EDELWEISS FINANCIAL SERVICES FUND vs IB19-Groww Banking & Financial Services Fund
Edelweiss vs Groww· Portfolio Overlap Analysis
49.3%High Overlap
16 common stocksRank #10822 / 20,000
Investor takeaway: At 49.3% 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 (16)
| Stock | Wt% in EDELWEISS FINANCIAL SERVICES | Wt% in IB19-Groww Banking & Financial | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 10.29% | 9.56% | 9.56% |
State Bank of India Banks | 11.20% | 8.28% | 8.28% |
Axis Bank Ltd. Banks | 8.90% | 6.03% | 6.03% |
SBI Life Insurance Company Ltd. Insurance | 5.27% | 3.57% | 3.57% |
BSE Ltd. Capital Markets | 4.92% | 3.30% | 3.30% |
Bajaj Finance Ltd. Finance | 2.85% | 6.45% | 2.85% |
Max Financial Services Ltd. Insurance | 4.82% | 2.56% | 2.56% |
Karur Vysya Bank Ltd. Banks | 2.47% | 2.50% | 2.47% |
The Federal Bank Ltd. Banks | 1.99% | 2.78% | 1.99% |
Creditaccess Grameen Ltd. Finance | 1.94% | 1.93% | 1.93% |
L&T Finance Ltd. Finance | 1.87% | 3.45% | 1.87% |
Home First Finance Company India Ltd. Finance | 1.37% | 2.55% | 1.37% |
Bank of Baroda Banks | 1.06% | 2.67% | 1.06% |
City Union Bank Ltd. Banks | 2.45% | 1.00% | 1.00% |
PB Fintech Ltd. Financial Technology (Fintech) | 0.98% | 1.49% | 0.98% |
Multi Commodity Exchange Of India Ltd. Capital Markets | 0.51% | 3.21% | 0.51% |
Unique to EDELWEISS FINANCIAL SERVICES
- HDFC Bank Ltd.11.25%
- Kotak Mahindra Bank Ltd.6.64%
- Shriram Finance Ltd.5.98%
- Cholamandalam Investment & Finance Company Ltd.3.04%
Unique to IB19-Groww Banking & Financial
- SBFC Finance Limited3.84%
- Union Bank of India3.25%
Sector Overlap Breakdown
Banks30.4% (7)
Finance8.0% (4)
Insurance6.1% (2)
Capital Markets3.8% (2)
Financial Technology (Fintech)1.0% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.