EDELWEISS LARGE CAP FUND vs Kotak ESG Exclusionary Strategy Fund
Edelweiss vs Kotak· Portfolio Overlap Analysis
49.0%High Overlap
28 common stocksRank #11270 / 20,000
Investor takeaway: At 49.0% 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 ESG Exclusionary Strateg | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.59% | 7.24% | 7.24% |
ICICI Bank Ltd. Banks | 6.63% | 5.11% | 5.11% |
Larsen & Toubro Ltd. Construction | 4.35% | 4.28% | 4.28% |
State Bank of India Banks | 3.98% | 4.01% | 3.98% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 7.10% | 3.61% |
Bajaj Finance Ltd. Finance | 3.30% | 4.06% | 3.30% |
Infosys Ltd. IT - Software | 2.78% | 3.21% | 2.78% |
Axis Bank Ltd. Banks | 2.53% | 4.10% | 2.53% |
Ultratech Cement Ltd. Cement & Cement Products | 1.81% | 3.76% | 1.81% |
Reliance Industries Ltd. Petroleum Products | 5.51% | 1.12% | 1.12% |
Tata Consultancy Services Ltd. IT - Software | 1.11% | 2.15% | 1.11% |
Indian Bank Banks | 1.34% | 1.10% | 1.10% |
Tech Mahindra Ltd. IT - Software | 1.04% | 3.02% | 1.04% |
Mahindra & Mahindra Ltd. Automobiles | 3.22% | 0.92% | 0.92% |
Maruti Suzuki India Ltd. Automobiles | 1.64% | 0.92% | 0.92% |
Hindustan Unilever Ltd. Diversified FMCG | 0.90% | 1.16% | 0.90% |
Bank of Baroda Banks | 1.29% | 0.89% | 0.89% |
Indus Towers Ltd. Telecom - Services | 0.83% | 1.12% | 0.83% |
NTPC Ltd. Power | 2.23% | 0.71% | 0.71% |
Godrej Consumer Products Ltd. Personal Products | 0.71% | 1.67% | 0.71% |
Eternal Ltd. Retailing | 0.71% | 4.26% | 0.71% |
Britannia Industries Ltd. Food Products | 0.68% | 1.63% | 0.68% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 0.63% | 1.43% | 0.63% |
Kotak Mahindra Bank Ltd. Banks | 0.49% | 1.28% | 0.49% |
Avenue Supermarts Ltd. Retailing | 0.47% | 1.28% | 0.47% |
HCL Technologies Ltd. IT - Software | 0.42% | 1.20% | 0.42% |
Hindustan Petroleum Corporation Ltd. Petroleum Products | 0.38% | 1.20% | 0.38% |
Abbott India Ltd. Pharmaceuticals & Biotechnology | 0.31% | 0.98% | 0.31% |
Unique to EDELWEISS LARGE CAP
All top holdings are shared with the other fund.
Unique to Kotak ESG Exclusionary Strateg
- SHRIRAM FINANCE LIMITED3.60%
Sector Overlap Breakdown
Banks21.3% (7)
IT - Software5.3% (4)
Telecom - Services4.4% (2)
Construction4.3% (1)
Finance3.3% (1)
Petroleum Products2.1% (3)
Automobiles1.8% (2)
Cement & Cement Products1.8% (1)
Retailing1.2% (2)
Diversified FMCG0.9% (1)
Power0.7% (1)
Personal Products0.7% (1)
Food Products0.7% (1)
Pharmaceuticals & Biotechnology0.3% (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 ESG Exclusionary Strateg
- vs Kotak Large Cap55.3% · 27 stocks
- vs Kotak ELSS Tax Saver55.2% · 25 stocks
- vs Kotak Flexicap55.1% · 29 stocks
- vs Kotak Focused52.0% · 17 stocks
- vs Kotak Large & Midcap50.8% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.