EDELWEISS LARGE CAP FUND vs HDFC Large Cap Fund
Edelweiss vs HDFC· Portfolio Overlap Analysis
48.0%High Overlap
29 common stocksRank #12229 / 20,000
Investor takeaway: At 48.0% 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 LARGE CAP | Wt% in HDFC Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.59% | 8.58% | 7.59% |
ICICI Bank Ltd. Banks | 6.63% | 9.50% | 6.63% |
Reliance Industries Ltd. Petroleum Products | 5.51% | 4.96% | 4.96% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 5.59% | 3.61% |
Infosys Ltd. IT - Software | 2.78% | 3.67% | 2.78% |
Axis Bank Ltd. Banks | 2.53% | 3.70% | 2.53% |
NTPC Ltd. Power | 2.23% | 2.13% | 2.13% |
Titan Company Ltd. Consumer Durables | 2.09% | 4.45% | 2.09% |
State Bank of India Banks | 3.98% | 1.91% | 1.91% |
Larsen & Toubro Ltd. Construction | 4.35% | 1.40% | 1.40% |
Maruti Suzuki India Ltd. Automobiles | 1.64% | 1.33% | 1.33% |
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 1.19% | 3.44% | 1.19% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 1.08% | 2.65% | 1.08% |
Ultratech Cement Ltd. Cement & Cement Products | 1.81% | 1.03% | 1.03% |
Mahindra & Mahindra Ltd. Automobiles | 3.22% | 0.84% | 0.84% |
InterGlobe Aviation Ltd. Transport Services | 0.83% | 1.81% | 0.83% |
Eternal Ltd. Retailing | 0.71% | 1.86% | 0.71% |
Tata Consumer Products Ltd. Agricultural Food & other Products | 0.70% | 1.44% | 0.70% |
Tata Motors Ltd. Agricultural, Commercial & Construction Vehicles | 0.63% | 2.16% | 0.63% |
ICICI Prudential Asset Mgmt Co Ltd. Capital Markets | 0.57% | 1.06% | 0.57% |
Eicher Motors Ltd. Automobiles | 0.54% | 1.25% | 0.54% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.18% | 0.51% | 0.51% |
Bajaj Auto Ltd. Automobiles | 0.51% | 3.10% | 0.51% |
Kotak Mahindra Bank Ltd. Banks | 0.49% | 5.34% | 0.49% |
Vishal Mega Mart Ltd Retailing | 0.47% | 1.45% | 0.47% |
Cholamandalam Investment & Finance Company Ltd. Finance | 0.47% | 2.26% | 0.47% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.75% | 0.21% | 0.21% |
SBI Life Insurance Company Ltd. Insurance | 0.76% | 0.20% | 0.20% |
Cummins India Ltd. Industrial Products | 0.06% | 0.28% | 0.06% |
Unique to EDELWEISS LARGE CAP
- Bajaj Finance Ltd.3.30%
Unique to HDFC Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.1% (5)
Petroleum Products5.0% (1)
Telecom - Services3.6% (1)
Automobiles3.2% (4)
IT - Software2.8% (1)
Pharmaceuticals & Biotechnology2.8% (3)
Power2.1% (1)
Consumer Durables2.1% (1)
Construction1.4% (1)
Retailing1.2% (2)
Cement & Cement Products1.0% (1)
Transport Services0.8% (1)
Agricultural Food & other Products0.7% (1)
Agricultural, Commercial & Construction Vehicles0.6% (1)
Capital Markets0.6% (1)
Finance0.5% (1)
Non - Ferrous Metals0.2% (1)
Insurance0.2% (1)
Industrial Products0.1% (1)
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More comparisons for HDFC Large Cap
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- vs HDFC Nifty 50 Index55.5% · 26 stocks
- vs ICICI Prudential Nifty 50 ETF55.5% · 26 stocks
- vs Mirae Asset Nifty 50 ETF55.5% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.