EDELWEISS LARGE CAP FUND vs Kotak ELSS Tax Saver Fund
Edelweiss vs Kotak· Portfolio Overlap Analysis
49.8%High Overlap
28 common stocksRank #10497 / 20,000
Investor takeaway: At 49.8% 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 (28)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in Kotak ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.59% | 8.38% | 7.59% |
ICICI Bank Ltd. Banks | 6.63% | 4.99% | 4.99% |
State Bank of India Banks | 3.98% | 5.96% | 3.98% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 3.60% | 3.60% |
Infosys Ltd. IT - Software | 2.78% | 2.82% | 2.78% |
Larsen & Toubro Ltd. Construction | 4.35% | 2.60% | 2.60% |
Bajaj Finance Ltd. Finance | 3.30% | 2.47% | 2.47% |
NTPC Ltd. Power | 2.23% | 2.81% | 2.23% |
Axis Bank Ltd. Banks | 2.53% | 2.18% | 2.18% |
Mahindra & Mahindra Ltd. Automobiles | 3.22% | 1.87% | 1.87% |
Ultratech Cement Ltd. Cement & Cement Products | 1.81% | 1.90% | 1.81% |
Reliance Industries Ltd. Petroleum Products | 5.51% | 1.80% | 1.80% |
Bank of Baroda Banks | 1.29% | 1.93% | 1.29% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.18% | 2.05% | 1.18% |
Tech Mahindra Ltd. IT - Software | 1.04% | 2.88% | 1.04% |
TVS Motor Company Ltd. Automobiles | 0.90% | 1.07% | 0.90% |
InterGlobe Aviation Ltd. Transport Services | 0.83% | 1.71% | 0.83% |
Indus Towers Ltd. Telecom - Services | 0.83% | 1.00% | 0.83% |
Eternal Ltd. Retailing | 0.71% | 2.33% | 0.71% |
Britannia Industries Ltd. Food Products | 0.68% | 2.69% | 0.68% |
Aptus Value Housing Finance India Ltd. Finance | 0.66% | 0.82% | 0.66% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 0.63% | 2.43% | 0.63% |
Mphasis Ltd. IT - Software | 0.63% | 1.63% | 0.63% |
ICICI Prudential Asset Mgmt Co Ltd. Capital Markets | 0.57% | 0.60% | 0.57% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 1.08% | 0.54% | 0.54% |
Power Grid Corporation of India Ltd. Power | 0.51% | 1.46% | 0.51% |
Kotak Mahindra Bank Ltd. Banks | 0.49% | 1.47% | 0.49% |
Hindustan Petroleum Corporation Ltd. Petroleum Products | 0.38% | 2.59% | 0.38% |
Unique to EDELWEISS LARGE CAP
All top holdings are shared with the other fund.
Unique to Kotak ELSS Tax Saver
- Hero MotoCorp Ltd.2.70%
Sector Overlap Breakdown
Banks20.5% (6)
IT - Software4.5% (3)
Telecom - Services4.4% (2)
Finance3.1% (2)
Petroleum Products2.8% (3)
Automobiles2.8% (2)
Power2.7% (2)
Construction2.6% (1)
Cement & Cement Products1.8% (1)
Pharmaceuticals & Biotechnology1.7% (2)
Transport Services0.8% (1)
Retailing0.7% (1)
Food Products0.7% (1)
Capital Markets0.6% (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 Kotak ELSS Tax Saver
- vs Kotak Large & Midcap57.2% · 34 stocks
- vs Kotak ESG Exclusionary Strateg55.2% · 25 stocks
- vs Kotak Contra54.6% · 30 stocks
- vs Kotak Large Cap54.5% · 27 stocks
- vs Kotak Flexicap51.0% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.