EDELWEISS FLEXI-CAP FUND vs IB49-Groww Multi Asset Allocation Fund

Edelweiss vs Groww· Portfolio Overlap Analysis

44.9%High Overlap
41 common stocksRank #16282 / 20,000

Investor takeaway: At 44.9% 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 (41)

StockWt% in EDELWEISS FLEXI-CAPWt% in IB49-Groww Multi Asset AllocatOverlap
HDFC Bank Ltd.
Banks
6.07%5.99%5.99%
Reliance Industries Ltd.
Petroleum Products
3.46%4.18%3.46%
ICICI Bank Ltd.
Banks
4.84%3.34%3.34%
State Bank of India
Banks
3.48%2.07%2.07%
Larsen & Toubro Ltd.
Construction
3.23%1.90%1.90%
Mahindra & Mahindra Ltd.
Automobiles
1.84%3.13%1.84%
Bharti Airtel Ltd.
Telecom - Services
2.20%1.79%1.79%
Bajaj Finance Ltd.
Finance
1.97%1.78%1.78%
Titan Company Ltd.
Consumer Durables
1.71%1.60%1.60%
Infosys Ltd.
IT - Software
2.16%1.50%1.50%
Kotak Mahindra Bank Ltd.
Banks
1.52%1.32%1.32%
Karur Vysya Bank Ltd.
Banks
1.06%1.01%1.01%
Tata Steel Ltd.
Ferrous Metals
2.62%0.97%0.97%
Maruti Suzuki India Ltd.
Automobiles
0.92%0.90%0.90%
Hindalco Industries Ltd.
Non - Ferrous Metals
0.91%0.90%0.90%
Axis Bank Ltd.
Banks
0.87%1.48%0.87%
TVS Motor Company Ltd.
Automobiles
1.07%0.85%0.85%
AU Small Finance Bank Ltd.
Banks
1.19%0.83%0.83%
Shriram Finance Ltd.
Finance
1.75%0.79%0.79%
Multi Commodity Exchange Of India Ltd.
Capital Markets
1.84%0.76%0.76%
Hindustan Unilever Ltd.
Diversified FMCG
0.99%0.72%0.72%
Fortis Healthcare Ltd.
Healthcare Services
1.52%0.71%0.71%
Lupin Ltd.
Pharmaceuticals & Biotechnology
0.61%0.78%0.61%
Eternal Ltd.
Retailing
0.77%0.60%0.60%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.02%0.59%0.59%
Ultratech Cement Ltd.
Cement & Cement Products
2.12%0.58%0.58%
The Indian Hotels Company Ltd.
Leisure Services
0.78%0.58%0.58%
Max Healthcare Institute Ltd.
Healthcare Services
1.02%0.55%0.55%
Eicher Motors Ltd.
Automobiles
0.55%0.71%0.55%
The Phoenix Mills Ltd.
Realty
0.94%0.54%0.54%
NTPC Ltd.
Power
3.40%0.52%0.52%
Ashok Leyland Ltd.
Agricultural, Commercial & Construction Vehicles
0.52%0.90%0.52%
PB Fintech Ltd.
Financial Technology (Fintech)
0.51%0.53%0.51%
SRF Ltd.
Chemicals & Petrochemicals
0.88%0.50%0.50%
HCL Technologies Ltd.
IT - Software
0.69%0.50%0.50%
Navin Fluorine International Ltd.
Chemicals & Petrochemicals
0.47%0.50%0.47%
Bharat Forge Ltd.
Auto Components
0.44%0.76%0.44%
Hindustan Petroleum Corporation Ltd.
Petroleum Products
0.71%0.35%0.35%
Persistent Systems Ltd.
IT - Software
0.68%0.31%0.31%
Prestige Estates Projects Ltd.
Realty
0.26%0.51%0.26%
KWALITY WALL'S INDIA LTD
Food Products
0.01%0.01%0.01%

Unique to EDELWEISS FLEXI-CAP

All top holdings are shared with the other fund.

Unique to IB49-Groww Multi Asset Allocat

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
15.4% (7)
Automobiles
4.1% (4)
Petroleum Products
3.8% (2)
Finance
2.6% (2)
IT - Software
2.3% (3)
Construction
1.9% (1)
Telecom - Services
1.8% (1)
Consumer Durables
1.6% (1)
Healthcare Services
1.3% (2)
Pharmaceuticals & Biotechnology
1.2% (2)
Ferrous Metals
1.0% (1)
Chemicals & Petrochemicals
1.0% (2)
Non - Ferrous Metals
0.9% (1)
Realty
0.8% (2)
Capital Markets
0.8% (1)
Diversified FMCG
0.7% (1)
Retailing
0.6% (1)
Cement & Cement Products
0.6% (1)
Leisure Services
0.6% (1)
Power
0.5% (1)
Agricultural, Commercial & Construction Vehicles
0.5% (1)
Financial Technology (Fintech)
0.5% (1)
Auto Components
0.4% (1)
Food Products
0.0% (1)

More comparisons for EDELWEISS FLEXI-CAP

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