EDELWEISS LARGE CAP FUND vs Mahindra Manulife ELSS Tax Saver Fund
Edelweiss vs Mahindra· Portfolio Overlap Analysis
50.6%High Overlap
27 common stocksRank #9425 / 20,000
Investor takeaway: At 50.6% 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 (27)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in Mahindra Manulife ELSS Tax Sav | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.59% | 7.46% | 7.46% |
ICICI Bank Ltd. Banks | 6.63% | 7.87% | 6.63% |
Reliance Industries Ltd. Petroleum Products | 5.51% | 5.17% | 5.17% |
Bajaj Finance Ltd. Finance | 3.30% | 3.59% | 3.30% |
State Bank of India Banks | 3.98% | 3.12% | 3.12% |
Larsen & Toubro Ltd. Construction | 4.35% | 3.02% | 3.02% |
Infosys Ltd. IT - Software | 2.78% | 3.91% | 2.78% |
Axis Bank Ltd. Banks | 2.53% | 3.55% | 2.53% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 1.81% | 1.81% |
Ultratech Cement Ltd. Cement & Cement Products | 1.81% | 2.22% | 1.81% |
Titan Company Ltd. Consumer Durables | 2.09% | 1.76% | 1.76% |
Maruti Suzuki India Ltd. Automobiles | 1.64% | 1.40% | 1.40% |
NTPC Ltd. Power | 2.23% | 1.22% | 1.22% |
Tata Consultancy Services Ltd. IT - Software | 1.11% | 3.00% | 1.11% |
Tech Mahindra Ltd. IT - Software | 1.04% | 1.35% | 1.04% |
Hindustan Unilever Ltd. Diversified FMCG | 0.90% | 2.75% | 0.90% |
TVS Motor Company Ltd. Automobiles | 0.90% | 1.48% | 0.90% |
Indus Towers Ltd. Telecom - Services | 0.83% | 1.31% | 0.83% |
Britannia Industries Ltd. Food Products | 0.68% | 1.38% | 0.68% |
Oil & Natural Gas Corporation Ltd. Oil | 0.65% | 1.49% | 0.65% |
Tata Motors Ltd. Agricultural, Commercial & Construction Vehicles | 0.63% | 1.47% | 0.63% |
Asian Paints Ltd. Consumer Durables | 0.58% | 0.94% | 0.58% |
Tata Steel Ltd. Ferrous Metals | 0.57% | 0.83% | 0.57% |
Avenue Supermarts Ltd. Retailing | 0.47% | 1.52% | 0.47% |
UNO Minda Ltd. Auto Components | 0.16% | 1.28% | 0.16% |
Mahindra & Mahindra Ltd. Automobiles | 3.22% | 0.07% | 0.07% |
KWALITY WALL'S INDIA LTD Food Products | 0.01% | 0.03% | 0.01% |
Unique to EDELWEISS LARGE CAP
All top holdings are shared with the other fund.
Unique to Mahindra Manulife ELSS Tax Sav
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.7% (4)
Petroleum Products5.2% (1)
IT - Software4.9% (3)
Finance3.3% (1)
Construction3.0% (1)
Telecom - Services2.6% (2)
Automobiles2.4% (3)
Consumer Durables2.3% (2)
Cement & Cement Products1.8% (1)
Power1.2% (1)
Diversified FMCG0.9% (1)
Food Products0.7% (2)
Oil0.7% (1)
Agricultural, Commercial & Construction Vehicles0.6% (1)
Ferrous Metals0.6% (1)
Retailing0.5% (1)
Auto Components0.2% (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
- vs HDFC NIFTY 100 ETF65.4% · 46 stocks
- vs Motilal Oswal Nifty 100 ETF65.4% · 46 stocks
More comparisons for Mahindra Manulife ELSS Tax Sav
- vs Mahindra Manulife Flexi Cap90.2% · 60 stocks
- vs Mahindra Manulife Large Cap62.9% · 29 stocks
- vs Mahindra Manulife Aggressive H59.9% · 50 stocks
- vs CANARA ROBECO LARGE CAP54.8% · 28 stocks
- vs NIPPON INDIA LARGE CAP54.1% · 27 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.