EDELWEISS ELSS TAX SAVER FUND vs IB33-GROWW NIFTY 200 ETF

Edelweiss vs Groww· Portfolio Overlap Analysis

53.1%High Overlap
66 common stocksRank #7627 / 20,000

Investor takeaway: At 53.1% 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 (66)

StockWt% in EDELWEISS ELSS TAX SAVERWt% in IB33-GROWW NIFTY 200 ETFOverlap
HDFC Bank Ltd.
Banks
5.05%8.03%5.05%
Reliance Industries Ltd.
Petroleum Products
4.91%5.56%4.91%
ICICI Bank Ltd.
Banks
3.21%5.82%3.21%
Bharti Airtel Ltd.
Telecom - Services
3.59%3.09%3.09%
Larsen & Toubro Ltd.
Construction
3.26%2.97%2.97%
State Bank of India
Banks
3.05%2.95%2.95%
Mahindra & Mahindra Ltd.
Automobiles
1.88%1.79%1.79%
Infosys Ltd.
IT - Software
1.63%2.69%1.63%
Axis Bank Ltd.
Banks
1.32%2.34%1.32%
Kotak Mahindra Bank Ltd.
Banks
1.22%1.80%1.22%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.56%1.09%1.09%
NTPC Ltd.
Power
2.12%1.07%1.07%
Bharat Electronics Ltd.
Aerospace & Defense
2.23%0.94%0.94%
Titan Company Ltd.
Consumer Durables
0.93%1.06%0.93%
Tata Consultancy Services Ltd.
IT - Software
0.90%1.59%0.90%
Shriram Finance Ltd.
Finance
1.45%0.89%0.89%
ITC Ltd.
Diversified FMCG
0.89%1.79%0.89%
Ultratech Cement Ltd.
Cement & Cement Products
1.25%0.88%0.88%
HCL Technologies Ltd.
IT - Software
1.09%0.87%0.87%
Maruti Suzuki India Ltd.
Automobiles
0.85%1.15%0.85%
Hindustan Unilever Ltd.
Diversified FMCG
0.84%1.23%0.84%
Tata Steel Ltd.
Ferrous Metals
0.75%1.04%0.75%
BSE Ltd.
Capital Markets
2.15%0.65%0.65%
JSW Steel Ltd.
Ferrous Metals
0.59%0.70%0.59%
SBI Life Insurance Company Ltd.
Insurance
1.20%0.54%0.54%
TVS Motor Company Ltd.
Automobiles
0.92%0.53%0.53%
Bajaj Finance Ltd.
Finance
0.53%1.56%0.53%
Trent Ltd.
Retailing
1.35%0.51%0.51%
Tech Mahindra Ltd.
IT - Software
1.04%0.51%0.51%
Max Healthcare Institute Ltd.
Healthcare Services
1.01%0.48%0.48%
Hindalco Industries Ltd.
Non - Ferrous Metals
0.48%0.79%0.48%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.47%0.48%0.47%
The Federal Bank Ltd.
Banks
0.90%0.44%0.44%
Bharat Petroleum Corporation Ltd.
Petroleum Products
0.84%0.44%0.44%
Tata Consumer Products Ltd.
Agricultural Food & other Products
0.67%0.44%0.44%
Cholamandalam Investment & Finance Company Ltd.
Finance
1.16%0.43%0.43%
Ashok Leyland Ltd.
Agricultural, Commercial & Construction Vehicles
0.76%0.36%0.36%
Samvardhana Motherson International Ltd.
Auto Components
1.29%0.35%0.35%
Bank of Baroda
Banks
0.62%0.35%0.35%
Lupin Ltd.
Pharmaceuticals & Biotechnology
0.92%0.33%0.33%
Canara Bank
Banks
0.67%0.31%0.31%
PB Fintech Ltd.
Financial Technology (Fintech)
0.89%0.30%0.30%
Persistent Systems Ltd.
IT - Software
0.88%0.30%0.30%
CG Power and Industrial Solutions Ltd.
Electrical Equipment
0.39%0.29%0.29%
Jio Financial Services Ltd.
Finance
0.29%0.49%0.29%
Torrent Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
1.44%0.27%0.27%
Jindal Steel Ltd.
Ferrous Metals
0.70%0.27%0.27%
Hindustan Petroleum Corporation Ltd.
Petroleum Products
0.50%0.25%0.25%
APL Apollo Tubes Ltd.
Industrial Products
0.47%0.24%0.24%
Swiggy Ltd.
Retailing
0.34%0.24%0.24%
Bharat Heavy Electricals Ltd.
Electrical Equipment
0.76%0.23%0.23%
Coforge Ltd.
IT - Software
0.64%0.23%0.23%
SRF Ltd.
Chemicals & Petrochemicals
0.43%0.22%0.22%
Muthoot Finance Ltd.
Finance
2.17%0.21%0.21%
Indian Bank
Banks
0.65%0.21%0.21%
Dixon Technologies (India) Ltd.
Consumer Durables
0.20%0.25%0.20%
KEI Industries Ltd.
Industrial Products
0.79%0.18%0.18%
Torrent Power Ltd.
Power
0.48%0.18%0.18%
The Phoenix Mills Ltd.
Realty
0.32%0.18%0.18%
Oil India Ltd.
Oil
0.47%0.16%0.16%
Mphasis Ltd.
IT - Software
0.63%0.15%0.15%
Blue Star Ltd.
Consumer Durables
0.49%0.15%0.15%
JSW Energy Ltd.
Power
0.37%0.15%0.15%
Godrej Properties Ltd.
Realty
0.32%0.15%0.15%
Siemens Energy India Ltd.
Electrical Equipment
0.17%0.15%0.15%
L&T Finance Ltd.
Finance
1.10%0.14%0.14%

Unique to EDELWEISS ELSS TAX SAVER

  • Multi Commodity Exchange Of India Ltd.2.38%

Unique to IB33-GROWW NIFTY 200 ETF

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
15.1% (9)
Petroleum Products
5.6% (3)
IT - Software
4.6% (7)
Automobiles
3.2% (3)
Telecom - Services
3.1% (1)
Construction
3.0% (1)
Finance
2.5% (6)
Pharmaceuticals & Biotechnology
2.2% (4)
Diversified FMCG
1.7% (2)
Ferrous Metals
1.6% (3)
Power
1.4% (3)
Consumer Durables
1.3% (3)
Aerospace & Defense
0.9% (1)
Cement & Cement Products
0.9% (1)
Retailing
0.8% (2)
Electrical Equipment
0.7% (3)
Capital Markets
0.7% (1)
Insurance
0.5% (1)
Healthcare Services
0.5% (1)
Non - Ferrous Metals
0.5% (1)
Agricultural Food & other Products
0.4% (1)
Industrial Products
0.4% (2)
Agricultural, Commercial & Construction Vehicles
0.4% (1)
Auto Components
0.3% (1)
Realty
0.3% (2)
Financial Technology (Fintech)
0.3% (1)
Chemicals & Petrochemicals
0.2% (1)
Oil
0.2% (1)

More comparisons for EDELWEISS ELSS TAX SAVER

More comparisons for IB33-GROWW NIFTY 200 ETF

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