EDELWEISS FINANCIAL SERVICES FUND vs NIPPON INDIA BANKING & FINANCIAL SERVICES FUND
Edelweiss vs Nippon· Portfolio Overlap Analysis
53.3%High Overlap
12 common stocksRank #7578 / 20,000
Investor takeaway: At 53.3% 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 (12)
| Stock | Wt% in EDELWEISS FINANCIAL SERVICES | Wt% in NIPPON INDIA BANKING & FINANCI | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 11.25% | 14.24% | 11.25% |
ICICI Bank Ltd. Banks | 10.29% | 13.04% | 10.29% |
Axis Bank Ltd. Banks | 8.90% | 9.80% | 8.90% |
State Bank of India Banks | 11.20% | 6.51% | 6.51% |
SBI Life Insurance Company Ltd. Insurance | 5.27% | 3.50% | 3.50% |
Kotak Mahindra Bank Ltd. Banks | 6.64% | 3.10% | 3.10% |
Max Financial Services Ltd. Insurance | 4.82% | 2.58% | 2.58% |
The Federal Bank Ltd. Banks | 1.99% | 2.76% | 1.99% |
L&T Finance Ltd. Finance | 1.87% | 1.90% | 1.87% |
Bajaj Finance Ltd. Finance | 2.85% | 1.71% | 1.71% |
Bank of Baroda Banks | 1.06% | 2.78% | 1.06% |
Multi Commodity Exchange Of India Ltd. Capital Markets | 0.51% | 2.14% | 0.51% |
Unique to EDELWEISS FINANCIAL SERVICES
- Shriram Finance Ltd.5.98%
- BSE Ltd.4.92%
- Cholamandalam Investment & Finance Company Ltd.3.04%
Unique to NIPPON INDIA BANKING & FINANCI
- SBI Cards and Payment Services Limited3.83%
- Bajaj Finserv Limited3.23%
Sector Overlap Breakdown
Banks43.1% (7)
Insurance6.1% (2)
Finance3.6% (2)
Capital Markets0.5% (1)
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More comparisons for NIPPON INDIA BANKING & FINANCI
- vs TATA BANKING & FINANCIAL SERVI65.4% · 16 stocks
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- vs ICICI Prudential Banking & Fin63.3% · 22 stocks
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- vs SBI Banking And Financial Serv59.6% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.