EDELWEISS LARGE CAP FUND vs ICICI Prudential Equity Minimum Variance Fund

Edelweiss vs ICICI· Portfolio Overlap Analysis

48.6%High Overlap
26 common stocksRank #11539 / 20,000

Investor takeaway: At 48.6% 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 (26)

StockWt% in EDELWEISS LARGE CAPWt% in ICICI Prudential Equity MinimuOverlap
ICICI Bank Ltd.
Banks
6.63%7.85%6.63%
Reliance Industries Ltd.
Petroleum Products
5.51%5.95%5.51%
HDFC Bank Ltd.
Banks
7.59%4.68%4.68%
Bharti Airtel Ltd.
Telecom - Services
3.61%3.74%3.61%
Infosys Ltd.
IT - Software
2.78%2.78%2.78%
Axis Bank Ltd.
Banks
2.53%3.55%2.53%
NTPC Ltd.
Power
2.23%2.44%2.23%
ITC Ltd.
Diversified FMCG
2.12%3.40%2.12%
State Bank of India
Banks
3.98%1.97%1.97%
Ultratech Cement Ltd.
Cement & Cement Products
1.81%3.61%1.81%
Larsen & Toubro Ltd.
Construction
4.35%1.75%1.75%
Maruti Suzuki India Ltd.
Automobiles
1.64%2.99%1.64%
HDFC Life Insurance Company Ltd.
Insurance
1.45%4.42%1.45%
Titan Company Ltd.
Consumer Durables
2.09%1.23%1.23%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.18%3.62%1.18%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
1.81%1.11%1.11%
Tata Consultancy Services Ltd.
IT - Software
1.11%3.00%1.11%
Hindustan Unilever Ltd.
Diversified FMCG
0.90%4.10%0.90%
Tech Mahindra Ltd.
IT - Software
1.04%0.86%0.86%
InterGlobe Aviation Ltd.
Transport Services
0.83%1.56%0.83%
Britannia Industries Ltd.
Food Products
0.68%2.42%0.68%
Bajaj Auto Ltd.
Automobiles
0.51%3.96%0.51%
Power Grid Corporation of India Ltd.
Power
0.51%1.68%0.51%
Kotak Mahindra Bank Ltd.
Banks
0.49%1.68%0.49%
SBI Life Insurance Company Ltd.
Insurance
0.76%0.30%0.30%
Asian Paints Ltd.
Consumer Durables
0.58%0.17%0.17%

Unique to EDELWEISS LARGE CAP

  • Bajaj Finance Ltd.3.30%
  • Mahindra & Mahindra Ltd.3.22%

Unique to ICICI Prudential Equity Minimu

  • Bajaj Finserv Ltd.3.74%

Sector Overlap Breakdown

Banks
16.3% (5)
Petroleum Products
5.5% (1)
IT - Software
4.8% (3)
Telecom - Services
3.6% (1)
Diversified FMCG
3.0% (2)
Power
2.7% (2)
Automobiles
2.1% (2)
Cement & Cement Products
1.8% (1)
Construction
1.8% (1)
Insurance
1.8% (2)
Consumer Durables
1.4% (2)
Pharmaceuticals & Biotechnology
1.2% (1)
Healthcare Services
1.1% (1)
Transport Services
0.8% (1)
Food Products
0.7% (1)

More comparisons for EDELWEISS LARGE CAP

More comparisons for ICICI Prudential Equity Minimu

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