EDELWEISS FLEXI-CAP FUND vs Shriram Flexi Cap Fund
Edelweiss vs Shriram· Portfolio Overlap Analysis
44.4%High Overlap
29 common stocksRank #17040 / 20,000
Investor takeaway: At 44.4% 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 (29)
| Stock | Wt% in EDELWEISS FLEXI-CAP | Wt% in Shriram Flexi Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 6.07% | 7.33% | 6.07% |
ICICI Bank Ltd. Banks | 4.84% | 4.98% | 4.84% |
State Bank of India Banks | 3.48% | 4.78% | 3.48% |
Reliance Industries Ltd. Petroleum Products | 3.46% | 3.19% | 3.19% |
Larsen & Toubro Ltd. Construction | 3.23% | 2.64% | 2.64% |
NTPC Ltd. Power | 3.40% | 2.60% | 2.60% |
Bharti Airtel Ltd. Telecom - Services | 2.20% | 3.85% | 2.20% |
Infosys Ltd. IT - Software | 2.16% | 2.81% | 2.16% |
Mahindra & Mahindra Ltd. Automobiles | 1.84% | 2.96% | 1.84% |
Tata Steel Ltd. Ferrous Metals | 2.62% | 1.39% | 1.39% |
Bharat Electronics Ltd. Aerospace & Defense | 1.15% | 1.94% | 1.15% |
Marico Ltd. Agricultural Food & other Products | 1.34% | 1.07% | 1.07% |
TVS Motor Company Ltd. Automobiles | 1.07% | 1.57% | 1.07% |
Canara Bank Banks | 1.04% | 1.05% | 1.04% |
Indian Bank Banks | 0.99% | 1.11% | 0.99% |
Maruti Suzuki India Ltd. Automobiles | 0.92% | 0.97% | 0.92% |
Oil India Ltd. Oil | 1.78% | 0.90% | 0.90% |
Axis Bank Ltd. Banks | 0.87% | 3.15% | 0.87% |
Eternal Ltd. Retailing | 0.77% | 0.98% | 0.77% |
Hindustan Petroleum Corporation Ltd. Petroleum Products | 0.71% | 1.51% | 0.71% |
HCL Technologies Ltd. IT - Software | 0.69% | 0.92% | 0.69% |
Muthoot Finance Ltd. Finance | 1.15% | 0.62% | 0.62% |
Tech Mahindra Ltd. IT - Software | 0.56% | 0.84% | 0.56% |
Eicher Motors Ltd. Automobiles | 0.55% | 1.60% | 0.55% |
Navin Fluorine International Ltd. Chemicals & Petrochemicals | 0.47% | 0.52% | 0.47% |
Persistent Systems Ltd. IT - Software | 0.68% | 0.46% | 0.46% |
Coforge Ltd. IT - Software | 0.69% | 0.40% | 0.40% |
ICICI Prudential Asset Mgmt Co Ltd. Capital Markets | 0.38% | 0.56% | 0.38% |
BSE Ltd. Capital Markets | 0.37% | 0.41% | 0.37% |
Unique to EDELWEISS FLEXI-CAP
- Ultratech Cement Ltd.2.12%
Unique to Shriram Flexi Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.3% (6)
Automobiles4.4% (4)
IT - Software4.3% (5)
Petroleum Products3.9% (2)
Construction2.6% (1)
Power2.6% (1)
Telecom - Services2.2% (1)
Ferrous Metals1.4% (1)
Aerospace & Defense1.1% (1)
Agricultural Food & other Products1.1% (1)
Oil0.9% (1)
Retailing0.8% (1)
Capital Markets0.8% (2)
Finance0.6% (1)
Chemicals & Petrochemicals0.5% (1)
More comparisons for EDELWEISS FLEXI-CAP
- vs EDELWEISS MULTI CAP65.6% · 74 stocks
- vs EDELWEISS ELSS TAX SAVER60.3% · 57 stocks
- vs CANARA ROBECO LARGE CAP55.3% · 42 stocks
- vs IB11-Groww ELSS Tax Saver55.2% · 41 stocks
- vs EDELWEISS LARGE CAP54.5% · 44 stocks
More comparisons for Shriram Flexi Cap
- vs Shriram ELSS Tax Saver96.1% · 70 stocks
- vs Shriram Balanced Advantage54.4% · 43 stocks
- vs Kotak Large Cap53.9% · 25 stocks
- vs Shriram Aggressive Hybrid53.6% · 47 stocks
- vs EDELWEISS LARGE CAP53.4% · 31 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.