EDELWEISS AGGRESSIVE HYBRID FUND vs IB33-GROWW NIFTY 200 ETF

Edelweiss vs Groww· Portfolio Overlap Analysis

44.3%High Overlap
57 common stocksRank #17099 / 20,000

Investor takeaway: At 44.3% 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 (57)

StockWt% in EDELWEISS AGGRESSIVE HYBRIDWt% in IB33-GROWW NIFTY 200 ETFOverlap
ICICI Bank Ltd.
Banks
4.81%5.82%4.81%
HDFC Bank Ltd.
Banks
4.04%8.03%4.04%
Bharti Airtel Ltd.
Telecom - Services
3.09%3.09%3.09%
State Bank of India
Banks
4.29%2.95%2.95%
Reliance Industries Ltd.
Petroleum Products
2.55%5.56%2.55%
Infosys Ltd.
IT - Software
2.08%2.69%2.08%
Tata Consultancy Services Ltd.
IT - Software
1.61%1.59%1.59%
Bajaj Finance Ltd.
Finance
1.99%1.56%1.56%
Larsen & Toubro Ltd.
Construction
1.48%2.97%1.48%
Mahindra & Mahindra Ltd.
Automobiles
1.29%1.79%1.29%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.92%1.09%1.09%
NTPC Ltd.
Power
2.69%1.07%1.07%
Axis Bank Ltd.
Banks
0.96%2.34%0.96%
Bharat Electronics Ltd.
Aerospace & Defense
0.96%0.94%0.94%
ITC Ltd.
Diversified FMCG
0.90%1.79%0.90%
Hindalco Industries Ltd.
Non - Ferrous Metals
1.17%0.79%0.79%
Eternal Ltd.
Retailing
0.75%1.05%0.75%
Ultratech Cement Ltd.
Cement & Cement Products
0.72%0.88%0.72%
Hindustan Unilever Ltd.
Diversified FMCG
0.71%1.23%0.71%
BSE Ltd.
Capital Markets
0.80%0.65%0.65%
InterGlobe Aviation Ltd.
Transport Services
0.93%0.64%0.64%
Maruti Suzuki India Ltd.
Automobiles
0.60%1.15%0.60%
Oil & Natural Gas Corporation Ltd.
Oil
0.55%0.64%0.55%
TVS Motor Company Ltd.
Automobiles
0.73%0.53%0.53%
Tech Mahindra Ltd.
IT - Software
0.77%0.51%0.51%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.70%0.48%0.48%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
0.81%0.47%0.47%
Bharat Petroleum Corporation Ltd.
Petroleum Products
1.06%0.44%0.44%
Tata Steel Ltd.
Ferrous Metals
0.40%1.04%0.40%
Bajaj Finserv Ltd.
Finance
0.37%0.67%0.37%
Indus Towers Ltd.
Telecom - Services
0.51%0.35%0.35%
Avenue Supermarts Ltd.
Retailing
1.05%0.33%0.33%
AU Small Finance Bank Ltd.
Banks
0.57%0.32%0.32%
Canara Bank
Banks
0.74%0.31%0.31%
Fortis Healthcare Ltd.
Healthcare Services
0.84%0.29%0.29%
Torrent Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
0.51%0.27%0.27%
Hindustan Petroleum Corporation Ltd.
Petroleum Products
0.75%0.25%0.25%
Marico Ltd.
Agricultural Food & other Products
0.59%0.25%0.25%
Swiggy Ltd.
Retailing
0.68%0.24%0.24%
Union Bank of India
Banks
0.66%0.23%0.23%
SRF Ltd.
Chemicals & Petrochemicals
0.30%0.22%0.22%
Muthoot Finance Ltd.
Finance
1.26%0.21%0.21%
Indian Bank
Banks
0.80%0.21%0.21%
UPL Ltd.
Fertilizers & Agrochemicals
0.60%0.21%0.21%
Glenmark Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
0.98%0.19%0.19%
Solar Industries India Ltd.
Chemicals & Petrochemicals
0.89%0.19%0.19%
Shree Cement Ltd.
Cement & Cement Products
0.53%0.19%0.19%
Vodafone Idea Ltd.
Telecom - Services
0.45%0.17%0.17%
Biocon Ltd.
Pharmaceuticals & Biotechnology
1.34%0.16%0.16%
Mphasis Ltd.
IT - Software
0.42%0.15%0.15%
Coromandel International Ltd.
Fertilizers & Agrochemicals
0.32%0.15%0.15%
Steel Authority of India Ltd.
Ferrous Metals
1.03%0.14%0.14%
MRF Ltd.
Auto Components
0.58%0.09%0.09%
Bharti Hexacom Ltd.
Telecom - Services
0.50%0.07%0.07%
Bharat Dynamics Ltd.
Aerospace & Defense
0.37%0.07%0.07%
Premier Energies Ltd.
Electrical Equipment
0.53%0.05%0.05%
Ashok Leyland Ltd.
Agricultural, Commercial & Construction Vehicles
0.00%0.36%0.00%

Unique to EDELWEISS AGGRESSIVE HYBRID

All top holdings are shared with the other fund.

Unique to IB33-GROWW NIFTY 200 ETF

  • Kotak Mahindra Bank Limited1.80%

Sector Overlap Breakdown

Banks
13.8% (8)
IT - Software
4.3% (4)
Telecom - Services
3.7% (4)
Petroleum Products
3.2% (3)
Automobiles
2.4% (3)
Pharmaceuticals & Biotechnology
2.2% (5)
Finance
2.1% (3)
Diversified FMCG
1.6% (2)
Construction
1.5% (1)
Retailing
1.3% (3)
Power
1.1% (1)
Aerospace & Defense
1.0% (2)
Cement & Cement Products
0.9% (2)
Non - Ferrous Metals
0.8% (1)
Healthcare Services
0.8% (2)
Capital Markets
0.7% (1)
Transport Services
0.6% (1)
Oil
0.6% (1)
Ferrous Metals
0.5% (2)
Chemicals & Petrochemicals
0.4% (2)
Fertilizers & Agrochemicals
0.4% (2)
Agricultural Food & other Products
0.3% (1)
Auto Components
0.1% (1)
Electrical Equipment
0.1% (1)
Agricultural, Commercial & Construction Vehicles
0.0% (1)

More comparisons for EDELWEISS AGGRESSIVE HYBRID

More comparisons for IB33-GROWW NIFTY 200 ETF

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