EDELWEISS FINANCIAL SERVICES FUND vs SBI Banking And Financial Services Fund

Edelweiss vs SBI· Portfolio Overlap Analysis

58.7%High Overlap
14 common stocksRank #5578 / 20,000

Investor takeaway: At 58.7% 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 (14)

StockWt% in EDELWEISS FINANCIAL SERVICESWt% in SBI Banking And Financial ServOverlap
State Bank of India
Banks
11.20%10.45%10.45%
ICICI Bank Ltd.
Banks
10.29%13.46%10.29%
Axis Bank Ltd.
Banks
8.90%9.37%8.90%
HDFC Bank Ltd.
Banks
11.25%6.80%6.80%
Kotak Mahindra Bank Ltd.
Banks
6.64%8.50%6.64%
SBI Life Insurance Company Ltd.
Insurance
5.27%3.29%3.29%
BSE Ltd.
Capital Markets
4.92%2.78%2.78%
Bajaj Finance Ltd.
Finance
2.85%2.61%2.61%
Muthoot Finance Ltd.
Finance
1.86%4.30%1.86%
Max Financial Services Ltd.
Insurance
4.82%1.70%1.70%
Cholamandalam Investment & Finance Company Ltd.
Finance
3.04%1.17%1.17%
Bank of Baroda
Banks
1.06%3.00%1.06%
Canara Bank
Banks
1.04%0.64%0.64%
Multi Commodity Exchange Of India Ltd.
Capital Markets
0.51%3.20%0.51%

Unique to EDELWEISS FINANCIAL SERVICES

  • Shriram Finance Ltd.5.98%

Unique to SBI Banking And Financial Serv

  • Bajaj Finserv Ltd.6.34%

Sector Overlap Breakdown

Banks
44.8% (7)
Finance
5.6% (3)
Insurance
5.0% (2)
Capital Markets
3.3% (2)

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