Bajaj Finserv Large Cap Fund vs EDELWEISS LARGE CAP FUND
Bajaj vs Edelweiss· Portfolio Overlap Analysis
50.9%High Overlap
22 common stocksRank #9161 / 20,000
Investor takeaway: At 50.9% 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 (22)
| Stock | Wt% in Bajaj Finserv Large Cap | Wt% in EDELWEISS LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.48% | 7.59% | 7.48% |
ICICI Bank Limited Banks | 7.21% | 6.63% | 6.63% |
Reliance Industries Limited Petroleum Products | 4.95% | 5.51% | 4.95% |
State Bank of India Banks | 4.42% | 3.98% | 3.98% |
Larsen & Toubro Limited Construction | 3.94% | 4.35% | 3.94% |
Infosys Limited IT - Software | 2.58% | 2.78% | 2.58% |
Mahindra & Mahindra Limited Automobiles | 2.58% | 3.22% | 2.58% |
Axis Bank Limited Banks | 2.25% | 2.53% | 2.25% |
NTPC Limited Power | 4.49% | 2.23% | 2.23% |
Titan Company Limited Consumer Durables | 3.17% | 2.09% | 2.09% |
Bharti Airtel Limited Telecom - Services | 1.87% | 3.61% | 1.87% |
UltraTech Cement Limited Cement & Cement Products | 4.11% | 1.81% | 1.81% |
Apollo Hospitals Enterprise Limited Healthcare Services | 3.75% | 1.81% | 1.81% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 3.88% | 1.18% | 1.18% |
TVS Motor Company Limited Automobiles | 3.06% | 0.90% | 0.90% |
Indus Towers Limited Telecom - Services | 3.54% | 0.83% | 0.83% |
Nestle India Limited Food Products | 3.42% | 0.72% | 0.72% |
Godrej Consumer Products Limited Personal Products | 2.54% | 0.71% | 0.71% |
Eternal Limited Retailing | 2.04% | 0.71% | 0.71% |
Asian Paints Limited Consumer Durables | 1.47% | 0.58% | 0.58% |
Tata Steel Limited Ferrous Metals | 2.50% | 0.57% | 0.57% |
Kotak Mahindra Bank Limited Banks | 2.99% | 0.49% | 0.49% |
Unique to Bajaj Finserv Large Cap
- Divi's Laboratories Limited4.27%
- LG Electronics India Ltd3.82%
Unique to EDELWEISS LARGE CAP
- Bajaj Finance Ltd.3.30%
Sector Overlap Breakdown
Banks20.8% (5)
Petroleum Products5.0% (1)
Construction3.9% (1)
Automobiles3.5% (2)
Telecom - Services2.7% (2)
Consumer Durables2.7% (2)
IT - Software2.6% (1)
Power2.2% (1)
Cement & Cement Products1.8% (1)
Healthcare Services1.8% (1)
Pharmaceuticals & Biotechnology1.2% (1)
Food Products0.7% (1)
Personal Products0.7% (1)
Retailing0.7% (1)
Ferrous Metals0.6% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.