Bajaj Finserv Large Cap Fund vs IB01-Groww Large Cap Fund
Bajaj vs Groww· Portfolio Overlap Analysis
49.5%High Overlap
17 common stocksRank #10698 / 20,000
Investor takeaway: At 49.5% 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 (17)
| Stock | Wt% in Bajaj Finserv Large Cap | Wt% in IB01-Groww Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.48% | 7.80% | 7.48% |
ICICI Bank Limited Banks | 7.21% | 8.30% | 7.21% |
State Bank of India Banks | 4.42% | 4.64% | 4.42% |
Reliance Industries Limited Petroleum Products | 4.95% | 4.31% | 4.31% |
Larsen & Toubro Limited Construction | 3.94% | 6.74% | 3.94% |
Mahindra & Mahindra Limited Automobiles | 2.58% | 2.60% | 2.58% |
UltraTech Cement Limited Cement & Cement Products | 4.11% | 2.48% | 2.48% |
Kotak Mahindra Bank Limited Banks | 2.99% | 2.47% | 2.47% |
Axis Bank Limited Banks | 2.25% | 2.61% | 2.25% |
Eternal Limited Retailing | 2.04% | 2.04% | 2.04% |
Infosys Limited IT - Software | 2.58% | 2.03% | 2.03% |
Bharti Airtel Limited Telecom - Services | 1.87% | 4.13% | 1.87% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 3.88% | 1.54% | 1.54% |
Apollo Hospitals Enterprise Limited Healthcare Services | 3.75% | 1.48% | 1.48% |
Tata Steel Limited Ferrous Metals | 2.50% | 1.27% | 1.27% |
NTPC Limited Power | 4.49% | 1.07% | 1.07% |
Shriram Finance Limited Finance | 2.52% | 1.03% | 1.03% |
Unique to Bajaj Finserv Large Cap
- Divi's Laboratories Limited4.27%
- LG Electronics India Ltd3.82%
Unique to IB01-Groww Large Cap
- Cummins India Limited3.39%
- Bajaj Finance Limited3.32%
- Torrent Pharmaceuticals Limited2.61%
Sector Overlap Breakdown
Banks23.8% (5)
Petroleum Products4.3% (1)
Construction3.9% (1)
Automobiles2.6% (1)
Cement & Cement Products2.5% (1)
Retailing2.0% (1)
IT - Software2.0% (1)
Telecom - Services1.9% (1)
Pharmaceuticals & Biotechnology1.5% (1)
Healthcare Services1.5% (1)
Ferrous Metals1.3% (1)
Power1.1% (1)
Finance1.0% (1)
More comparisons for Bajaj Finserv Large Cap
- vs Axis Large Cap54.6% · 20 stocks
- vs Kotak Large Cap54.5% · 20 stocks
- vs Baroda BNP Paribas Nifty 50 In54.0% · 22 stocks
- vs HDFC NIFTY 50 ETF54.0% · 22 stocks
- vs HDFC Nifty 50 Index54.0% · 22 stocks
More comparisons for IB01-Groww Large Cap
- vs CANARA ROBECO LARGE CAP62.7% · 26 stocks
- vs Axis Large Cap62.6% · 26 stocks
- vs IB03-Groww Aggressive Hybrid62.0% · 32 stocks
- vs Baroda BNP Paribas Nifty 50 In61.4% · 25 stocks
- vs HDFC NIFTY 50 ETF61.3% · 25 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.