EDELWEISS BALANCED ADVANTAGE FUND vs NIPPON INDIA LARGE CAP FUND
Edelweiss vs Nippon· Portfolio Overlap Analysis
45.4%High Overlap
34 common stocksRank #15475 / 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 (34)
| Stock | Wt% in EDELWEISS BALANCED ADVANTAGE | Wt% in NIPPON INDIA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 4.86% | 7.02% | 4.86% |
Reliance Industries Ltd. Petroleum Products | 4.27% | 5.30% | 4.27% |
HDFC Bank Ltd. Banks | 3.74% | 8.82% | 3.74% |
Larsen & Toubro Ltd. Construction | 3.08% | 4.24% | 3.08% |
State Bank of India Banks | 2.85% | 3.99% | 2.85% |
Infosys Ltd. IT - Software | 2.48% | 2.94% | 2.48% |
Bajaj Finance Ltd. Finance | 1.83% | 2.80% | 1.83% |
Axis Bank Ltd. Banks | 1.58% | 4.20% | 1.58% |
ITC Ltd. Diversified FMCG | 1.52% | 2.61% | 1.52% |
Mahindra & Mahindra Ltd. Automobiles | 1.48% | 2.44% | 1.48% |
Maruti Suzuki India Ltd. Automobiles | 1.44% | 2.31% | 1.44% |
Tata Consultancy Services Ltd. IT - Software | 1.41% | 2.41% | 1.41% |
GE Vernova T&D India Limited Electrical Equipment | 1.17% | 2.82% | 1.17% |
NTPC Ltd. Power | 1.10% | 2.48% | 1.10% |
HCL Technologies Ltd. IT - Software | 1.23% | 0.97% | 0.97% |
Vedanta Ltd. Diversified Metals | 1.09% | 0.92% | 0.92% |
Cholamandalam Investment & Finance Company Ltd. Finance | 1.10% | 0.91% | 0.91% |
Ultratech Cement Ltd. Cement & Cement Products | 0.88% | 1.42% | 0.88% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 0.83% | 1.05% | 0.83% |
Tata Steel Ltd. Ferrous Metals | 0.78% | 1.28% | 0.78% |
Hindustan Unilever Ltd. Diversified FMCG | 0.77% | 2.29% | 0.77% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.10% | 0.71% | 0.71% |
Eternal Ltd. Retailing | 0.70% | 1.10% | 0.70% |
Avenue Supermarts Ltd. Retailing | 0.70% | 1.90% | 0.70% |
Tech Mahindra Ltd. IT - Software | 1.16% | 0.66% | 0.66% |
Kotak Mahindra Bank Ltd. Banks | 0.62% | 2.02% | 0.62% |
HDFC Life Insurance Company Ltd. Insurance | 0.56% | 0.77% | 0.56% |
InterGlobe Aviation Ltd. Transport Services | 0.50% | 1.07% | 0.50% |
SBI Life Insurance Company Ltd. Insurance | 0.49% | 1.25% | 0.49% |
Samvardhana Motherson International Ltd. Auto Components | 0.46% | 1.65% | 0.46% |
Dr. Reddy's Laboratories Ltd. Pharmaceuticals & Biotechnology | 0.38% | 1.34% | 0.38% |
Trent Ltd. Retailing | 0.26% | 0.90% | 0.26% |
Dixon Technologies (India) Ltd. Consumer Durables | 0.26% | 0.36% | 0.26% |
Vishal Mega Mart Ltd Retailing | 0.20% | 0.69% | 0.20% |
Unique to EDELWEISS BALANCED ADVANTAGE
- Bharti Airtel Ltd.2.86%
- TVS Motor Company Ltd.2.55%
Unique to NIPPON INDIA LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks13.7% (5)
IT - Software5.5% (4)
Petroleum Products4.3% (1)
Construction3.1% (1)
Automobiles2.9% (2)
Finance2.7% (2)
Diversified FMCG2.3% (2)
Pharmaceuticals & Biotechnology1.9% (3)
Retailing1.9% (4)
Electrical Equipment1.2% (1)
Power1.1% (1)
Insurance1.1% (2)
Diversified Metals0.9% (1)
Cement & Cement Products0.9% (1)
Ferrous Metals0.8% (1)
Transport Services0.5% (1)
Auto Components0.5% (1)
Consumer Durables0.3% (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 NIPPON INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP66.2% · 35 stocks
- vs Parag Parikh Large Cap65.6% · 46 stocks
- vs Axis Nifty 100 Index65.6% · 46 stocks
- vs HDFC NIFTY 100 ETF65.6% · 46 stocks
- vs ICICI Prudential Nifty 100 ETF65.6% · 46 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.