EDELWEISS ARBITRAGE FUND vs Kotak Arbitrage Fund

Edelweiss vs Kotak· Portfolio Overlap Analysis

45.8%High Overlap
162 common stocksRank #14817 / 20,000

Investor takeaway: At 45.8% 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 (162)

StockWt% in EDELWEISS ARBITRAGEWt% in Kotak ArbitrageOverlap
HDFC Bank Ltd.
Banks
6.19%6.93%6.19%
ICICI Bank Ltd.
Banks
3.07%2.90%2.90%
Reliance Industries Ltd.
Petroleum Products
2.20%2.50%2.20%
JSW Steel Ltd.
Ferrous Metals
2.29%1.99%1.99%
Vodafone Idea Ltd.
Telecom - Services
2.54%1.51%1.51%
Eternal Ltd.
Retailing
2.30%1.51%1.51%
Axis Bank Ltd.
Banks
1.30%1.47%1.30%
ITC Ltd.
Diversified FMCG
1.37%1.29%1.29%
Vedanta Ltd.
Diversified Metals
1.60%0.97%0.97%
Grasim Industries Ltd.
Cement & Cement Products
0.92%1.15%0.92%
Jio Financial Services Ltd.
Finance
0.92%0.83%0.83%
Oil & Natural Gas Corporation Ltd.
Oil
0.79%0.74%0.74%
Indus Towers Ltd.
Telecom - Services
0.81%0.72%0.72%
Kotak Mahindra Bank Ltd.
Banks
0.72%1.58%0.72%
Mahindra & Mahindra Ltd.
Automobiles
0.71%0.73%0.71%
Britannia Industries Ltd.
Food Products
0.74%0.69%0.69%
Tata Steel Ltd.
Ferrous Metals
0.69%0.74%0.69%
REC Ltd.
Finance
0.67%0.72%0.67%
Maruti Suzuki India Ltd.
Automobiles
0.72%0.63%0.63%
Hindustan Aeronautics Ltd.
Aerospace & Defense
0.60%0.60%0.60%
GAIL (India) Ltd.
Gas
0.56%0.64%0.56%
Adani Energy Solutions Ltd.
Power
0.86%0.52%0.52%
Aurobindo Pharma Ltd.
Pharmaceuticals & Biotechnology
0.84%0.48%0.48%
Steel Authority of India Ltd.
Ferrous Metals
2.03%0.44%0.44%
Punjab National Bank
Banks
0.65%0.41%0.41%
Delhivery Ltd.
Transport Services
0.43%0.40%0.40%
Titan Company Ltd.
Consumer Durables
0.38%0.41%0.38%
Adani Green Energy Ltd.
Power
0.76%0.35%0.35%
Nestle India Ltd.
Food Products
0.46%0.34%0.34%
NTPC Ltd.
Power
0.33%1.01%0.33%
Yes Bank Ltd.
Banks
0.76%0.32%0.32%
Adani Ports & Special Economic Zone Ltd.
Transport Infrastructure
0.31%0.60%0.31%
Canara Bank
Banks
0.70%0.30%0.30%
Bajaj Finserv Ltd.
Finance
0.30%0.71%0.30%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
0.30%0.81%0.30%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
0.29%0.97%0.29%
NMDC Ltd.
Minerals & Mining
1.99%0.27%0.27%
UPL Ltd.
Fertilizers & Agrochemicals
0.45%0.27%0.27%
LIC Housing Finance Ltd.
Finance
0.33%0.27%0.27%
Bandhan Bank Ltd.
Banks
0.27%0.31%0.27%
State Bank of India
Banks
0.27%0.49%0.27%
Glenmark Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
1.37%0.25%0.25%
Manappuram Finance Ltd.
Finance
0.33%0.25%0.25%
Hindustan Petroleum Corporation Ltd.
Petroleum Products
0.81%0.24%0.24%
DLF Ltd.
Realty
0.58%0.24%0.24%
InterGlobe Aviation Ltd.
Transport Services
0.48%0.24%0.24%
Laurus Labs Ltd.
Pharmaceuticals & Biotechnology
0.24%0.52%0.24%
Hindustan Zinc Ltd.
Non - Ferrous Metals
0.24%0.65%0.24%
Polycab India Ltd.
Industrial Products
0.72%0.23%0.23%
Fortis Healthcare Ltd.
Healthcare Services
0.40%0.23%0.23%
Crompton Greaves Cons Electrical Ltd.
Consumer Durables
0.44%0.22%0.22%
Power Finance Corporation Ltd.
Finance
0.27%0.22%0.22%
GMR Airports Ltd.
Transport Infrastructure
0.22%0.22%0.22%
Bajaj Finance Ltd.
Finance
0.22%0.40%0.22%
Eicher Motors Ltd.
Automobiles
0.22%0.43%0.22%
ICICI Prudential Life Insurance Co Ltd.
Insurance
0.22%0.38%0.22%
Tata Consumer Products Ltd.
Agricultural Food & other Products
0.22%0.48%0.22%
Sammaan Capital Ltd.
Finance
0.41%0.21%0.21%
Shriram Finance Ltd.
Finance
0.36%0.21%0.21%
Container Corporation Of India Ltd.
Transport Services
0.21%0.21%0.21%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.21%0.32%0.21%
TVS Motor Company Ltd.
Automobiles
0.20%0.70%0.20%
HDFC Life Insurance Company Ltd.
Insurance
0.20%0.41%0.20%
Bharat Heavy Electricals Ltd.
Electrical Equipment
0.19%0.61%0.19%
Tech Mahindra Ltd.
IT - Software
0.19%0.39%0.19%
Max Financial Services Ltd.
Insurance
0.18%0.52%0.18%
PB Fintech Ltd.
Financial Technology (Fintech)
0.17%0.44%0.17%
Ambuja Cements Ltd.
Cement & Cement Products
0.17%0.45%0.17%
Bharat Electronics Ltd.
Aerospace & Defense
0.62%0.16%0.16%
Patanjali Foods Ltd.
Agricultural Food & other Products
0.44%0.16%0.16%
VARUN BEVERAGES LIMITED
Beverages
0.40%0.15%0.15%
Exide Industries Ltd.
Auto Components
0.34%0.15%0.15%
Havells India Ltd.
Consumer Durables
0.18%0.15%0.15%
Ultratech Cement Ltd.
Cement & Cement Products
0.14%0.32%0.14%
Prestige Estates Projects Ltd.
Realty
0.14%0.16%0.14%
Suzlon Energy Ltd.
Electrical Equipment
0.13%0.29%0.13%
Solar Industries India Ltd.
Chemicals & Petrochemicals
0.42%0.12%0.12%
Bank of Baroda
Banks
0.16%0.12%0.12%
UNO Minda Ltd.
Auto Components
0.12%0.34%0.12%
Biocon Ltd.
Pharmaceuticals & Biotechnology
0.12%0.12%0.12%
Lodha Developers Ltd.
Realty
0.14%0.11%0.11%
Dr. Reddy's Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.11%0.44%0.11%
APL Apollo Tubes Ltd.
Industrial Products
0.40%0.10%0.10%
Mphasis Ltd.
IT - Software
0.13%0.10%0.10%
Coforge Ltd.
IT - Software
0.10%0.71%0.10%
Hindalco Industries Ltd.
Non - Ferrous Metals
0.10%0.32%0.10%
Inox Wind Ltd.
Electrical Equipment
0.47%0.09%0.09%
The Indian Hotels Company Ltd.
Leisure Services
0.21%0.09%0.09%
Sona BLW Precision Forgings Ltd.
Auto Components
0.10%0.09%0.09%
One 97 Communications Ltd.
Financial Technology (Fintech)
0.09%0.50%0.09%
Asian Paints Ltd.
Consumer Durables
0.22%0.08%0.08%
Cholamandalam Investment & Finance Company Ltd.
Finance
0.08%0.98%0.08%
FSN E-Commerce Ventures Ltd.
Retailing
0.08%0.31%0.08%
Kalyan Jewellers India Ltd.
Consumer Durables
0.32%0.07%0.07%
PNB Housing Finance Ltd.
Finance
0.19%0.07%0.07%
Larsen & Toubro Ltd.
Construction
0.07%0.73%0.07%
Life Insurance Corporation of India
Insurance
0.07%0.12%0.07%
IDFC First Bank Ltd.
Banks
0.07%0.21%0.07%
Trent Ltd.
Retailing
0.07%0.08%0.07%
Marico Ltd.
Agricultural Food & other Products
0.68%0.06%0.06%
Indian Oil Corporation Ltd.
Petroleum Products
0.19%0.06%0.06%
Godrej Consumer Products Ltd.
Personal Products
0.16%0.06%0.06%
Power Grid Corporation of India Ltd.
Power
0.06%0.53%0.06%
Muthoot Finance Ltd.
Finance
0.06%0.30%0.06%
Max Healthcare Institute Ltd.
Healthcare Services
0.06%0.11%0.06%
Dalmia Bharat Ltd.
Cement & Cement Products
0.06%0.08%0.06%
Dixon Technologies (India) Ltd.
Consumer Durables
0.06%0.09%0.06%
Godrej Properties Ltd.
Realty
0.25%0.05%0.05%
Hero MotoCorp Ltd.
Automobiles
0.05%0.39%0.05%
Syngene International Ltd.
Healthcare Services
0.05%0.09%0.05%
Tata Motors Passenger Vehicles Ltd.
Automobiles
0.05%0.09%0.05%
Bank of India
Banks
0.23%0.04%0.04%
Bharat Forge Ltd.
Auto Components
0.21%0.04%0.04%
National Buildings Construction Corporation Ltd.
Construction
0.16%0.04%0.04%
United Spirits Ltd.
Beverages
0.11%0.04%0.04%
KPIT Technologies Ltd.
IT - Software
0.06%0.04%0.04%
SBI Life Insurance Company Ltd.
Insurance
0.04%0.45%0.04%
Alkem Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.04%0.10%0.04%
JSW Energy Ltd.
Power
0.56%0.03%0.03%
Kaynes Technology India Ltd.
Industrial Manufacturing
0.03%0.09%0.03%
National Aluminium Company Ltd.
Non - Ferrous Metals
0.03%0.36%0.03%
Samvardhana Motherson International Ltd.
Auto Components
0.03%0.05%0.03%
Bharti Airtel Ltd.
Telecom - Services
0.03%1.80%0.03%
The Phoenix Mills Ltd.
Realty
0.03%0.19%0.03%
IndusInd Bank Ltd.
Banks
0.03%0.03%0.03%
Tata Power Company Ltd.
Power
0.03%0.26%0.03%
RBL Bank Ltd.
Banks
0.47%0.02%0.02%
Mazagon Dock Shipbuilders Ltd.
Industrial Manufacturing
0.15%0.02%0.02%
360 One Wam Ltd.
Capital Markets
0.03%0.02%0.02%
Blue Star Ltd.
Consumer Durables
0.02%0.05%0.02%
Indian Bank
Banks
0.02%0.05%0.02%
Computer Age Management Services Ltd.
Capital Markets
0.02%0.05%0.02%
Hitachi Energy India Ltd.
Electrical Equipment
0.02%0.02%0.02%
HDFC Asset Management Company Ltd.
Capital Markets
0.02%0.12%0.02%
CG Power and Industrial Solutions Ltd.
Electrical Equipment
0.02%0.07%0.02%
Lupin Ltd.
Pharmaceuticals & Biotechnology
0.02%0.13%0.02%
Petronet LNG Ltd.
Gas
0.34%0.01%0.01%
BSE Ltd.
Capital Markets
0.06%0.01%0.01%
Angel One Ltd.
Capital Markets
0.01%0.03%0.01%
Jindal Steel Ltd.
Ferrous Metals
0.01%0.07%0.01%
Bajaj Holdings & Investment Ltd.
Finance
0.01%0.10%0.01%
Cummins India Ltd.
Industrial Products
0.01%0.35%0.01%
Bharat Petroleum Corporation Ltd.
Petroleum Products
0.01%0.22%0.01%
Adani Enterprises Ltd.
Metals & Minerals Trading
0.01%0.57%0.01%
Dabur India Ltd.
Personal Products
0.01%0.23%0.01%
Hindustan Unilever Ltd.
Diversified FMCG
0.01%0.02%0.01%
Indian Energy Exchange Ltd.
Capital Markets
0.01%0.10%0.01%
Siemens Ltd.
Electrical Equipment
0.01%0.03%0.01%
Info Edge (India) Ltd.
Retailing
0.01%0.11%0.01%
Tata Consultancy Services Ltd.
IT - Software
0.04%0.00%0.00%
Tube Investments Of India Ltd.
Auto Components
0.03%0.00%0.00%
Pidilite Industries Ltd.
Chemicals & Petrochemicals
0.02%0.00%0.00%
Aditya Birla Capital Ltd.
Finance
0.01%0.00%0.00%
ABB India Ltd.
Electrical Equipment
0.00%0.19%0.00%
Zydus Lifesciences Ltd.
Pharmaceuticals & Biotechnology
0.00%0.07%0.00%
PG Electroplast Ltd.
Consumer Durables
0.00%0.05%0.00%
Waaree Energies Ltd.
Electrical Equipment
0.00%0.10%0.00%
Bosch Ltd.
Auto Components
0.00%0.20%0.00%
Cipla Ltd.
Pharmaceuticals & Biotechnology
0.00%0.02%0.00%
Premier Energies Ltd.
Electrical Equipment
0.00%0.00%0.00%
Oil India Ltd.
Oil
0.00%0.05%0.00%
NHPC Ltd.
Power
0.00%0.27%0.00%

Unique to EDELWEISS ARBITRAGE

All top holdings are shared with the other fund.

Unique to Kotak Arbitrage

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
13.0% (15)
Finance
3.4% (14)
Ferrous Metals
3.1% (4)
Petroleum Products
2.5% (4)
Telecom - Services
2.3% (3)
Automobiles
1.9% (6)
Pharmaceuticals & Biotechnology
1.8% (11)
Retailing
1.7% (4)
Power
1.3% (7)
Diversified FMCG
1.3% (2)
Cement & Cement Products
1.3% (4)
Food Products
1.0% (2)
Consumer Durables
1.0% (8)
Diversified Metals
1.0% (1)
Transport Services
0.8% (3)
Aerospace & Defense
0.8% (2)
Oil
0.7% (2)
Insurance
0.7% (5)
Healthcare Services
0.6% (4)
Gas
0.6% (2)
Realty
0.6% (5)
Transport Infrastructure
0.5% (2)
Electrical Equipment
0.5% (9)
Agricultural Food & other Products
0.4% (3)
IT - Software
0.4% (5)
Auto Components
0.4% (7)
Non - Ferrous Metals
0.4% (3)
Industrial Products
0.3% (3)
Minerals & Mining
0.3% (1)
Fertilizers & Agrochemicals
0.3% (1)
Financial Technology (Fintech)
0.3% (2)
Beverages
0.2% (2)
Chemicals & Petrochemicals
0.1% (2)
Construction
0.1% (2)
Leisure Services
0.1% (1)
Capital Markets
0.1% (6)
Personal Products
0.1% (2)
Industrial Manufacturing
0.1% (2)
Metals & Minerals Trading
0.0% (1)

More comparisons for EDELWEISS ARBITRAGE

More comparisons for Kotak Arbitrage

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