EDELWEISS LARGE CAP FUND vs IB03-Groww Aggressive Hybrid Fund
Edelweiss vs Groww· Portfolio Overlap Analysis
47.2%High Overlap
23 common stocksRank #13008 / 20,000
Investor takeaway: At 47.2% 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 (23)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in IB03-Groww Aggressive Hybrid | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.59% | 6.98% | 6.98% |
ICICI Bank Ltd. Banks | 6.63% | 8.09% | 6.63% |
Larsen & Toubro Ltd. Construction | 4.35% | 5.62% | 4.35% |
State Bank of India Banks | 3.98% | 3.97% | 3.97% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 3.69% | 3.61% |
Bajaj Finance Ltd. Finance | 3.30% | 2.85% | 2.85% |
Reliance Industries Ltd. Petroleum Products | 5.51% | 2.81% | 2.81% |
Infosys Ltd. IT - Software | 2.78% | 2.26% | 2.26% |
Mahindra & Mahindra Ltd. Automobiles | 3.22% | 2.05% | 2.05% |
Ultratech Cement Ltd. Cement & Cement Products | 1.81% | 1.74% | 1.74% |
NTPC Ltd. Power | 2.23% | 1.41% | 1.41% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.18% | 3.02% | 1.18% |
Axis Bank Ltd. Banks | 2.53% | 1.09% | 1.09% |
Maruti Suzuki India Ltd. Automobiles | 1.64% | 1.08% | 1.08% |
Bank of Baroda Banks | 1.29% | 1.05% | 1.05% |
JB Chemicals & Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 0.76% | 1.02% | 0.76% |
Eternal Ltd. Retailing | 0.71% | 0.96% | 0.71% |
Samvardhana Motherson International Ltd. Auto Components | 0.62% | 2.06% | 0.62% |
Eicher Motors Ltd. Automobiles | 0.54% | 1.12% | 0.54% |
Bajaj Auto Ltd. Automobiles | 0.51% | 0.99% | 0.51% |
Kotak Mahindra Bank Ltd. Banks | 0.49% | 1.38% | 0.49% |
Avenue Supermarts Ltd. Retailing | 0.47% | 0.75% | 0.47% |
Cummins India Ltd. Industrial Products | 0.06% | 2.60% | 0.06% |
Unique to EDELWEISS LARGE CAP
All top holdings are shared with the other fund.
Unique to IB03-Groww Aggressive Hybrid
- Max Financial Services Limited2.93%
Sector Overlap Breakdown
Banks20.2% (6)
Construction4.3% (1)
Automobiles4.2% (4)
Telecom - Services3.6% (1)
Finance2.9% (1)
Petroleum Products2.8% (1)
IT - Software2.3% (1)
Pharmaceuticals & Biotechnology1.9% (2)
Cement & Cement Products1.7% (1)
Power1.4% (1)
Retailing1.2% (2)
Auto Components0.6% (1)
Industrial Products0.1% (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 IB03-Groww Aggressive Hybrid
- vs IB01-Groww Large Cap62.0% · 32 stocks
- vs Kotak Large Cap51.3% · 22 stocks
- vs Axis Large Cap51.2% · 22 stocks
- vs CANARA ROBECO LARGE CAP50.9% · 21 stocks
- vs HDFC NIFTY 50 ETF50.9% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.