EDELWEISS LARGE CAP FUND vs HDFC Retirement Savings Fund - Equity Plan
Edelweiss vs HDFC· Portfolio Overlap Analysis
45.3%High Overlap
24 common stocksRank #15577 / 20,000
Investor takeaway: At 45.3% 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 (24)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in HDFC Retirement Savings Fund - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.59% | 7.62% | 7.59% |
ICICI Bank Ltd. Banks | 6.63% | 6.31% | 6.31% |
Reliance Industries Ltd. Petroleum Products | 5.51% | 3.99% | 3.99% |
State Bank of India Banks | 3.98% | 3.44% | 3.44% |
Infosys Ltd. IT - Software | 2.78% | 2.98% | 2.78% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 2.69% | 2.69% |
Axis Bank Ltd. Banks | 2.53% | 4.75% | 2.53% |
Larsen & Toubro Ltd. Construction | 4.35% | 2.45% | 2.45% |
Maruti Suzuki India Ltd. Automobiles | 1.64% | 3.19% | 1.64% |
ITC Ltd. Diversified FMCG | 2.12% | 1.48% | 1.48% |
NTPC Ltd. Power | 2.23% | 1.37% | 1.37% |
HDFC Life Insurance Company Ltd. Insurance | 1.45% | 1.13% | 1.13% |
Tata Consultancy Services Ltd. IT - Software | 1.11% | 2.64% | 1.11% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 1.08% | 1.48% | 1.08% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 1.81% | 0.84% | 0.84% |
InterGlobe Aviation Ltd. Transport Services | 0.83% | 0.83% | 0.83% |
Godrej Consumer Products Ltd. Personal Products | 0.71% | 0.64% | 0.64% |
Tata Steel Ltd. Ferrous Metals | 0.57% | 1.06% | 0.57% |
Eicher Motors Ltd. Automobiles | 0.54% | 1.72% | 0.54% |
Bajaj Auto Ltd. Automobiles | 0.51% | 1.93% | 0.51% |
Power Grid Corporation of India Ltd. Power | 0.51% | 2.14% | 0.51% |
Kotak Mahindra Bank Ltd. Banks | 0.49% | 3.39% | 0.49% |
HCL Technologies Ltd. IT - Software | 0.42% | 1.99% | 0.42% |
Hindustan Petroleum Corporation Ltd. Petroleum Products | 0.38% | 1.07% | 0.38% |
Unique to EDELWEISS LARGE CAP
- Bajaj Finance Ltd.3.30%
- Mahindra & Mahindra Ltd.3.22%
Unique to HDFC Retirement Savings Fund -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks20.4% (5)
Petroleum Products4.4% (2)
IT - Software4.3% (3)
Telecom - Services2.7% (1)
Automobiles2.7% (3)
Construction2.5% (1)
Power1.9% (2)
Diversified FMCG1.5% (1)
Insurance1.1% (1)
Pharmaceuticals & Biotechnology1.1% (1)
Healthcare Services0.8% (1)
Transport Services0.8% (1)
Personal Products0.6% (1)
Ferrous Metals0.6% (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 HDFC Retirement Savings Fund -
- vs HDFC Retirement Savings Fund -64.1% · 52 stocks
- vs HDFC ELSS Tax saver57.2% · 32 stocks
- vs HDFC Hybrid Equity53.0% · 35 stocks
- vs HDFC Flexi Cap51.6% · 26 stocks
- vs LIC MF NIFTY 50 ETF50.8% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.