Baroda BNP Paribas Large Cap Fund vs IB01-Groww Large Cap Fund

Baroda BNP vs Groww· Portfolio Overlap Analysis

49.2%High Overlap
20 common stocksRank #10897 / 20,000

Investor takeaway: At 49.2% 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 (20)

StockWt% in Baroda BNP Paribas Large CapWt% in IB01-Groww Large CapOverlap
HDFC Bank Limited
Banks
6.66%7.80%6.66%
ICICI Bank Limited
Banks
5.97%8.30%5.97%
Larsen & Toubro Limited
Construction
4.67%6.74%4.67%
Reliance Industries Limited
Petroleum Products
5.99%4.31%4.31%
Bharti Airtel Limited
Telecom - Services
3.91%4.13%3.91%
State Bank of India
Banks
3.52%4.64%3.52%
Kotak Mahindra Bank Limited
Banks
2.83%2.47%2.47%
UltraTech Cement Limited
Cement & Cement Products
2.08%2.48%2.08%
Eternal Limited
Retailing
2.27%2.04%2.04%
Infosys Limited
IT - Software
2.48%2.03%2.03%
Eicher Motors Limited
Automobiles
1.64%1.88%1.64%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.84%1.54%1.54%
Bajaj Finance Limited
Finance
1.53%3.32%1.53%
Maruti Suzuki India Limited
Automobiles
1.37%1.92%1.37%
Axis Bank Limited
Banks
1.18%2.61%1.18%
Hindustan Unilever Limited
Diversified FMCG
1.44%1.15%1.15%
Bharat Electronics Limited
Aerospace & Defense
1.14%2.35%1.14%
NTPC Limited
Power
2.21%1.07%1.07%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.59%2.61%0.59%
Persistent Systems Limited
IT - Software
0.81%0.37%0.37%

Unique to Baroda BNP Paribas Large Cap

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

Unique to IB01-Groww Large Cap

  • Cummins India Limited3.39%

Sector Overlap Breakdown

Banks
19.8% (5)
Construction
4.7% (1)
Petroleum Products
4.3% (1)
Telecom - Services
3.9% (1)
Automobiles
3.0% (2)
IT - Software
2.4% (2)
Pharmaceuticals & Biotechnology
2.1% (2)
Cement & Cement Products
2.1% (1)
Retailing
2.0% (1)
Finance
1.5% (1)
Diversified FMCG
1.1% (1)
Aerospace & Defense
1.1% (1)
Power
1.1% (1)

More comparisons for Baroda BNP Paribas Large Cap

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