EDELWEISS LARGE CAP FUND vs ICICI Prudential ELSS Tax Saver Fund

Edelweiss vs ICICI· Portfolio Overlap Analysis

47.9%High Overlap
28 common stocksRank #12345 / 20,000

Investor takeaway: At 47.9% 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)

StockWt% in EDELWEISS LARGE CAPWt% in ICICI Prudential ELSS Tax SaveOverlap
ICICI Bank Ltd.
Banks
6.63%7.75%6.63%
HDFC Bank Ltd.
Banks
7.59%6.40%6.40%
Reliance Industries Ltd.
Petroleum Products
5.51%5.35%5.35%
Larsen & Toubro Ltd.
Construction
4.35%4.88%4.35%
Bharti Airtel Ltd.
Telecom - Services
3.61%2.54%2.54%
Axis Bank Ltd.
Banks
2.53%6.16%2.53%
NTPC Ltd.
Power
2.23%4.41%2.23%
Infosys Ltd.
IT - Software
2.78%1.97%1.97%
State Bank of India
Banks
3.98%1.90%1.90%
Ultratech Cement Ltd.
Cement & Cement Products
1.81%1.90%1.81%
Maruti Suzuki India Ltd.
Automobiles
1.64%3.85%1.64%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.18%6.40%1.18%
Tata Consultancy Services Ltd.
IT - Software
1.11%1.19%1.11%
TVS Motor Company Ltd.
Automobiles
0.90%4.23%0.90%
Hindustan Unilever Ltd.
Diversified FMCG
0.90%0.86%0.86%
InterGlobe Aviation Ltd.
Transport Services
0.83%1.27%0.83%
SBI Life Insurance Company Ltd.
Insurance
0.76%2.02%0.76%
Eternal Ltd.
Retailing
0.71%1.37%0.71%
Oil & Natural Gas Corporation Ltd.
Oil
0.65%1.23%0.65%
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
0.63%0.69%0.63%
Samvardhana Motherson International Ltd.
Auto Components
0.62%0.93%0.62%
Mahindra & Mahindra Ltd.
Automobiles
3.22%0.47%0.47%
Avenue Supermarts Ltd.
Retailing
0.47%4.51%0.47%
ITC Ltd.
Diversified FMCG
2.12%0.38%0.38%
Bharat Petroleum Corporation Ltd.
Petroleum Products
0.63%0.36%0.36%
Lupin Ltd.
Pharmaceuticals & Biotechnology
1.08%0.32%0.32%
Tech Mahindra Ltd.
IT - Software
1.04%0.26%0.26%
KWALITY WALL'S INDIA LTD
Food Products
0.01%0.01%0.01%

Unique to EDELWEISS LARGE CAP

  • Bajaj Finance Ltd.3.30%

Unique to ICICI Prudential ELSS Tax Save

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
17.5% (4)
Petroleum Products
5.7% (2)
Construction
4.3% (1)
IT - Software
3.3% (3)
Automobiles
3.0% (3)
Telecom - Services
2.5% (1)
Power
2.2% (1)
Cement & Cement Products
1.8% (1)
Pharmaceuticals & Biotechnology
1.5% (2)
Diversified FMCG
1.2% (2)
Retailing
1.2% (2)
Transport Services
0.8% (1)
Insurance
0.8% (1)
Oil
0.7% (1)
Agricultural, Commercial & Construction Vehicles
0.6% (1)
Auto Components
0.6% (1)
Food Products
0.0% (1)

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