DSP ELSS Tax Saver Fund vs EDELWEISS LARGE CAP FUND
DSP vs Edelweiss· Portfolio Overlap Analysis
45.7%High Overlap
26 common stocksRank #15067 / 20,000
Investor takeaway: At 45.7% 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 (26)
| Stock | Wt% in DSP ELSS Tax Saver | Wt% in EDELWEISS LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.03% | 7.59% | 7.59% |
ICICI Bank Limited Banks | 8.06% | 6.63% | 6.63% |
State Bank of India Banks | 4.57% | 3.98% | 3.98% |
Bharti Airtel Limited Telecom - Services | 2.93% | 3.61% | 2.93% |
Infosys Limited IT - Software | 3.74% | 2.78% | 2.78% |
Axis Bank Limited Banks | 6.23% | 2.53% | 2.53% |
Mahindra & Mahindra Limited Automobiles | 2.53% | 3.22% | 2.53% |
Larsen & Toubro Limited Construction | 2.26% | 4.35% | 2.26% |
NTPC Limited Power | 1.85% | 2.23% | 1.85% |
ITC Limited Diversified FMCG | 1.23% | 2.12% | 1.23% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.41% | 1.18% | 1.18% |
Tata Consultancy Services Limited IT - Software | 2.26% | 1.11% | 1.11% |
UltraTech Cement Limited Cement & Cement Products | 1.11% | 1.81% | 1.11% |
Hindustan Unilever Limited Diversified FMCG | 1.55% | 0.90% | 0.90% |
Indus Towers Limited Telecom - Services | 1.60% | 0.83% | 0.83% |
SBI Life Insurance Company Limited Insurance | 1.34% | 0.76% | 0.76% |
Eternal Limited Retailing | 1.27% | 0.71% | 0.71% |
Bharat Petroleum Corporation Limited Petroleum Products | 1.78% | 0.63% | 0.63% |
Tata Motors Limited Agricultural, Commercial & Construction Vehicles | 0.94% | 0.63% | 0.63% |
Samvardhana Motherson International Limited Auto Components | 2.53% | 0.62% | 0.62% |
Asian Paints Limited Consumer Durables | 1.26% | 0.58% | 0.58% |
Kotak Mahindra Bank Limited Banks | 2.73% | 0.49% | 0.49% |
AU Small Finance Bank Limited Banks | 1.29% | 0.48% | 0.48% |
Fortis Healthcare Limited Healthcare Services | 1.23% | 0.47% | 0.47% |
Cholamandalam Investment and Finance Company Limited Finance | 0.72% | 0.47% | 0.47% |
Hindustan Petroleum Corporation Limited Petroleum Products | 0.96% | 0.38% | 0.38% |
Unique to DSP ELSS Tax Saver
All top holdings are shared with the other fund.
Unique to EDELWEISS LARGE CAP
- Reliance Industries Ltd.5.51%
- Bajaj Finance Ltd.3.30%
Sector Overlap Breakdown
Banks21.7% (6)
IT - Software3.9% (2)
Telecom - Services3.8% (2)
Automobiles2.5% (1)
Construction2.3% (1)
Diversified FMCG2.1% (2)
Power1.9% (1)
Pharmaceuticals & Biotechnology1.2% (1)
Cement & Cement Products1.1% (1)
Petroleum Products1.0% (2)
Insurance0.8% (1)
Retailing0.7% (1)
Agricultural, Commercial & Construction Vehicles0.6% (1)
Auto Components0.6% (1)
Consumer Durables0.6% (1)
Healthcare Services0.5% (1)
Finance0.5% (1)
More comparisons for DSP ELSS Tax Saver
- vs DSP Large & Mid Cap75.0% · 55 stocks
- vs DSP Flexi Cap57.6% · 34 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA52.6% · 25 stocks
- vs Baroda BNP Paribas Nifty 50 In52.2% · 20 stocks
- vs LIC MF NIFTY 50 ETF52.1% · 20 stocks
More comparisons for EDELWEISS LARGE CAP
- vs SBI BSE 100 ETF65.9% · 50 stocks
- vs CANARA ROBECO LARGE CAP65.6% · 40 stocks
- vs Axis Nifty 100 Index65.4% · 46 stocks
- vs HDFC NIFTY 100 ETF65.4% · 46 stocks
- vs Motilal Oswal Nifty 100 ETF65.4% · 46 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.