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)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in Franklin India ELSS Tax Saver | Overlap |
|---|---|---|---|
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
Banks21.2% (5)
Construction4.3% (1)
Telecom - Services3.5% (1)
Petroleum Products3.2% (1)
IT - Software3.2% (2)
Automobiles2.8% (1)
Power2.1% (1)
Healthcare Services1.8% (1)
Agricultural Food & other Products1.0% (1)
Transport Services0.8% (1)
Retailing0.7% (1)
Food Products0.7% (1)
Ferrous Metals0.6% (1)
Finance0.5% (1)
More comparisons for EDELWEISS LARGE CAP
- vs SBI BSE 100 ETF65.9% · 50 stocks
- vs CANARA ROBECO LARGE CAP65.6% · 40 stocks
- vs Axis Nifty 100 Index65.4% · 46 stocks
- vs HDFC NIFTY 100 ETF65.4% · 46 stocks
- vs Motilal Oswal Nifty 100 ETF65.4% · 46 stocks
More comparisons for Franklin India ELSS Tax Saver
- vs Franklin India Flexi Cap Fund 82.6% · 42 stocks
- vs CANARA ROBECO LARGE CAP56.9% · 22 stocks
- vs HDFC BSE Sensex Index56.7% · 16 stocks
- vs HDFC BSE SENSEX ETF56.7% · 16 stocks
- vs ICICI Prudential BSE Sensex ET56.7% · 16 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.