EDELWEISS LARGE CAP FUND vs LIC MF LARGE CAP FUND
Edelweiss vs LIC· Portfolio Overlap Analysis
55.5%High Overlap
26 common stocksRank #6708 / 20,000
Investor takeaway: At 55.5% 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)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in LIC MF LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.59% | 9.31% | 7.59% |
ICICI Bank Ltd. Banks | 6.63% | 8.03% | 6.63% |
Reliance Industries Ltd. Petroleum Products | 5.51% | 6.45% | 5.51% |
Larsen & Toubro Ltd. Construction | 4.35% | 5.64% | 4.35% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 4.06% | 3.61% |
State Bank of India Banks | 3.98% | 3.32% | 3.32% |
Infosys Ltd. IT - Software | 2.78% | 2.73% | 2.73% |
Axis Bank Ltd. Banks | 2.53% | 2.79% | 2.53% |
Mahindra & Mahindra Ltd. Automobiles | 3.22% | 2.16% | 2.16% |
ITC Ltd. Diversified FMCG | 2.12% | 2.57% | 2.12% |
Titan Company Ltd. Consumer Durables | 2.09% | 2.01% | 2.01% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 1.81% | 1.62% | 1.62% |
Ultratech Cement Ltd. Cement & Cement Products | 1.81% | 1.48% | 1.48% |
Maruti Suzuki India Ltd. Automobiles | 1.64% | 1.24% | 1.24% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.18% | 2.08% | 1.18% |
Tata Consultancy Services Ltd. IT - Software | 1.11% | 1.42% | 1.11% |
Pidilite Industries Ltd. Chemicals & Petrochemicals | 1.03% | 1.53% | 1.03% |
Hindustan Unilever Ltd. Diversified FMCG | 0.90% | 2.55% | 0.90% |
InterGlobe Aviation Ltd. Transport Services | 0.83% | 1.50% | 0.83% |
SBI Life Insurance Company Ltd. Insurance | 0.76% | 1.92% | 0.76% |
Eternal Ltd. Retailing | 0.71% | 1.34% | 0.71% |
Tata Motors Ltd. Agricultural, Commercial & Construction Vehicles | 0.63% | 0.65% | 0.63% |
Kotak Mahindra Bank Ltd. Banks | 0.49% | 1.54% | 0.49% |
Fortis Healthcare Ltd. Healthcare Services | 0.47% | 0.67% | 0.47% |
Mphasis Ltd. IT - Software | 0.63% | 0.41% | 0.41% |
Cholamandalam Investment & Finance Company Ltd. Finance | 0.47% | 0.12% | 0.12% |
Unique to EDELWEISS LARGE CAP
- Bajaj Finance Ltd.3.30%
Unique to LIC MF LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks20.6% (5)
Petroleum Products5.5% (1)
Construction4.3% (1)
IT - Software4.3% (3)
Telecom - Services3.6% (1)
Automobiles3.4% (2)
Diversified FMCG3.0% (2)
Healthcare Services2.1% (2)
Consumer Durables2.0% (1)
Cement & Cement Products1.5% (1)
Pharmaceuticals & Biotechnology1.2% (1)
Chemicals & Petrochemicals1.0% (1)
Transport Services0.8% (1)
Insurance0.8% (1)
Retailing0.7% (1)
Agricultural, Commercial & Construction Vehicles0.6% (1)
Finance0.1% (1)
More comparisons for EDELWEISS LARGE CAP
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- vs Axis Nifty 100 Index65.4% · 46 stocks
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More comparisons for LIC MF LARGE CAP
- vs HDFC NIFTY 50 ETF65.4% · 27 stocks
- vs HDFC Nifty 50 Index65.4% · 27 stocks
- vs ICICI Prudential Nifty 50 ETF65.4% · 27 stocks
- vs Mirae Asset Nifty 50 ETF65.4% · 27 stocks
- vs SBI Nifty Index65.4% · 27 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.