EDELWEISS BSE SENSEX ETF vs NIPPON INDIA INDEX FUND - NIFTY 50 PLAN
Edelweiss vs Nippon· Portfolio Overlap Analysis
83.7%High Overlap
30 common stocksRank #2058 / 5,000
Investor takeaway: These funds overlap 83.7%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (30)
| Stock | Wt% in EDELWEISS BSE SENSEX ETF | Wt% in NIPPON INDIA INDEX FUND - NIFT | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 14.03% | 11.82% | 11.82% |
ICICI Bank Ltd. Banks | 10.23% | 8.57% | 8.57% |
Reliance Industries Ltd. Petroleum Products | 9.80% | 8.19% | 8.19% |
Bharti Airtel Ltd. Telecom - Services | 5.45% | 4.56% | 4.56% |
Larsen & Toubro Ltd. Construction | 5.20% | 4.37% | 4.37% |
State Bank of India Banks | 5.18% | 4.34% | 4.34% |
Infosys Ltd. IT - Software | 4.82% | 3.96% | 3.96% |
Axis Bank Ltd. Banks | 4.10% | 3.45% | 3.45% |
Kotak Mahindra Bank Ltd. Banks | 3.17% | 2.66% | 2.66% |
Mahindra & Mahindra Ltd. Automobiles | 3.16% | 2.64% | 2.64% |
ITC Ltd. Diversified FMCG | 3.14% | 2.63% | 2.63% |
Tata Consultancy Services Ltd. IT - Software | 2.77% | 2.34% | 2.34% |
Bajaj Finance Ltd. Finance | 2.70% | 2.30% | 2.30% |
Hindustan Unilever Ltd. Diversified FMCG | 2.17% | 1.81% | 1.81% |
Maruti Suzuki India Ltd. Automobiles | 2.03% | 1.70% | 1.70% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.91% | 1.60% | 1.60% |
NTPC Ltd. Power | 1.88% | 1.58% | 1.58% |
Titan Company Ltd. Consumer Durables | 1.84% | 1.55% | 1.55% |
Eternal Ltd. Retailing | 1.78% | 1.54% | 1.54% |
Tata Steel Ltd. Ferrous Metals | 1.82% | 1.53% | 1.53% |
Bharat Electronics Ltd. Aerospace & Defense | 1.65% | 1.39% | 1.39% |
Ultratech Cement Ltd. Cement & Cement Products | 1.55% | 1.31% | 1.31% |
HCL Technologies Ltd. IT - Software | 1.53% | 1.28% | 1.28% |
Power Grid Corporation of India Ltd. Power | 1.41% | 1.18% | 1.18% |
Bajaj Finserv Ltd. Finance | 1.19% | 0.99% | 0.99% |
Adani Ports & Special Economic Zone Ltd. Transport Infrastructure | 1.16% | 0.98% | 0.98% |
InterGlobe Aviation Ltd. Transport Services | 1.12% | 0.95% | 0.95% |
Asian Paints Ltd. Consumer Durables | 1.11% | 0.93% | 0.93% |
Tech Mahindra Ltd. IT - Software | 0.90% | 0.75% | 0.75% |
Trent Ltd. Retailing | 0.89% | 0.75% | 0.75% |
Unique to EDELWEISS BSE SENSEX ETF
All top holdings are shared with the other fund.
Unique to NIPPON INDIA INDEX FUND - NIFT
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks30.8% (5)
IT - Software8.3% (4)
Petroleum Products8.2% (1)
Telecom - Services4.6% (1)
Diversified FMCG4.4% (2)
Construction4.4% (1)
Automobiles4.3% (2)
Finance3.3% (2)
Power2.8% (2)
Consumer Durables2.5% (2)
Retailing2.3% (2)
Pharmaceuticals & Biotechnology1.6% (1)
Ferrous Metals1.5% (1)
Aerospace & Defense1.4% (1)
Cement & Cement Products1.3% (1)
Transport Infrastructure1.0% (1)
Transport Services0.9% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.