Bajaj Finserv Large Cap Fund vs EDELWEISS FOCUSED FUND
Bajaj vs Edelweiss· Portfolio Overlap Analysis
49.9%High Overlap
14 common stocksRank #10254 / 20,000
Investor takeaway: At 49.9% 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 (14)
| Stock | Wt% in Bajaj Finserv Large Cap | Wt% in EDELWEISS FOCUSED | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.48% | 6.77% | 6.77% |
ICICI Bank Limited Banks | 7.21% | 5.85% | 5.85% |
Reliance Industries Limited Petroleum Products | 4.95% | 5.70% | 4.95% |
State Bank of India Banks | 4.42% | 5.39% | 4.42% |
Larsen & Toubro Limited Construction | 3.94% | 5.99% | 3.94% |
NTPC Limited Power | 4.49% | 3.43% | 3.43% |
UltraTech Cement Limited Cement & Cement Products | 4.11% | 3.40% | 3.40% |
Titan Company Limited Consumer Durables | 3.17% | 2.77% | 2.77% |
TVS Motor Company Limited Automobiles | 3.06% | 2.70% | 2.70% |
Infosys Limited IT - Software | 2.58% | 3.21% | 2.58% |
Mahindra & Mahindra Limited Automobiles | 2.58% | 2.99% | 2.58% |
Shriram Finance Limited Finance | 2.52% | 5.13% | 2.52% |
Tata Steel Limited Ferrous Metals | 2.50% | 4.89% | 2.50% |
LG Electronics India Ltd Consumer Durables | 3.82% | 1.53% | 1.53% |
Unique to Bajaj Finserv Large Cap
- Divi's Laboratories Limited4.27%
- Sun Pharmaceutical Industries Limited3.88%
Unique to EDELWEISS FOCUSED
- Marico Ltd.4.40%
- KEI Industries Ltd.4.19%
Sector Overlap Breakdown
Banks17.0% (3)
Automobiles5.3% (2)
Petroleum Products5.0% (1)
Consumer Durables4.3% (2)
Construction3.9% (1)
Power3.4% (1)
Cement & Cement Products3.4% (1)
IT - Software2.6% (1)
Finance2.5% (1)
Ferrous Metals2.5% (1)
More comparisons for Bajaj Finserv Large Cap
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- vs Baroda BNP Paribas Nifty 50 In54.0% · 22 stocks
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- vs HDFC Nifty 50 Index54.0% · 22 stocks
More comparisons for EDELWEISS FOCUSED
- vs EDELWEISS FLEXI-CAP53.3% · 28 stocks
- vs CANARA ROBECO LARGE CAP52.0% · 23 stocks
- vs CANARA ROBECO FOCUSED50.7% · 15 stocks
- vs Axis Large Cap50.1% · 18 stocks
- vs NIPPON INDIA QUANT49.2% · 13 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.