EDELWEISS LARGE CAP FUND vs Franklin India ELSS Tax Saver Fund

Edelweiss vs Franklin· Portfolio Overlap Analysis

46.4%High Overlap
19 common stocksRank #14059 / 20,000

Investor takeaway: At 46.4% 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 (19)

StockWt% in EDELWEISS LARGE CAPWt% in Franklin India ELSS Tax SaverOverlap
HDFC Bank Ltd.
Banks
7.59%9.04%7.59%
ICICI Bank Ltd.
Banks
6.63%7.10%6.63%
Larsen & Toubro Ltd.
Construction
4.35%5.90%4.35%
State Bank of India
Banks
3.98%5.31%3.98%
Bharti Airtel Ltd.
Telecom - Services
3.61%3.50%3.50%
Reliance Industries Ltd.
Petroleum Products
5.51%3.20%3.20%
Infosys Ltd.
IT - Software
2.78%3.81%2.78%
Mahindra & Mahindra Ltd.
Automobiles
3.22%2.75%2.75%
Axis Bank Ltd.
Banks
2.53%5.35%2.53%
NTPC Ltd.
Power
2.23%2.13%2.13%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
1.81%2.38%1.81%
Marico Ltd.
Agricultural Food & other Products
0.96%2.13%0.96%
InterGlobe Aviation Ltd.
Transport Services
0.83%1.39%0.83%
Eternal Ltd.
Retailing
0.71%2.88%0.71%
Britannia Industries Ltd.
Food Products
0.68%1.57%0.68%
Tata Steel Ltd.
Ferrous Metals
0.57%1.57%0.57%
Kotak Mahindra Bank Ltd.
Banks
0.49%3.23%0.49%
Cholamandalam Investment & Finance Company Ltd.
Finance
0.47%1.44%0.47%
HCL Technologies Ltd.
IT - Software
0.42%3.17%0.42%

Unique to EDELWEISS LARGE CAP

  • Bajaj Finance Ltd.3.30%

Unique to Franklin India ELSS Tax Saver

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
21.2% (5)
Construction
4.3% (1)
Telecom - Services
3.5% (1)
Petroleum Products
3.2% (1)
IT - Software
3.2% (2)
Automobiles
2.8% (1)
Power
2.1% (1)
Healthcare Services
1.8% (1)
Agricultural Food & other Products
1.0% (1)
Transport Services
0.8% (1)
Retailing
0.7% (1)
Food Products
0.7% (1)
Ferrous Metals
0.6% (1)
Finance
0.5% (1)

More comparisons for EDELWEISS LARGE CAP

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