EDELWEISS ELSS TAX SAVER FUND vs Nippon India Aggressive Hybrid Fund

Edelweiss vs Nippon· Portfolio Overlap Analysis

44.0%High Overlap

38 common stocksRank #17593 / 20,000

Investor takeaway: At 44.0% 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 (38)

Stock	Wt% in EDELWEISS ELSS TAX SAVER	Wt% in Nippon India Aggressive Hybrid	Overlap
HDFC Bank Ltd. Banks	5.05%	5.17%	5.05%
Larsen & Toubro Ltd. Construction	3.26%	3.74%	3.26%
ICICI Bank Ltd. Banks	3.21%	3.55%	3.21%
State Bank of India Banks	3.05%	2.99%	2.99%
Bharti Airtel Ltd. Telecom - Services	3.59%	2.94%	2.94%
Reliance Industries Ltd. Petroleum Products	4.91%	2.77%	2.77%
NTPC Ltd. Power	2.12%	2.63%	2.12%
Mahindra & Mahindra Ltd. Automobiles	1.88%	1.96%	1.88%
Infosys Ltd. IT - Software	1.63%	2.15%	1.63%
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology	1.56%	1.37%	1.37%
Axis Bank Ltd. Banks	1.32%	3.18%	1.32%
SBI Life Insurance Company Ltd. Insurance	1.20%	1.50%	1.20%
Samvardhana Motherson International Ltd. Auto Components	1.29%	1.13%	1.13%
L&T Finance Ltd. Finance	1.10%	1.06%	1.06%
Lupin Ltd. Pharmaceuticals & Biotechnology	0.92%	1.33%	0.92%
TVS Motor Company Ltd. Automobiles	0.92%	1.58%	0.92%
HCL Technologies Ltd. IT - Software	1.09%	0.91%	0.91%
Hindustan Unilever Ltd. Diversified FMCG	0.84%	1.27%	0.84%
Kotak Mahindra Bank Ltd. Banks	1.22%	0.77%	0.77%
Tata Steel Ltd. Ferrous Metals	0.75%	1.34%	0.75%
Jindal Steel Ltd. Ferrous Metals	0.70%	1.68%	0.70%
KEI Industries Ltd. Industrial Products	0.79%	0.63%	0.63%
PB Fintech Ltd. Financial Technology (Fintech)	0.89%	0.60%	0.60%
Equitas Small Finance Bank Ltd. Banks	0.70%	0.59%	0.59%
Bajaj Finance Ltd. Finance	0.53%	1.61%	0.53%
Tech Mahindra Ltd. IT - Software	1.04%	0.50%	0.50%
Bharat Heavy Electricals Ltd. Electrical Equipment	0.76%	0.46%	0.46%
Mphasis Ltd. IT - Software	0.63%	0.42%	0.42%
Swiggy Ltd. Retailing	0.34%	0.89%	0.34%
Radico Khaitan Ltd. Beverages	0.37%	0.33%	0.33%
ITC Ltd. Diversified FMCG	0.89%	0.31%	0.31%
KFIN Technologies Ltd. Capital Markets	0.66%	0.29%	0.29%
Trent Ltd. Retailing	1.35%	0.28%	0.28%
Bharat Petroleum Corporation Ltd. Petroleum Products	0.84%	0.28%	0.28%
Coforge Ltd. IT - Software	0.64%	0.28%	0.28%
Dixon Technologies (India) Ltd. Consumer Durables	0.20%	0.52%	0.20%
Siemens Energy India Ltd. Electrical Equipment	0.17%	0.98%	0.17%
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%
Bharat Electronics Ltd.2.23%
Muthoot Finance Ltd.2.17%
BSE Ltd.2.15%

Unique to Nippon India Aggressive Hybrid

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

13.9% (6)

IT - Software

3.7% (5)

Construction

3.3% (1)

Petroleum Products

3.0% (2)

Telecom - Services

2.9% (1)

Automobiles

2.8% (2)

Pharmaceuticals & Biotechnology

2.3% (2)

Power

2.1% (1)

Finance

1.6% (2)

Ferrous Metals

1.4% (2)

Insurance

1.2% (1)

Diversified FMCG

1.1% (2)

Auto Components

1.1% (1)

Industrial Products

0.6% (1)

Electrical Equipment

0.6% (2)

Retailing

0.6% (2)

Financial Technology (Fintech)

0.6% (1)

Beverages

0.3% (1)

Capital Markets

0.3% (1)

Consumer Durables

0.2% (1)

Food Products

0.0% (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 Nippon India Aggressive Hybrid

vs Nippon India Flexi Cap53.3% · 54 stocks
vs NIPPON INDIA RETIREMENT FUND -47.8% · 35 stocks
vs NIPPON INDIA LARGE CAP47.5% · 35 stocks
vs NIPPON INDIA BALANCED ADVANTAG46.8% · 43 stocks
vs SBI BSE 100 ETF46.1% · 39 stocks

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