Baroda BNP Paribas Retirement Fund vs EDELWEISS FLEXI-CAP FUND

Baroda BNP vs Edelweiss· Portfolio Overlap Analysis

46.0%High Overlap
36 common stocksRank #14548 / 20,000

Investor takeaway: At 46.0% 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 (36)

StockWt% in Baroda BNP Paribas RetirementWt% in EDELWEISS FLEXI-CAPOverlap
HDFC Bank Limited
Banks
4.95%6.07%4.95%
ICICI Bank Limited
Banks
3.68%4.84%3.68%
Reliance Industries Limited
Petroleum Products
2.89%3.46%2.89%
Larsen & Toubro Limited
Construction
2.34%3.23%2.34%
Bharti Airtel Limited
Telecom - Services
1.98%2.20%1.98%
Infosys Limited
IT - Software
1.72%2.16%1.72%
Titan Company Limited
Consumer Durables
1.70%1.71%1.70%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.72%1.49%1.49%
UltraTech Cement Limited
Cement & Cement Products
1.48%2.12%1.48%
State Bank of India
Banks
1.37%3.48%1.37%
Multi Commodity Exchange of India Limited
Capital Markets
1.32%1.84%1.32%
Kotak Mahindra Bank Limited
Banks
1.31%1.52%1.31%
Fortis Healthcare Limited
Healthcare Services
1.31%1.52%1.31%
Mahindra & Mahindra Limited
Automobiles
1.18%1.84%1.18%
AU Small Finance Bank Limited
Banks
1.17%1.19%1.17%
TVS Motor Company Limited
Automobiles
1.34%1.07%1.07%
Britannia Industries Limited
Food Products
1.73%1.06%1.06%
City Union Bank Limited
Banks
1.08%1.05%1.05%
Max Healthcare Institute Limited
Healthcare Services
0.94%1.02%0.94%
Vishal Mega Mart Limited
Retailing
1.02%0.93%0.93%
Maruti Suzuki India Limited
Automobiles
0.98%0.92%0.92%
Hindalco Industries Limited
Non - Ferrous Metals
1.12%0.91%0.91%
Axis Bank Limited
Banks
1.47%0.87%0.87%
Radico Khaitan Limited
Beverages
1.07%0.87%0.87%
Bharat Electronics Limited
Aerospace & Defense
0.79%1.15%0.79%
Eternal Limited
Retailing
1.65%0.77%0.77%
Bajaj Finance Limited
Finance
0.76%1.97%0.76%
Cholamandalam Investment and Finance Company Ltd
Finance
1.05%0.74%0.74%
Persistent Systems Limited
IT - Software
0.89%0.68%0.68%
GE Vernova T&D India Limited
Electrical Equipment
1.42%0.67%0.67%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
1.27%0.65%0.65%
Tech Mahindra Limited
IT - Software
1.48%0.56%0.56%
LTIMindtree Limited
IT - Software
0.75%0.55%0.55%
PB Fintech Limited
Financial Technology (Fintech)
0.79%0.51%0.51%
Navin Fluorine International Limited
Chemicals & Petrochemicals
1.40%0.47%0.47%
Cummins India Limited
Industrial Products
1.28%0.34%0.34%

Unique to Baroda BNP Paribas Retirement

  • Hitachi Energy India Limited1.86%

Unique to EDELWEISS FLEXI-CAP

  • NTPC Ltd.3.40%
  • Tata Steel Ltd.2.62%

Sector Overlap Breakdown

Banks
14.4% (7)
IT - Software
3.5% (4)
Automobiles
3.2% (3)
Petroleum Products
2.9% (1)
Construction
2.3% (1)
Healthcare Services
2.3% (2)
Telecom - Services
2.0% (1)
Consumer Durables
1.7% (1)
Retailing
1.7% (2)
Finance
1.5% (2)
Pharmaceuticals & Biotechnology
1.5% (1)
Cement & Cement Products
1.5% (1)
Capital Markets
1.3% (1)
Food Products
1.1% (1)
Non - Ferrous Metals
0.9% (1)
Beverages
0.9% (1)
Aerospace & Defense
0.8% (1)
Electrical Equipment
0.7% (1)
Agricultural, Commercial & Construction Vehicles
0.7% (1)
Financial Technology (Fintech)
0.5% (1)
Chemicals & Petrochemicals
0.5% (1)
Industrial Products
0.3% (1)

More comparisons for Baroda BNP Paribas Retirement

More comparisons for EDELWEISS FLEXI-CAP

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