EDELWEISS ELSS TAX SAVER FUND vs Nippon India Vision Large & Mid Cap Fund

Edelweiss vs Nippon· Portfolio Overlap Analysis

44.2%High Overlap
49 common stocksRank #17300 / 20,000

Investor takeaway: At 44.2% 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 (49)

StockWt% in EDELWEISS ELSS TAX SAVERWt% in Nippon India Vision Large & MiOverlap
Reliance Industries Ltd.
Petroleum Products
4.91%4.00%4.00%
HDFC Bank Ltd.
Banks
5.05%3.25%3.25%
ICICI Bank Ltd.
Banks
3.21%4.55%3.21%
State Bank of India
Banks
3.05%2.60%2.60%
NTPC Ltd.
Power
2.12%2.08%2.08%
BSE Ltd.
Capital Markets
2.15%1.73%1.73%
Mahindra & Mahindra Ltd.
Automobiles
1.88%1.47%1.47%
Axis Bank Ltd.
Banks
1.32%2.98%1.32%
Samvardhana Motherson International Ltd.
Auto Components
1.29%1.57%1.29%
Ultratech Cement Ltd.
Cement & Cement Products
1.25%1.64%1.25%
Cholamandalam Investment & Finance Company Ltd.
Finance
1.16%1.86%1.16%
Infosys Ltd.
IT - Software
1.63%1.15%1.15%
L&T Finance Ltd.
Finance
1.10%1.35%1.10%
Shriram Finance Ltd.
Finance
1.45%1.09%1.09%
Larsen & Toubro Ltd.
Construction
3.26%1.04%1.04%
Titan Company Ltd.
Consumer Durables
0.93%1.44%0.93%
TVS Motor Company Ltd.
Automobiles
0.92%2.20%0.92%
The Federal Bank Ltd.
Banks
0.90%1.45%0.90%
IPCA Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.89%1.03%0.89%
Maruti Suzuki India Ltd.
Automobiles
0.85%1.28%0.85%
Persistent Systems Ltd.
IT - Software
0.88%0.82%0.82%
KEI Industries Ltd.
Industrial Products
0.79%1.46%0.79%
Bharat Heavy Electricals Ltd.
Electrical Equipment
0.76%1.94%0.76%
Trent Ltd.
Retailing
1.35%0.72%0.72%
Jindal Steel Ltd.
Ferrous Metals
0.70%3.04%0.70%
Bank of Baroda
Banks
0.62%1.08%0.62%
Coforge Ltd.
IT - Software
0.64%0.61%0.61%
Bharti Airtel Ltd.
Telecom - Services
3.59%0.54%0.54%
Bajaj Finance Ltd.
Finance
0.53%1.28%0.53%
Hindustan Petroleum Corporation Ltd.
Petroleum Products
0.50%0.95%0.50%
Blue Star Ltd.
Consumer Durables
0.49%2.08%0.49%
Ashok Leyland Ltd.
Agricultural, Commercial & Construction Vehicles
0.76%0.47%0.47%
SRF Ltd.
Chemicals & Petrochemicals
0.43%0.76%0.43%
CG Power and Industrial Solutions Ltd.
Electrical Equipment
0.39%1.04%0.39%
Radico Khaitan Ltd.
Beverages
0.37%0.88%0.37%
PB Fintech Ltd.
Financial Technology (Fintech)
0.89%0.34%0.34%
Hindustan Unilever Ltd.
Diversified FMCG
0.84%0.34%0.34%
Multi Commodity Exchange Of India Ltd.
Capital Markets
2.38%0.31%0.31%
Endurance Technologies Ltd.
Auto Components
0.59%0.30%0.30%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.47%0.28%0.28%
Bharat Electronics Ltd.
Aerospace & Defense
2.23%0.27%0.27%
Tata Consultancy Services Ltd.
IT - Software
0.90%0.21%0.21%
Dixon Technologies (India) Ltd.
Consumer Durables
0.20%0.91%0.20%
LG Electronics India Ltd.
Consumer Durables
0.19%0.52%0.19%
Torrent Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
1.44%0.16%0.16%
Tata Consumer Products Ltd.
Agricultural Food & other Products
0.67%0.16%0.16%
Mphasis Ltd.
IT - Software
0.63%0.16%0.16%
Max Healthcare Institute Ltd.
Healthcare Services
1.01%0.14%0.14%
Bharat Petroleum Corporation Ltd.
Petroleum Products
0.84%0.14%0.14%

Unique to EDELWEISS ELSS TAX SAVER

  • Muthoot Finance Ltd.2.17%

Unique to Nippon India Vision Large & Mi

  • Vedanta Limited2.58%

Sector Overlap Breakdown

Banks
11.9% (6)
Petroleum Products
4.6% (3)
Finance
3.9% (4)
Automobiles
3.2% (3)
IT - Software
3.0% (5)
Power
2.1% (1)
Capital Markets
2.0% (2)
Consumer Durables
1.8% (4)
Auto Components
1.6% (2)
Pharmaceuticals & Biotechnology
1.3% (3)
Cement & Cement Products
1.3% (1)
Electrical Equipment
1.1% (2)
Construction
1.0% (1)
Industrial Products
0.8% (1)
Retailing
0.7% (1)
Ferrous Metals
0.7% (1)
Telecom - Services
0.5% (1)
Agricultural, Commercial & Construction Vehicles
0.5% (1)
Chemicals & Petrochemicals
0.4% (1)
Beverages
0.4% (1)
Financial Technology (Fintech)
0.3% (1)
Diversified FMCG
0.3% (1)
Aerospace & Defense
0.3% (1)
Agricultural Food & other Products
0.2% (1)
Healthcare Services
0.1% (1)

More comparisons for EDELWEISS ELSS TAX SAVER

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