EDELWEISS FINANCIAL SERVICES FUND vs HDFC Focused Fund
Edelweiss vs HDFC· Portfolio Overlap Analysis
44.0%High Overlap
7 common stocksRank #17595 / 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 (7)
| Stock | Wt% in EDELWEISS FINANCIAL SERVICES | Wt% in HDFC Focused | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 10.29% | 9.50% | 9.50% |
HDFC Bank Ltd. Banks | 11.25% | 9.17% | 9.17% |
Axis Bank Ltd. Banks | 8.90% | 7.65% | 7.65% |
State Bank of India Banks | 11.20% | 6.07% | 6.07% |
Kotak Mahindra Bank Ltd. Banks | 6.64% | 5.78% | 5.78% |
SBI Life Insurance Company Ltd. Insurance | 5.27% | 3.53% | 3.53% |
Karur Vysya Bank Ltd. Banks | 2.47% | 2.26% | 2.26% |
Unique to EDELWEISS FINANCIAL SERVICES
- Shriram Finance Ltd.5.98%
- BSE Ltd.4.92%
- Max Financial Services Ltd.4.82%
- Cholamandalam Investment & Finance Company Ltd.3.04%
Unique to HDFC Focused
- HCL Technologies Ltd.3.97%
- Cipla Ltd.3.79%
- Maruti Suzuki India Limited3.74%
- Bharti Airtel Ltd.3.54%
Sector Overlap Breakdown
Banks40.4% (6)
Insurance3.5% (1)
More comparisons for EDELWEISS FINANCIAL SERVICES
- vs TATA NIFTY FINANCIAL SERVICES 68.1% · 13 stocks
- vs Mirae Asset Nifty Financial Se68.1% · 13 stocks
- vs Kotak Banking and Financial Se65.8% · 17 stocks
- vs Mirae Asset Banking and Financ63.2% · 16 stocks
- vs HDFC Banking & Financial Servi61.8% · 13 stocks
More comparisons for HDFC Focused
- vs HDFC Flexi Cap67.3% · 27 stocks
- vs HDFC ELSS Tax saver64.7% · 22 stocks
- vs Motilal Oswal Nifty Services S46.1% · 11 stocks
- vs Franklin India Focused Equity45.8% · 11 stocks
- vs HDFC Retirement Savings Fund -44.7% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.