EDELWEISS LARGE CAP FUND vs HDFC Equity Savings Fund
Edelweiss vs HDFC· Portfolio Overlap Analysis
47.8%High Overlap
36 common stocksRank #12474 / 20,000
Investor takeaway: At 47.8% 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 (36)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in HDFC Equity Savings | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.59% | 7.80% | 7.59% |
Reliance Industries Ltd. Petroleum Products | 5.51% | 5.64% | 5.51% |
ICICI Bank Ltd. Banks | 6.63% | 4.26% | 4.26% |
Larsen & Toubro Ltd. Construction | 4.35% | 3.10% | 3.10% |
State Bank of India Banks | 3.98% | 2.91% | 2.91% |
NTPC Ltd. Power | 2.23% | 2.25% | 2.23% |
Titan Company Ltd. Consumer Durables | 2.09% | 3.52% | 2.09% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 1.96% | 1.96% |
Bajaj Finance Ltd. Finance | 3.30% | 1.72% | 1.72% |
Axis Bank Ltd. Banks | 2.53% | 1.64% | 1.64% |
Maruti Suzuki India Ltd. Automobiles | 1.64% | 1.75% | 1.64% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.18% | 4.32% | 1.18% |
Tata Consultancy Services Ltd. IT - Software | 1.11% | 1.12% | 1.11% |
Infosys Ltd. IT - Software | 2.78% | 1.10% | 1.10% |
Mahindra & Mahindra Ltd. Automobiles | 3.22% | 0.79% | 0.79% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.75% | 1.08% | 0.75% |
Oil & Natural Gas Corporation Ltd. Oil | 0.65% | 1.18% | 0.65% |
SBI Life Insurance Company Ltd. Insurance | 0.76% | 0.62% | 0.62% |
ITC Ltd. Diversified FMCG | 2.12% | 0.61% | 0.61% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 1.08% | 0.59% | 0.59% |
HDFC Life Insurance Company Ltd. Insurance | 1.45% | 0.58% | 0.58% |
Eicher Motors Ltd. Automobiles | 0.54% | 0.72% | 0.54% |
Bajaj Auto Ltd. Automobiles | 0.51% | 0.76% | 0.51% |
Power Grid Corporation of India Ltd. Power | 0.51% | 1.03% | 0.51% |
Hindustan Unilever Ltd. Diversified FMCG | 0.90% | 0.49% | 0.49% |
Kotak Mahindra Bank Ltd. Banks | 0.49% | 1.52% | 0.49% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 1.81% | 0.47% | 0.47% |
Tata Steel Ltd. Ferrous Metals | 0.57% | 0.47% | 0.47% |
Ultratech Cement Ltd. Cement & Cement Products | 1.81% | 0.45% | 0.45% |
HCL Technologies Ltd. IT - Software | 0.42% | 0.82% | 0.42% |
Tech Mahindra Ltd. IT - Software | 1.04% | 0.35% | 0.35% |
Hindustan Petroleum Corporation Ltd. Petroleum Products | 0.38% | 0.30% | 0.30% |
Nestle India Ltd. Food Products | 0.72% | 0.08% | 0.08% |
Eternal Ltd. Retailing | 0.71% | 0.02% | 0.02% |
Tata Consumer Products Ltd. Agricultural Food & other Products | 0.70% | 0.01% | 0.01% |
KWALITY WALL'S INDIA LTD Food Products | 0.01% | 0.01% | 0.01% |
Unique to EDELWEISS LARGE CAP
All top holdings are shared with the other fund.
Unique to HDFC Equity Savings
- Adani Ports & Special Economic Zone1.99%
Sector Overlap Breakdown
Banks16.9% (5)
Petroleum Products5.8% (2)
Automobiles3.5% (4)
Construction3.1% (1)
IT - Software3.0% (4)
Power2.7% (2)
Consumer Durables2.1% (1)
Telecom - Services2.0% (1)
Pharmaceuticals & Biotechnology1.8% (2)
Finance1.7% (1)
Insurance1.2% (2)
Diversified FMCG1.1% (2)
Non - Ferrous Metals0.8% (1)
Oil0.7% (1)
Healthcare Services0.5% (1)
Ferrous Metals0.5% (1)
Cement & Cement Products0.5% (1)
Food Products0.1% (2)
Retailing0.0% (1)
Agricultural Food & other Products0.0% (1)
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More comparisons for HDFC Equity Savings
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- vs ICICI Prudential Nifty 50 ETF51.4% · 38 stocks
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- vs SBI Nifty Index51.4% · 38 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.