS FLEXI-CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
16.8% (5)
Petroleum Products
3.5% (1)
Power
3.4% (1)
Consumer Durables
3.3% (3)
Construction
3.2% (1)
Automobiles
2.9% (2)
Pharmaceuticals & Biotechnology
2.5% (2)
Ferrous Metals
2.5% (1)
IT - Software
2.2% (1)
Cement & Cement Products
2.1% (1)
Telecom - Services
1.9% (1)
Finance
1.8% (1)
Retailing
0.8% (1)

More comparisons for Bajaj Finserv Large Cap

More comparisons for EDELWEISS FLEXI-CAP

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