EDELWEISS ELSS TAX SAVER FUND vs Shriram ELSS Tax Saver Fund
Edelweiss vs Shriram· Portfolio Overlap Analysis
44.4%High Overlap
32 common stocksRank #17039 / 20,000
Investor takeaway: At 44.4% 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 (32)
| Stock | Wt% in EDELWEISS ELSS TAX SAVER | Wt% in Shriram ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 5.05% | 7.23% | 5.05% |
Bharti Airtel Ltd. Telecom - Services | 3.59% | 3.81% | 3.59% |
ICICI Bank Ltd. Banks | 3.21% | 4.93% | 3.21% |
Reliance Industries Ltd. Petroleum Products | 4.91% | 3.16% | 3.16% |
State Bank of India Banks | 3.05% | 4.73% | 3.05% |
Larsen & Toubro Ltd. Construction | 3.26% | 2.62% | 2.62% |
NTPC Ltd. Power | 2.12% | 2.57% | 2.12% |
Bharat Electronics Ltd. Aerospace & Defense | 2.23% | 1.91% | 1.91% |
Mahindra & Mahindra Ltd. Automobiles | 1.88% | 2.94% | 1.88% |
Infosys Ltd. IT - Software | 1.63% | 2.79% | 1.63% |
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 1.44% | 1.37% | 1.37% |
Axis Bank Ltd. Banks | 1.32% | 3.11% | 1.32% |
SBI Life Insurance Company Ltd. Insurance | 1.20% | 1.31% | 1.20% |
TVS Motor Company Ltd. Automobiles | 0.92% | 1.55% | 0.92% |
HCL Technologies Ltd. IT - Software | 1.09% | 0.91% | 0.91% |
Tata Consultancy Services Ltd. IT - Software | 0.90% | 1.78% | 0.90% |
ITC Ltd. Diversified FMCG | 0.89% | 1.85% | 0.89% |
Maruti Suzuki India Ltd. Automobiles | 0.85% | 0.94% | 0.85% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 0.84% | 2.01% | 0.84% |
Tech Mahindra Ltd. IT - Software | 1.04% | 0.83% | 0.83% |
Tata Steel Ltd. Ferrous Metals | 0.75% | 1.39% | 0.75% |
Canara Bank Banks | 0.67% | 1.03% | 0.67% |
Indian Bank Banks | 0.65% | 1.12% | 0.65% |
Muthoot Finance Ltd. Finance | 2.17% | 0.62% | 0.62% |
Power Mech Projects Ltd. Construction | 0.58% | 0.52% | 0.52% |
Krishna Inst of Medical Sciences Ltd. Healthcare Services | 0.51% | 0.68% | 0.51% |
Hindustan Petroleum Corporation Ltd. Petroleum Products | 0.50% | 1.51% | 0.50% |
Oil India Ltd. Oil | 0.47% | 0.89% | 0.47% |
Persistent Systems Ltd. IT - Software | 0.88% | 0.42% | 0.42% |
Coforge Ltd. IT - Software | 0.64% | 0.40% | 0.40% |
Swiggy Ltd. Retailing | 0.34% | 0.70% | 0.34% |
BSE Ltd. Capital Markets | 2.15% | 0.30% | 0.30% |
Unique to EDELWEISS ELSS TAX SAVER
- Multi Commodity Exchange Of India Ltd.2.38%
Unique to Shriram ELSS Tax Saver
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks13.9% (6)
IT - Software5.1% (6)
Petroleum Products4.5% (3)
Automobiles3.6% (3)
Telecom - Services3.6% (1)
Construction3.1% (2)
Power2.1% (1)
Aerospace & Defense1.9% (1)
Pharmaceuticals & Biotechnology1.4% (1)
Insurance1.2% (1)
Diversified FMCG0.9% (1)
Ferrous Metals0.8% (1)
Finance0.6% (1)
Healthcare Services0.5% (1)
Oil0.5% (1)
Retailing0.3% (1)
Capital Markets0.3% (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 Shriram ELSS Tax Saver
- vs Shriram Flexi Cap96.1% · 70 stocks
- vs Shriram Balanced Advantage54.1% · 43 stocks
- vs Kotak Large Cap53.4% · 25 stocks
- vs Shriram Aggressive Hybrid53.3% · 47 stocks
- vs EDELWEISS LARGE CAP53.0% · 31 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.