EDELWEISS ELSS TAX SAVER FUND vs PGIM INDIA LARGE CAP FUND

Edelweiss vs PGIM· Portfolio Overlap Analysis

48.7%High Overlap
35 common stocksRank #11487 / 20,000

Investor takeaway: At 48.7% 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 (35)

StockWt% in EDELWEISS ELSS TAX SAVERWt% in PGIM INDIA LARGE CAPOverlap
HDFC Bank Ltd.
Banks
5.05%8.93%5.05%
Reliance Industries Ltd.
Petroleum Products
4.91%6.64%4.91%
Bharti Airtel Ltd.
Telecom - Services
3.59%4.72%3.59%
Larsen & Toubro Ltd.
Construction
3.26%4.44%3.26%
ICICI Bank Ltd.
Banks
3.21%7.94%3.21%
State Bank of India
Banks
3.05%2.91%2.91%
NTPC Ltd.
Power
2.12%2.13%2.12%
Mahindra & Mahindra Ltd.
Automobiles
1.88%1.67%1.67%
Infosys Ltd.
IT - Software
1.63%1.68%1.63%
Muthoot Finance Ltd.
Finance
2.17%1.42%1.42%
Ultratech Cement Ltd.
Cement & Cement Products
1.25%2.04%1.25%
Kotak Mahindra Bank Ltd.
Banks
1.22%2.94%1.22%
Samvardhana Motherson International Ltd.
Auto Components
1.29%1.08%1.08%
Tech Mahindra Ltd.
IT - Software
1.04%1.21%1.04%
Max Healthcare Institute Ltd.
Healthcare Services
1.01%1.06%1.01%
Titan Company Ltd.
Consumer Durables
0.93%2.30%0.93%
TVS Motor Company Ltd.
Automobiles
0.92%2.13%0.92%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.56%0.91%0.91%
Tata Consultancy Services Ltd.
IT - Software
0.90%2.56%0.90%
PB Fintech Ltd.
Financial Technology (Fintech)
0.89%1.06%0.89%
Persistent Systems Ltd.
IT - Software
0.88%1.31%0.88%
Maruti Suzuki India Ltd.
Automobiles
0.85%1.86%0.85%
Torrent Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
1.44%0.80%0.80%
Bharat Electronics Ltd.
Aerospace & Defense
2.23%0.77%0.77%
Ashok Leyland Ltd.
Agricultural, Commercial & Construction Vehicles
0.76%1.07%0.76%
ITC Ltd.
Diversified FMCG
0.89%0.75%0.75%
JSW Steel Ltd.
Ferrous Metals
0.59%1.11%0.59%
Shriram Finance Ltd.
Finance
1.45%0.56%0.56%
Cholamandalam Investment & Finance Company Ltd.
Finance
1.16%0.54%0.54%
Bajaj Finance Ltd.
Finance
0.53%2.94%0.53%
Hindalco Industries Ltd.
Non - Ferrous Metals
0.48%0.65%0.48%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.47%1.85%0.47%
CG Power and Industrial Solutions Ltd.
Electrical Equipment
0.39%1.29%0.39%
Dixon Technologies (India) Ltd.
Consumer Durables
0.20%0.68%0.20%
LG Electronics India Ltd.
Consumer Durables
0.19%0.85%0.19%

Unique to EDELWEISS ELSS TAX SAVER

  • Multi Commodity Exchange Of India Ltd.2.38%
  • BSE Ltd.2.15%

Unique to PGIM INDIA LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
12.4% (4)
Petroleum Products
4.9% (1)
IT - Software
4.5% (4)
Telecom - Services
3.6% (1)
Automobiles
3.4% (3)
Construction
3.3% (1)
Finance
3.0% (4)
Pharmaceuticals & Biotechnology
2.2% (3)
Power
2.1% (1)
Consumer Durables
1.3% (3)
Cement & Cement Products
1.3% (1)
Auto Components
1.1% (1)
Healthcare Services
1.0% (1)
Financial Technology (Fintech)
0.9% (1)
Aerospace & Defense
0.8% (1)
Agricultural, Commercial & Construction Vehicles
0.8% (1)
Diversified FMCG
0.8% (1)
Ferrous Metals
0.6% (1)
Non - Ferrous Metals
0.5% (1)
Electrical Equipment
0.4% (1)

More comparisons for EDELWEISS ELSS TAX SAVER

More comparisons for PGIM INDIA LARGE CAP

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