EDELWEISS ELSS TAX SAVER FUND vs IB01-Groww Large Cap Fund
Edelweiss vs Groww· Portfolio Overlap Analysis
45.2%High Overlap
28 common stocksRank #15814 / 20,000
Investor takeaway: At 45.2% 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 (28)
| Stock | Wt% in EDELWEISS ELSS TAX SAVER | Wt% in IB01-Groww Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 5.05% | 7.80% | 5.05% |
Reliance Industries Ltd. Petroleum Products | 4.91% | 4.31% | 4.31% |
Bharti Airtel Ltd. Telecom - Services | 3.59% | 4.13% | 3.59% |
Larsen & Toubro Ltd. Construction | 3.26% | 6.74% | 3.26% |
ICICI Bank Ltd. Banks | 3.21% | 8.30% | 3.21% |
State Bank of India Banks | 3.05% | 4.64% | 3.05% |
Bharat Electronics Ltd. Aerospace & Defense | 2.23% | 2.35% | 2.23% |
Mahindra & Mahindra Ltd. Automobiles | 1.88% | 2.60% | 1.88% |
Infosys Ltd. IT - Software | 1.63% | 2.03% | 1.63% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.56% | 1.54% | 1.54% |
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 1.44% | 2.61% | 1.44% |
Axis Bank Ltd. Banks | 1.32% | 2.61% | 1.32% |
Ultratech Cement Ltd. Cement & Cement Products | 1.25% | 2.48% | 1.25% |
Kotak Mahindra Bank Ltd. Banks | 1.22% | 2.47% | 1.22% |
Samvardhana Motherson International Ltd. Auto Components | 1.29% | 1.18% | 1.18% |
Cholamandalam Investment & Finance Company Ltd. Finance | 1.16% | 2.45% | 1.16% |
NTPC Ltd. Power | 2.12% | 1.07% | 1.07% |
Shriram Finance Ltd. Finance | 1.45% | 1.03% | 1.03% |
Max Healthcare Institute Ltd. Healthcare Services | 1.01% | 0.93% | 0.93% |
Maruti Suzuki India Ltd. Automobiles | 0.85% | 1.92% | 0.85% |
Hindustan Unilever Ltd. Diversified FMCG | 0.84% | 1.15% | 0.84% |
Tata Steel Ltd. Ferrous Metals | 0.75% | 1.27% | 0.75% |
Bank of Baroda Banks | 0.62% | 1.58% | 0.62% |
Bajaj Finance Ltd. Finance | 0.53% | 3.32% | 0.53% |
Coforge Ltd. IT - Software | 0.64% | 0.52% | 0.52% |
Persistent Systems Ltd. IT - Software | 0.88% | 0.37% | 0.37% |
Swiggy Ltd. Retailing | 0.34% | 0.44% | 0.34% |
KWALITY WALL'S INDIA LTD Food Products | 0.01% | 0.01% | 0.01% |
Unique to EDELWEISS ELSS TAX SAVER
- Multi Commodity Exchange Of India Ltd.2.38%
- Muthoot Finance Ltd.2.17%
- BSE Ltd.2.15%
Unique to IB01-Groww Large Cap
- Cummins India Limited3.39%
Sector Overlap Breakdown
Banks14.5% (6)
Petroleum Products4.3% (1)
Telecom - Services3.6% (1)
Construction3.3% (1)
Pharmaceuticals & Biotechnology3.0% (2)
Automobiles2.7% (2)
Finance2.7% (3)
IT - Software2.5% (3)
Aerospace & Defense2.2% (1)
Cement & Cement Products1.3% (1)
Auto Components1.2% (1)
Power1.1% (1)
Healthcare Services0.9% (1)
Diversified FMCG0.8% (1)
Ferrous Metals0.8% (1)
Retailing0.3% (1)
Food Products0.0% (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 IB01-Groww Large Cap
- vs CANARA ROBECO LARGE CAP62.7% · 26 stocks
- vs Axis Large Cap62.6% · 26 stocks
- vs IB03-Groww Aggressive Hybrid62.0% · 32 stocks
- vs Baroda BNP Paribas Nifty 50 In61.4% · 25 stocks
- vs HDFC NIFTY 50 ETF61.3% · 25 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.