EDELWEISS ELSS TAX SAVER FUND vs Kotak Large Cap Fund
Edelweiss vs Kotak· Portfolio Overlap Analysis
47.4%High Overlap
30 common stocksRank #12814 / 20,000
Investor takeaway: At 47.4% 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 (30)
| Stock | Wt% in EDELWEISS ELSS TAX SAVER | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 5.05% | 7.01% | 5.05% |
Reliance Industries Ltd. Petroleum Products | 4.91% | 6.39% | 4.91% |
Bharti Airtel Ltd. Telecom - Services | 3.59% | 3.78% | 3.59% |
Larsen & Toubro Ltd. Construction | 3.26% | 4.22% | 3.26% |
ICICI Bank Ltd. Banks | 3.21% | 7.36% | 3.21% |
State Bank of India Banks | 3.05% | 4.83% | 3.05% |
NTPC Ltd. Power | 2.12% | 2.89% | 2.12% |
Mahindra & Mahindra Ltd. Automobiles | 1.88% | 2.90% | 1.88% |
Infosys Ltd. IT - Software | 1.63% | 3.32% | 1.63% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.56% | 2.59% | 1.56% |
Shriram Finance Ltd. Finance | 1.45% | 1.98% | 1.45% |
Bharat Electronics Ltd. Aerospace & Defense | 2.23% | 1.38% | 1.38% |
Axis Bank Ltd. Banks | 1.32% | 3.35% | 1.32% |
Ultratech Cement Ltd. Cement & Cement Products | 1.25% | 2.22% | 1.25% |
Kotak Mahindra Bank Ltd. Banks | 1.22% | 1.55% | 1.22% |
Tech Mahindra Ltd. IT - Software | 1.04% | 1.04% | 1.04% |
Samvardhana Motherson International Ltd. Auto Components | 1.29% | 0.91% | 0.91% |
Tata Consultancy Services Ltd. IT - Software | 0.90% | 1.68% | 0.90% |
ITC Ltd. Diversified FMCG | 0.89% | 2.05% | 0.89% |
Maruti Suzuki India Ltd. Automobiles | 0.85% | 2.41% | 0.85% |
Hindustan Unilever Ltd. Diversified FMCG | 0.84% | 0.97% | 0.84% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 0.84% | 1.49% | 0.84% |
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 1.44% | 0.76% | 0.76% |
Tata Steel Ltd. Ferrous Metals | 0.75% | 2.14% | 0.75% |
Mphasis Ltd. IT - Software | 0.63% | 0.62% | 0.62% |
Persistent Systems Ltd. IT - Software | 0.88% | 0.55% | 0.55% |
Bajaj Finance Ltd. Finance | 0.53% | 3.14% | 0.53% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.48% | 1.02% | 0.48% |
Swiggy Ltd. Retailing | 0.34% | 0.38% | 0.34% |
LG Electronics India Ltd. Consumer Durables | 0.19% | 0.64% | 0.19% |
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 Kotak Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks13.8% (5)
Petroleum Products5.8% (2)
IT - Software4.7% (5)
Telecom - Services3.6% (1)
Construction3.3% (1)
Automobiles2.7% (2)
Pharmaceuticals & Biotechnology2.3% (2)
Power2.1% (1)
Finance2.0% (2)
Diversified FMCG1.7% (2)
Aerospace & Defense1.4% (1)
Cement & Cement Products1.3% (1)
Auto Components0.9% (1)
Ferrous Metals0.8% (1)
Non - Ferrous Metals0.5% (1)
Retailing0.3% (1)
Consumer Durables0.2% (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
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.