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)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in IB11-Groww ELSS Tax Saver | Overlap |
|---|---|---|---|
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
Banks20.4% (6)
Petroleum Products5.8% (2)
Automobiles5.4% (4)
IT - Software4.0% (3)
Construction3.4% (1)
Telecom - Services3.2% (1)
Diversified FMCG2.4% (2)
Pharmaceuticals & Biotechnology2.1% (2)
Finance1.7% (1)
Consumer Durables1.3% (1)
Cement & Cement Products1.0% (1)
Transport Services0.8% (1)
Non - Ferrous Metals0.8% (1)
Retailing0.7% (1)
Power0.7% (1)
Ferrous Metals0.6% (1)
Healthcare Services0.5% (1)
Food Products0.0% (1)
Agricultural, Commercial & Construction Vehicles0.0% (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 IB11-Groww ELSS Tax Saver
- vs SBI BSE 100 ETF64.0% · 42 stocks
- vs IB33-GROWW NIFTY 200 ETF61.9% · 54 stocks
- vs Parag Parikh Large Cap61.9% · 35 stocks
- vs Axis Nifty 100 Index61.8% · 35 stocks
- vs HDFC NIFTY 100 ETF61.8% · 35 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.