EDELWEISS FOCUSED FUND vs NIPPON INDIA QUANT FUND

Edelweiss vs Nippon· Portfolio Overlap Analysis

49.2%High Overlap
13 common stocksRank #11006 / 20,000

Investor takeaway: At 49.2% 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 (13)

StockWt% in EDELWEISS FOCUSEDWt% in NIPPON INDIA QUANTOverlap
HDFC Bank Ltd.
Banks
6.77%5.92%5.92%
ICICI Bank Ltd.
Banks
5.85%7.35%5.85%
Reliance Industries Ltd.
Petroleum Products
5.70%5.95%5.70%
Larsen & Toubro Ltd.
Construction
5.99%5.51%5.51%
State Bank of India
Banks
5.39%6.09%5.39%
Infosys Ltd.
IT - Software
3.21%3.71%3.21%
Mahindra & Mahindra Ltd.
Automobiles
2.99%3.32%2.99%
NTPC Ltd.
Power
3.43%2.72%2.72%
Bharat Electronics Ltd.
Aerospace & Defense
2.70%3.76%2.70%
TVS Motor Company Ltd.
Automobiles
2.70%2.58%2.58%
Tata Steel Ltd.
Ferrous Metals
4.89%2.26%2.26%
Shriram Finance Ltd.
Finance
5.13%2.21%2.21%
Bajaj Finance Ltd.
Finance
3.09%2.12%2.12%

Unique to EDELWEISS FOCUSED

  • Marico Ltd.4.40%
  • KEI Industries Ltd.4.19%

Unique to NIPPON INDIA QUANT

  • Bharti Airtel Limited3.68%

Sector Overlap Breakdown

Banks
17.2% (3)
Petroleum Products
5.7% (1)
Automobiles
5.6% (2)
Construction
5.5% (1)
Finance
4.3% (2)
IT - Software
3.2% (1)
Power
2.7% (1)
Aerospace & Defense
2.7% (1)
Ferrous Metals
2.3% (1)

More comparisons for EDELWEISS FOCUSED

More comparisons for NIPPON INDIA QUANT

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