EDELWEISS BALANCED ADVANTAGE FUND vs Mirae Asset Flexi Cap Fund
Edelweiss vs Mirae· Portfolio Overlap Analysis
45.4%High Overlap
38 common stocksRank #15422 / 20,000
Investor takeaway: At 45.4% 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 (38)
| Stock | Wt% in EDELWEISS BALANCED ADVANTAGE | Wt% in Mirae Asset Flexi Cap | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 4.86% | 4.82% | 4.82% |
Reliance Industries Ltd. Petroleum Products | 4.27% | 4.26% | 4.26% |
HDFC Bank Ltd. Banks | 3.74% | 6.63% | 3.74% |
State Bank of India Banks | 2.85% | 3.74% | 2.85% |
Bharti Airtel Ltd. Telecom - Services | 2.86% | 2.57% | 2.57% |
Larsen & Toubro Ltd. Construction | 3.08% | 2.42% | 2.42% |
Infosys Ltd. IT - Software | 2.48% | 2.32% | 2.32% |
Axis Bank Ltd. Banks | 1.58% | 1.99% | 1.58% |
Mahindra & Mahindra Ltd. Automobiles | 1.48% | 1.71% | 1.48% |
TVS Motor Company Ltd. Automobiles | 2.55% | 1.44% | 1.44% |
Tata Consultancy Services Ltd. IT - Software | 1.41% | 1.36% | 1.36% |
Multi Commodity Exchange Of India Ltd. Capital Markets | 1.13% | 1.66% | 1.13% |
Vedanta Ltd. Diversified Metals | 1.09% | 1.20% | 1.09% |
ITC Ltd. Diversified FMCG | 1.52% | 1.06% | 1.06% |
Titan Company Ltd. Consumer Durables | 1.05% | 1.16% | 1.05% |
Tech Mahindra Ltd. IT - Software | 1.16% | 0.94% | 0.94% |
Bajaj Finance Ltd. Finance | 1.83% | 0.92% | 0.92% |
NTPC Ltd. Power | 1.10% | 0.89% | 0.89% |
Ultratech Cement Ltd. Cement & Cement Products | 0.88% | 1.35% | 0.88% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 0.83% | 1.56% | 0.83% |
Eternal Ltd. Retailing | 0.70% | 0.79% | 0.70% |
Cholamandalam Financial Holdings Ltd. Finance | 0.69% | 1.18% | 0.69% |
Britannia Industries Ltd. Food Products | 0.66% | 1.05% | 0.66% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.10% | 0.56% | 0.56% |
InterGlobe Aviation Ltd. Transport Services | 0.50% | 0.51% | 0.50% |
SBI Life Insurance Company Ltd. Insurance | 0.49% | 1.20% | 0.49% |
Kotak Mahindra Bank Ltd. Banks | 0.62% | 0.48% | 0.48% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.96% | 0.46% | 0.46% |
Shriram Finance Ltd. Finance | 0.45% | 0.72% | 0.45% |
Oil & Natural Gas Corporation Ltd. Oil | 0.43% | 0.78% | 0.43% |
CG Power and Industrial Solutions Ltd. Electrical Equipment | 0.42% | 1.51% | 0.42% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 0.41% | 1.02% | 0.41% |
Schaeffler India Ltd. Auto Components | 0.39% | 1.10% | 0.39% |
Dr. Reddy's Laboratories Ltd. Pharmaceuticals & Biotechnology | 0.38% | 0.56% | 0.38% |
Brigade Enterprises Ltd. Realty | 0.25% | 0.32% | 0.25% |
The Phoenix Mills Ltd. Realty | 0.24% | 1.25% | 0.24% |
ICICI Prudential Asset Mgmt Co Ltd. Capital Markets | 0.17% | 1.11% | 0.17% |
Hero MotoCorp Ltd. Automobiles | 0.11% | 0.61% | 0.11% |
Unique to EDELWEISS BALANCED ADVANTAGE
All top holdings are shared with the other fund.
Unique to Mirae Asset Flexi Cap
- L&T Finance Ltd.1.79%
Sector Overlap Breakdown
Banks13.5% (5)
Petroleum Products4.7% (2)
IT - Software4.6% (3)
Automobiles3.0% (3)
Telecom - Services2.6% (1)
Construction2.4% (1)
Finance2.1% (3)
Pharmaceuticals & Biotechnology1.8% (3)
Capital Markets1.3% (2)
Diversified Metals1.1% (1)
Diversified FMCG1.1% (1)
Consumer Durables1.1% (1)
Power0.9% (1)
Cement & Cement Products0.9% (1)
Retailing0.7% (1)
Food Products0.7% (1)
Transport Services0.5% (1)
Insurance0.5% (1)
Realty0.5% (2)
Non - Ferrous Metals0.5% (1)
Oil0.4% (1)
Electrical Equipment0.4% (1)
Auto Components0.4% (1)
More comparisons for EDELWEISS BALANCED ADVANTAGE
- vs EDELWEISS LARGE CAP58.3% · 55 stocks
- vs IB33-GROWW NIFTY 200 ETF57.5% · 78 stocks
- vs ADITYA BIRLA SUN LIFE MSCI IND56.4% · 73 stocks
- vs Kotak MSCI India ETF56.4% · 73 stocks
- vs DSP MSCI India ETF56.2% · 73 stocks
More comparisons for Mirae Asset Flexi Cap
- vs CANARA ROBECO LARGE CAP51.6% · 35 stocks
- vs SBI BSE 100 ETF51.6% · 44 stocks
- vs CANARA ROBECO FLEXICAP51.1% · 33 stocks
- vs Axis Nifty 100 Index50.9% · 42 stocks
- vs Parag Parikh Large Cap50.9% · 42 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.