EDELWEISS LARGE CAP FUND vs Invesco India Largecap Fund
Edelweiss vs Invesco· Portfolio Overlap Analysis
45.7%High Overlap
24 common stocksRank #14955 / 20,000
Investor takeaway: At 45.7% 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 (24)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in Invesco India Largecap | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.59% | 7.22% | 7.22% |
ICICI Bank Ltd. Banks | 6.63% | 7.86% | 6.63% |
Larsen & Toubro Ltd. Construction | 4.35% | 4.36% | 4.35% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 3.54% | 3.54% |
Bajaj Finance Ltd. Finance | 3.30% | 3.93% | 3.30% |
Infosys Ltd. IT - Software | 2.78% | 4.68% | 2.78% |
Axis Bank Ltd. Banks | 2.53% | 2.27% | 2.27% |
Titan Company Ltd. Consumer Durables | 2.09% | 2.55% | 2.09% |
Ultratech Cement Ltd. Cement & Cement Products | 1.81% | 2.28% | 1.81% |
Mahindra & Mahindra Ltd. Automobiles | 3.22% | 1.56% | 1.56% |
Bank of Baroda Banks | 1.29% | 1.64% | 1.29% |
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 1.19% | 2.95% | 1.19% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 1.81% | 1.12% | 1.12% |
Tech Mahindra Ltd. IT - Software | 1.04% | 2.51% | 1.04% |
InterGlobe Aviation Ltd. Transport Services | 0.83% | 3.22% | 0.83% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.75% | 0.98% | 0.75% |
Eternal Ltd. Retailing | 0.71% | 3.07% | 0.71% |
Samvardhana Motherson International Ltd. Auto Components | 0.62% | 1.18% | 0.62% |
Asian Paints Ltd. Consumer Durables | 0.58% | 2.30% | 0.58% |
ICICI Prudential Asset Mgmt Co Ltd. Capital Markets | 0.57% | 5.88% | 0.57% |
Eicher Motors Ltd. Automobiles | 0.54% | 2.82% | 0.54% |
Vishal Mega Mart Ltd Retailing | 0.47% | 1.04% | 0.47% |
Cholamandalam Investment & Finance Company Ltd. Finance | 0.47% | 2.27% | 0.47% |
KWALITY WALL'S INDIA LTD Food Products | 0.01% | 0.03% | 0.01% |
Unique to EDELWEISS LARGE CAP
- Reliance Industries Ltd.5.51%
- State Bank of India3.98%
Unique to Invesco India Largecap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.4% (4)
Construction4.3% (1)
IT - Software3.8% (2)
Finance3.8% (2)
Telecom - Services3.5% (1)
Consumer Durables2.7% (2)
Automobiles2.1% (2)
Cement & Cement Products1.8% (1)
Pharmaceuticals & Biotechnology1.2% (1)
Retailing1.2% (2)
Healthcare Services1.1% (1)
Transport Services0.8% (1)
Non - Ferrous Metals0.8% (1)
Auto Components0.6% (1)
Capital Markets0.6% (1)
Food Products0.0% (1)
More comparisons for EDELWEISS LARGE CAP
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- vs CANARA ROBECO LARGE CAP65.6% · 40 stocks
- vs Axis Nifty 100 Index65.4% · 46 stocks
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- vs Motilal Oswal Nifty 100 ETF65.4% · 46 stocks
More comparisons for Invesco India Largecap
- vs Invesco India ESG Integration 57.8% · 26 stocks
- vs CANARA ROBECO LARGE CAP54.7% · 31 stocks
- vs Axis Large Cap53.3% · 26 stocks
- vs CANARA ROBECO FOCUSED51.8% · 18 stocks
- vs IB01-Groww Large Cap51.1% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.