EDELWEISS LARGE CAP FUND vs IB11-Groww ELSS Tax Saver Fund

Edelweiss vs Groww· Portfolio Overlap Analysis

54.8%High Overlap
32 common stocksRank #6949 / 20,000

Investor takeaway: At 54.8% 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 (32)

StockWt% in EDELWEISS LARGE CAPWt% in IB11-Groww ELSS Tax SaverOverlap
HDFC Bank Ltd.
Banks
7.59%8.05%7.59%
ICICI Bank Ltd.
Banks
6.63%5.75%5.75%
Reliance Industries Ltd.
Petroleum Products
5.51%5.46%5.46%
State Bank of India
Banks
3.98%3.53%3.53%
Larsen & Toubro Ltd.
Construction
4.35%3.35%3.35%
Bharti Airtel Ltd.
Telecom - Services
3.61%3.23%3.23%
Axis Bank Ltd.
Banks
2.53%2.60%2.53%
Infosys Ltd.
IT - Software
2.78%2.49%2.49%
Mahindra & Mahindra Ltd.
Automobiles
3.22%2.35%2.35%
Bajaj Finance Ltd.
Finance
3.30%1.67%1.67%
Maruti Suzuki India Ltd.
Automobiles
1.64%1.77%1.64%
ITC Ltd.
Diversified FMCG
2.12%1.54%1.54%
Titan Company Ltd.
Consumer Durables
2.09%1.27%1.27%
Tata Consultancy Services Ltd.
IT - Software
1.11%1.08%1.08%
Lupin Ltd.
Pharmaceuticals & Biotechnology
1.08%1.12%1.08%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.18%1.04%1.04%
Ultratech Cement Ltd.
Cement & Cement Products
1.81%1.00%1.00%
Hindustan Unilever Ltd.
Diversified FMCG
0.90%1.29%0.90%
TVS Motor Company Ltd.
Automobiles
0.90%1.36%0.90%
InterGlobe Aviation Ltd.
Transport Services
0.83%1.50%0.83%
Hindalco Industries Ltd.
Non - Ferrous Metals
0.75%1.66%0.75%
Eternal Ltd.
Retailing
0.71%1.15%0.71%
NTPC Ltd.
Power
2.23%0.70%0.70%
Tata Steel Ltd.
Ferrous Metals
0.57%1.56%0.57%
Eicher Motors Ltd.
Automobiles
0.54%1.00%0.54%
Kotak Mahindra Bank Ltd.
Banks
0.49%2.23%0.49%
AU Small Finance Bank Ltd.
Banks
0.48%1.34%0.48%
Fortis Healthcare Ltd.
Healthcare Services
0.47%1.22%0.47%
HCL Technologies Ltd.
IT - Software
0.42%0.50%0.42%
Hindustan Petroleum Corporation Ltd.
Petroleum Products
0.38%0.58%0.38%
KWALITY WALL'S INDIA LTD
Food Products
0.01%0.02%0.01%
Ashok Leyland Ltd.
Agricultural, Commercial & Construction Vehicles
0.00%1.43%0.00%

Unique to EDELWEISS LARGE CAP

All top holdings are shared with the other fund.

Unique to IB11-Groww ELSS Tax Saver

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
20.4% (6)
Petroleum Products
5.8% (2)
Automobiles
5.4% (4)
IT - Software
4.0% (3)
Construction
3.4% (1)
Telecom - Services
3.2% (1)
Diversified FMCG
2.4% (2)
Pharmaceuticals & Biotechnology
2.1% (2)
Finance
1.7% (1)
Consumer Durables
1.3% (1)
Cement & Cement Products
1.0% (1)
Transport Services
0.8% (1)
Non - Ferrous Metals
0.8% (1)
Retailing
0.7% (1)
Power
0.7% (1)
Ferrous Metals
0.6% (1)
Healthcare Services
0.5% (1)
Food Products
0.0% (1)
Agricultural, Commercial & Construction Vehicles
0.0% (1)

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.