EDELWEISS AGGRESSIVE HYBRID FUND vs Kotak Large Cap Fund
Edelweiss vs Kotak· Portfolio Overlap Analysis
45.0%High Overlap
30 common stocksRank #16162 / 20,000
Investor takeaway: At 45.0% 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 (30)
| Stock | Wt% in EDELWEISS AGGRESSIVE HYBRID | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 4.81% | 7.36% | 4.81% |
State Bank of India Banks | 4.29% | 4.83% | 4.29% |
HDFC Bank Ltd. Banks | 4.04% | 7.01% | 4.04% |
Bharti Airtel Ltd. Telecom - Services | 3.09% | 3.78% | 3.09% |
NTPC Ltd. Power | 2.69% | 2.89% | 2.69% |
Reliance Industries Ltd. Petroleum Products | 2.55% | 6.39% | 2.55% |
Infosys Ltd. IT - Software | 2.08% | 3.32% | 2.08% |
Bajaj Finance Ltd. Finance | 1.99% | 3.14% | 1.99% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.92% | 2.59% | 1.92% |
Tata Consultancy Services Ltd. IT - Software | 1.61% | 1.68% | 1.61% |
Larsen & Toubro Ltd. Construction | 1.48% | 4.22% | 1.48% |
Mahindra & Mahindra Ltd. Automobiles | 1.29% | 2.90% | 1.29% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 1.06% | 1.49% | 1.06% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.17% | 1.02% | 1.02% |
Axis Bank Ltd. Banks | 0.96% | 3.35% | 0.96% |
Bharat Electronics Ltd. Aerospace & Defense | 0.96% | 1.38% | 0.96% |
InterGlobe Aviation Ltd. Transport Services | 0.93% | 1.83% | 0.93% |
ITC Ltd. Diversified FMCG | 0.90% | 2.05% | 0.90% |
Solar Industries India Ltd. Chemicals & Petrochemicals | 0.89% | 1.53% | 0.89% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 0.81% | 0.93% | 0.81% |
Tech Mahindra Ltd. IT - Software | 0.77% | 1.04% | 0.77% |
Eternal Ltd. Retailing | 0.75% | 1.38% | 0.75% |
Ultratech Cement Ltd. Cement & Cement Products | 0.72% | 2.22% | 0.72% |
Hindustan Unilever Ltd. Diversified FMCG | 0.71% | 0.97% | 0.71% |
Maruti Suzuki India Ltd. Automobiles | 0.60% | 2.41% | 0.60% |
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 0.51% | 0.76% | 0.51% |
Mphasis Ltd. IT - Software | 0.42% | 0.62% | 0.42% |
Tata Steel Ltd. Ferrous Metals | 0.40% | 2.14% | 0.40% |
Swiggy Ltd. Retailing | 0.68% | 0.38% | 0.38% |
Coromandel International Ltd. Fertilizers & Agrochemicals | 0.32% | 1.22% | 0.32% |
Unique to EDELWEISS AGGRESSIVE HYBRID
All top holdings are shared with the other fund.
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks14.1% (4)
IT - Software4.9% (4)
Petroleum Products3.6% (2)
Telecom - Services3.1% (1)
Power2.7% (1)
Pharmaceuticals & Biotechnology2.4% (2)
Finance2.0% (1)
Automobiles1.9% (2)
Diversified FMCG1.6% (2)
Construction1.5% (1)
Retailing1.1% (2)
Non - Ferrous Metals1.0% (1)
Aerospace & Defense1.0% (1)
Transport Services0.9% (1)
Chemicals & Petrochemicals0.9% (1)
Healthcare Services0.8% (1)
Cement & Cement Products0.7% (1)
Ferrous Metals0.4% (1)
Fertilizers & Agrochemicals0.3% (1)
More comparisons for EDELWEISS AGGRESSIVE HYBRID
- vs EDELWEISS LARGE CAP49.2% · 43 stocks
- vs EDELWEISS BALANCED ADVANTAGE49.0% · 52 stocks
- vs Axis Value44.5% · 39 stocks
- vs IB33-GROWW NIFTY 200 ETF44.3% · 57 stocks
- vs EDELWEISS FLEXI-CAP44.3% · 37 stocks
More comparisons for Kotak Large Cap
- vs CANARA ROBECO LARGE CAP67.7% · 31 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY 5067.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 Index67.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 ETF67.1% · 28 stocks
- vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.