Baroda BNP Paribas Banking & Financial Services Fund vs EDELWEISS FINANCIAL SERVICES FUND

Baroda BNP vs Edelweiss· Portfolio Overlap Analysis

58.4%High Overlap
13 common stocksRank #5684 / 20,000

Investor takeaway: At 58.4% 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)

StockWt% in Baroda BNP Paribas Banking & FWt% in EDELWEISS FINANCIAL SERVICESOverlap
HDFC Bank Limited
Banks
11.75%11.25%11.25%
ICICI Bank Limited
Banks
8.69%10.29%8.69%
State Bank of India
Banks
8.22%11.20%8.22%
Axis Bank Limited
Banks
7.33%8.90%7.33%
Kotak Mahindra Bank Limited
Banks
6.81%6.64%6.64%
Shriram Finance Limited
Finance
3.40%5.98%3.40%
Bajaj Finance Limited
Finance
4.02%2.85%2.85%
SBI Life Insurance Company Limited
Insurance
2.57%5.27%2.57%
Karur Vysya Bank Limited
Banks
2.22%2.47%2.22%
Cholamandalam Investment and Finance Company Ltd
Finance
2.18%3.04%2.18%
The Federal Bank Limited
Banks
1.51%1.99%1.51%
Canara Bank
Banks
4.37%1.04%1.04%
Multi Commodity Exchange of India Limited
Capital Markets
2.46%0.51%0.51%

Unique to Baroda BNP Paribas Banking & F

  • IndusInd Bank Limited5.43%

Unique to EDELWEISS FINANCIAL SERVICES

  • BSE Ltd.4.92%
  • Max Financial Services Ltd.4.82%

Sector Overlap Breakdown

Banks
46.9% (8)
Finance
8.4% (3)
Insurance
2.6% (1)
Capital Markets
0.5% (1)

More comparisons for Baroda BNP Paribas Banking & F

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