EDELWEISS ELSS TAX SAVER FUND vs Parag Parikh Large Cap Fund

Edelweiss vs PPFAS· Portfolio Overlap Analysis

51.1%High Overlap
43 common stocksRank #9038 / 20,000

Investor takeaway: At 51.1% 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 (43)

StockWt% in EDELWEISS ELSS TAX SAVERWt% in Parag Parikh Large CapOverlap
HDFC Bank Ltd.
Banks
5.05%9.77%5.05%
Reliance Industries Ltd.
Petroleum Products
4.91%6.82%4.91%
Bharti Airtel Ltd.
Telecom - Services
3.59%3.79%3.59%
Larsen & Toubro Ltd.
Construction
3.26%3.64%3.26%
ICICI Bank Ltd.
Banks
3.21%7.17%3.21%
State Bank of India
Banks
3.05%3.61%3.05%
Mahindra & Mahindra Ltd.
Automobiles
1.88%2.20%1.88%
Infosys Ltd.
IT - Software
1.63%3.30%1.63%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.56%1.33%1.33%
Axis Bank Ltd.
Banks
1.32%2.91%1.32%
NTPC Ltd.
Power
2.12%1.31%1.31%
Kotak Mahindra Bank Ltd.
Banks
1.22%2.25%1.22%
Bharat Electronics Ltd.
Aerospace & Defense
2.23%1.15%1.15%
Shriram Finance Ltd.
Finance
1.45%1.10%1.10%
Ultratech Cement Ltd.
Cement & Cement Products
1.25%1.09%1.09%
HCL Technologies Ltd.
IT - Software
1.09%1.06%1.06%
Titan Company Ltd.
Consumer Durables
0.93%1.29%0.93%
Tata Consultancy Services Ltd.
IT - Software
0.90%1.95%0.90%
ITC Ltd.
Diversified FMCG
0.89%2.19%0.89%
Maruti Suzuki India Ltd.
Automobiles
0.85%1.41%0.85%
Hindustan Unilever Ltd.
Diversified FMCG
0.84%1.50%0.84%
Tata Steel Ltd.
Ferrous Metals
0.75%1.27%0.75%
SBI Life Insurance Company Ltd.
Insurance
1.20%0.66%0.66%
TVS Motor Company Ltd.
Automobiles
0.92%0.66%0.66%
Trent Ltd.
Retailing
1.35%0.63%0.63%
Tech Mahindra Ltd.
IT - Software
1.04%0.62%0.62%
Max Healthcare Institute Ltd.
Healthcare Services
1.01%0.59%0.59%
JSW Steel Ltd.
Ferrous Metals
0.59%0.86%0.59%
Bharat Petroleum Corporation Ltd.
Petroleum Products
0.84%0.54%0.54%
Tata Consumer Products Ltd.
Agricultural Food & other Products
0.67%0.54%0.54%
Cholamandalam Investment & Finance Company Ltd.
Finance
1.16%0.53%0.53%
Bajaj Finance Ltd.
Finance
0.53%1.92%0.53%
Hindalco Industries Ltd.
Non - Ferrous Metals
0.48%0.97%0.48%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.47%0.59%0.47%
Samvardhana Motherson International Ltd.
Auto Components
1.29%0.43%0.43%
Bank of Baroda
Banks
0.62%0.43%0.43%
Canara Bank
Banks
0.67%0.38%0.38%
CG Power and Industrial Solutions Ltd.
Electrical Equipment
0.39%0.36%0.36%
Jindal Steel Ltd.
Ferrous Metals
0.70%0.34%0.34%
Torrent Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
1.44%0.33%0.33%
Jio Financial Services Ltd.
Finance
0.29%0.61%0.29%
JSW Energy Ltd.
Power
0.37%0.19%0.19%
Siemens Energy India Ltd.
Electrical Equipment
0.17%0.19%0.17%

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 Parag Parikh Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
14.7% (7)
Petroleum Products
5.5% (2)
IT - Software
4.2% (4)
Telecom - Services
3.6% (1)
Automobiles
3.4% (3)
Construction
3.3% (1)
Finance
2.5% (4)
Pharmaceuticals & Biotechnology
2.1% (3)
Diversified FMCG
1.7% (2)
Ferrous Metals
1.7% (3)
Power
1.5% (2)
Aerospace & Defense
1.1% (1)
Cement & Cement Products
1.1% (1)
Consumer Durables
0.9% (1)
Insurance
0.7% (1)
Retailing
0.6% (1)
Healthcare Services
0.6% (1)
Agricultural Food & other Products
0.5% (1)
Electrical Equipment
0.5% (2)
Non - Ferrous Metals
0.5% (1)
Auto Components
0.4% (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.