Baroda BNP Paribas Large Cap Fund vs EDELWEISS LARGE CAP FUND

Baroda BNP vs Edelweiss· Portfolio Overlap Analysis

53.5%High Overlap
28 common stocksRank #7465 / 20,000

Investor takeaway: At 53.5% 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 (28)

StockWt% in Baroda BNP Paribas Large CapWt% in EDELWEISS LARGE CAPOverlap
HDFC Bank Limited
Banks
6.66%7.59%6.66%
ICICI Bank Limited
Banks
5.97%6.63%5.97%
Reliance Industries Limited
Petroleum Products
5.99%5.51%5.51%
Larsen & Toubro Limited
Construction
4.67%4.35%4.35%
Bharti Airtel Limited
Telecom - Services
3.91%3.61%3.61%
State Bank of India
Banks
3.52%3.98%3.52%
Infosys Limited
IT - Software
2.48%2.78%2.48%
NTPC Limited
Power
2.21%2.23%2.21%
UltraTech Cement Limited
Cement & Cement Products
2.08%1.81%1.81%
Bajaj Finance Limited
Finance
1.53%3.30%1.53%
ITC Limited
Diversified FMCG
1.50%2.12%1.50%
Maruti Suzuki India Limited
Automobiles
1.37%1.64%1.37%
Titan Company Limited
Consumer Durables
1.27%2.09%1.27%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.84%1.18%1.18%
Axis Bank Limited
Banks
1.18%2.53%1.18%
Tata Consultancy Services Limited
IT - Software
1.80%1.11%1.11%
Tech Mahindra Limited
IT - Software
1.85%1.04%1.04%
HDFC Life Insurance Company Limited
Insurance
1.02%1.45%1.02%
Hindustan Unilever Limited
Diversified FMCG
1.44%0.90%0.90%
Nestle India Limited
Food Products
1.59%0.72%0.72%
Eternal Limited
Retailing
2.27%0.71%0.71%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
1.55%0.63%0.63%
Bharat Petroleum Corporation Limited
Petroleum Products
1.18%0.63%0.63%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.59%1.19%0.59%
Eicher Motors Limited
Automobiles
1.64%0.54%0.54%
Power Grid Corporation of India Limited
Power
1.22%0.51%0.51%
Kotak Mahindra Bank Limited
Banks
2.83%0.49%0.49%
ICICI Prudential Asset Management Company Limited
Capital Markets
0.49%0.57%0.49%

Unique to Baroda BNP Paribas Large Cap

  • Hitachi Energy India Limited4.16%
  • Vedanta Limited2.45%

Unique to EDELWEISS LARGE CAP

  • Mahindra & Mahindra Ltd.3.22%

Sector Overlap Breakdown

Banks
17.8% (5)
Petroleum Products
6.1% (2)
IT - Software
4.6% (3)
Construction
4.3% (1)
Telecom - Services
3.6% (1)
Power
2.7% (2)
Diversified FMCG
2.4% (2)
Automobiles
1.9% (2)
Cement & Cement Products
1.8% (1)
Pharmaceuticals & Biotechnology
1.8% (2)
Finance
1.5% (1)
Consumer Durables
1.3% (1)
Insurance
1.0% (1)
Food Products
0.7% (1)
Retailing
0.7% (1)
Agricultural, Commercial & Construction Vehicles
0.6% (1)
Capital Markets
0.5% (1)

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