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)
| Stock | Wt% in EDELWEISS FINANCIAL SERVICES | Wt% in SBI Banking And Financial Serv | Overlap |
|---|---|---|---|
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
Banks44.8% (7)
Finance5.6% (3)
Insurance5.0% (2)
Capital Markets3.3% (2)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.