EDELWEISS LARGE CAP FUND vs IB01-Groww Large Cap Fund
Edelweiss vs Groww· Portfolio Overlap Analysis
55.9%High Overlap
28 common stocksRank #6520 / 20,000
Investor takeaway: At 55.9% 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 (28)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in IB01-Groww Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.59% | 7.80% | 7.59% |
ICICI Bank Ltd. Banks | 6.63% | 8.30% | 6.63% |
Larsen & Toubro Ltd. Construction | 4.35% | 6.74% | 4.35% |
Reliance Industries Ltd. Petroleum Products | 5.51% | 4.31% | 4.31% |
State Bank of India Banks | 3.98% | 4.64% | 3.98% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 4.13% | 3.61% |
Bajaj Finance Ltd. Finance | 3.30% | 3.32% | 3.30% |
Mahindra & Mahindra Ltd. Automobiles | 3.22% | 2.60% | 2.60% |
Axis Bank Ltd. Banks | 2.53% | 2.61% | 2.53% |
Infosys Ltd. IT - Software | 2.78% | 2.03% | 2.03% |
Ultratech Cement Ltd. Cement & Cement Products | 1.81% | 2.48% | 1.81% |
Maruti Suzuki India Ltd. Automobiles | 1.64% | 1.92% | 1.64% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 1.81% | 1.48% | 1.48% |
Bank of Baroda Banks | 1.29% | 1.58% | 1.29% |
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 1.19% | 2.61% | 1.19% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.18% | 1.54% | 1.18% |
NTPC Ltd. Power | 2.23% | 1.07% | 1.07% |
Hindustan Unilever Ltd. Diversified FMCG | 0.90% | 1.15% | 0.90% |
Eternal Ltd. Retailing | 0.71% | 2.04% | 0.71% |
Samvardhana Motherson International Ltd. Auto Components | 0.62% | 1.18% | 0.62% |
Tata Steel Ltd. Ferrous Metals | 0.57% | 1.27% | 0.57% |
Eicher Motors Ltd. Automobiles | 0.54% | 1.88% | 0.54% |
Bajaj Auto Ltd. Automobiles | 0.51% | 1.49% | 0.51% |
Kotak Mahindra Bank Ltd. Banks | 0.49% | 2.47% | 0.49% |
Avenue Supermarts Ltd. Retailing | 0.47% | 1.74% | 0.47% |
Cholamandalam Investment & Finance Company Ltd. Finance | 0.47% | 2.45% | 0.47% |
Cummins India Ltd. Industrial Products | 0.06% | 3.39% | 0.06% |
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 IB01-Groww Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks22.5% (6)
Automobiles5.3% (4)
Construction4.3% (1)
Petroleum Products4.3% (1)
Finance3.8% (2)
Telecom - Services3.6% (1)
Pharmaceuticals & Biotechnology2.4% (2)
IT - Software2.0% (1)
Cement & Cement Products1.8% (1)
Healthcare Services1.5% (1)
Retailing1.2% (2)
Power1.1% (1)
Diversified FMCG0.9% (1)
Auto Components0.6% (1)
Ferrous Metals0.6% (1)
Industrial Products0.1% (1)
Food Products0.0% (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 IB01-Groww Large Cap
- vs CANARA ROBECO LARGE CAP62.7% · 26 stocks
- vs Axis Large Cap62.6% · 26 stocks
- vs IB03-Groww Aggressive Hybrid62.0% · 32 stocks
- vs Baroda BNP Paribas Nifty 50 In61.4% · 25 stocks
- vs HDFC NIFTY 50 ETF61.3% · 25 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.