EDELWEISS ELSS TAX SAVER FUND vs IB11-Groww ELSS Tax Saver Fund

Edelweiss vs Groww· Portfolio Overlap Analysis

50.5%High Overlap
39 common stocksRank #9469 / 20,000

Investor takeaway: At 50.5% 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 (39)

StockWt% in EDELWEISS ELSS TAX SAVERWt% in IB11-Groww ELSS Tax SaverOverlap
HDFC Bank Ltd.
Banks
5.05%8.05%5.05%
Reliance Industries Ltd.
Petroleum Products
4.91%5.46%4.91%
Larsen & Toubro Ltd.
Construction
3.26%3.35%3.26%
Bharti Airtel Ltd.
Telecom - Services
3.59%3.23%3.23%
ICICI Bank Ltd.
Banks
3.21%5.75%3.21%
State Bank of India
Banks
3.05%3.53%3.05%
Mahindra & Mahindra Ltd.
Automobiles
1.88%2.35%1.88%
Karur Vysya Bank Ltd.
Banks
1.78%1.76%1.76%
Infosys Ltd.
IT - Software
1.63%2.49%1.63%
Shriram Finance Ltd.
Finance
1.45%1.36%1.36%
Axis Bank Ltd.
Banks
1.32%2.60%1.32%
Multi Commodity Exchange Of India Ltd.
Capital Markets
2.38%1.22%1.22%
Kotak Mahindra Bank Ltd.
Banks
1.22%2.23%1.22%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.56%1.04%1.04%
Ultratech Cement Ltd.
Cement & Cement Products
1.25%1.00%1.00%
Titan Company Ltd.
Consumer Durables
0.93%1.27%0.93%
Lupin Ltd.
Pharmaceuticals & Biotechnology
0.92%1.12%0.92%
TVS Motor Company Ltd.
Automobiles
0.92%1.36%0.92%
Tata Consultancy Services Ltd.
IT - Software
0.90%1.08%0.90%
The Federal Bank Ltd.
Banks
0.90%2.11%0.90%
ITC Ltd.
Diversified FMCG
0.89%1.54%0.89%
Maruti Suzuki India Ltd.
Automobiles
0.85%1.77%0.85%
Hindustan Unilever Ltd.
Diversified FMCG
0.84%1.29%0.84%
PB Fintech Ltd.
Financial Technology (Fintech)
0.89%0.82%0.82%
Ashok Leyland Ltd.
Agricultural, Commercial & Construction Vehicles
0.76%1.43%0.76%
Tata Steel Ltd.
Ferrous Metals
0.75%1.56%0.75%
NTPC Ltd.
Power
2.12%0.70%0.70%
Max Healthcare Institute Ltd.
Healthcare Services
1.01%0.68%0.68%
JSW Steel Ltd.
Ferrous Metals
0.59%1.09%0.59%
Bajaj Finance Ltd.
Finance
0.53%1.67%0.53%
Persistent Systems Ltd.
IT - Software
0.88%0.52%0.52%
HCL Technologies Ltd.
IT - Software
1.09%0.50%0.50%
Hindustan Petroleum Corporation Ltd.
Petroleum Products
0.50%0.58%0.50%
Hindalco Industries Ltd.
Non - Ferrous Metals
0.48%1.66%0.48%
SRF Ltd.
Chemicals & Petrochemicals
0.43%0.80%0.43%
Swiggy Ltd.
Retailing
0.34%1.02%0.34%
The Phoenix Mills Ltd.
Realty
0.32%0.34%0.32%
Godrej Properties Ltd.
Realty
0.32%0.96%0.32%
KWALITY WALL'S INDIA LTD
Food Products
0.01%0.02%0.01%

Unique to EDELWEISS ELSS TAX SAVER

  • Bharat Electronics Ltd.2.23%
  • Muthoot Finance Ltd.2.17%
  • BSE Ltd.2.15%

Unique to IB11-Groww ELSS Tax Saver

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
16.5% (7)
Petroleum Products
5.4% (2)
Automobiles
3.6% (3)
IT - Software
3.5% (4)
Construction
3.3% (1)
Telecom - Services
3.2% (1)
Pharmaceuticals & Biotechnology
2.0% (2)
Finance
1.9% (2)
Diversified FMCG
1.7% (2)
Ferrous Metals
1.3% (2)
Capital Markets
1.2% (1)
Cement & Cement Products
1.0% (1)
Consumer Durables
0.9% (1)
Financial Technology (Fintech)
0.8% (1)
Agricultural, Commercial & Construction Vehicles
0.8% (1)
Power
0.7% (1)
Healthcare Services
0.7% (1)
Realty
0.6% (2)
Non - Ferrous Metals
0.5% (1)
Chemicals & Petrochemicals
0.4% (1)
Retailing
0.3% (1)
Food Products
0.0% (1)

More comparisons for EDELWEISS ELSS TAX SAVER

More comparisons for IB11-Groww ELSS Tax Saver

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.