EDELWEISS ELSS TAX SAVER FUND vs ET
Edelweiss vs Canara Robeco· Portfolio Overlap Analysis
44.3%High Overlap
31 common stocksRank #17124 / 20,000
Investor takeaway: At 44.3% 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 (31)
| Stock | Wt% in EDELWEISS ELSS TAX SAVER | Wt% in ET | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 5.05% | 7.19% | 5.05% |
Reliance Industries Ltd. Petroleum Products | 4.91% | 3.98% | 3.98% |
Larsen & Toubro Ltd. Construction | 3.26% | 3.42% | 3.26% |
ICICI Bank Ltd. Banks | 3.21% | 6.76% | 3.21% |
Bharti Airtel Ltd. Telecom - Services | 3.59% | 3.12% | 3.12% |
State Bank of India Banks | 3.05% | 3.78% | 3.05% |
Infosys Ltd. IT - Software | 1.63% | 3.22% | 1.63% |
NTPC Ltd. Power | 2.12% | 1.38% | 1.38% |
BSE Ltd. Capital Markets | 2.15% | 1.35% | 1.35% |
Axis Bank Ltd. Banks | 1.32% | 2.76% | 1.32% |
Samvardhana Motherson International Ltd. Auto Components | 1.29% | 1.82% | 1.29% |
Ultratech Cement Ltd. Cement & Cement Products | 1.25% | 1.76% | 1.25% |
Mahindra & Mahindra Ltd. Automobiles | 1.88% | 1.24% | 1.24% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.56% | 1.18% | 1.18% |
Bharat Electronics Ltd. Aerospace & Defense | 2.23% | 1.02% | 1.02% |
Titan Company Ltd. Consumer Durables | 0.93% | 1.14% | 0.93% |
TVS Motor Company Ltd. Automobiles | 0.92% | 1.47% | 0.92% |
ITC Ltd. Diversified FMCG | 0.89% | 1.11% | 0.89% |
Tata Consultancy Services Ltd. IT - Software | 0.90% | 0.86% | 0.86% |
Maruti Suzuki India Ltd. Automobiles | 0.85% | 1.10% | 0.85% |
HCL Technologies Ltd. IT - Software | 1.09% | 0.84% | 0.84% |
KEI Industries Ltd. Industrial Products | 0.79% | 1.28% | 0.79% |
Cholamandalam Investment & Finance Company Ltd. Finance | 1.16% | 0.75% | 0.75% |
Tech Mahindra Ltd. IT - Software | 1.04% | 0.70% | 0.70% |
Max Healthcare Institute Ltd. Healthcare Services | 1.01% | 0.70% | 0.70% |
Karur Vysya Bank Ltd. Banks | 1.78% | 0.53% | 0.53% |
Bajaj Finance Ltd. Finance | 0.53% | 2.64% | 0.53% |
Trent Ltd. Retailing | 1.35% | 0.48% | 0.48% |
Divi's Laboratories Ltd. Pharmaceuticals & Biotechnology | 0.47% | 1.82% | 0.47% |
CG Power and Industrial Solutions Ltd. Electrical Equipment | 0.39% | 1.35% | 0.39% |
The Phoenix Mills Ltd. Realty | 0.32% | 0.90% | 0.32% |
Unique to EDELWEISS ELSS TAX SAVER
- Multi Commodity Exchange Of India Ltd.2.38%
- Muthoot Finance Ltd.2.17%
Unique to ET
- Ge Vernova T&D India Ltd2.31%
Sector Overlap Breakdown
Banks13.2% (5)
IT - Software4.0% (4)
Petroleum Products4.0% (1)
Construction3.3% (1)
Telecom - Services3.1% (1)
Automobiles3.0% (3)
Pharmaceuticals & Biotechnology1.6% (2)
Power1.4% (1)
Capital Markets1.4% (1)
Auto Components1.3% (1)
Finance1.3% (2)
Cement & Cement Products1.3% (1)
Aerospace & Defense1.0% (1)
Consumer Durables0.9% (1)
Diversified FMCG0.9% (1)
Industrial Products0.8% (1)
Healthcare Services0.7% (1)
Retailing0.5% (1)
Electrical Equipment0.4% (1)
Realty0.3% (1)
More comparisons for EDELWEISS ELSS TAX SAVER
- vs EDELWEISS FLEXI-CAP60.3% · 57 stocks
- vs EDELWEISS MULTI CAP57.6% · 67 stocks
- vs EDELWEISS LARGE & MID CAP54.5% · 58 stocks
- vs Axis Value53.4% · 47 stocks
- vs IB33-GROWW NIFTY 200 ETF53.1% · 66 stocks
More comparisons for ET
- vs CANARA ROBECO FLEXICAP73.8% · 52 stocks
- vs CANARA ROBECO LARGE CAP65.4% · 41 stocks
- vs HDFC NIFTY 100 ETF59.1% · 42 stocks
- vs Axis Nifty 100 Index59.1% · 42 stocks
- vs ICICI Prudential Nifty 100 ETF59.1% · 42 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.