EDELWEISS LARGE CAP FUND vs Nippon India Aggressive Hybrid Fund

Edelweiss vs Nippon· Portfolio Overlap Analysis

44.2%High Overlap
32 common stocksRank #17315 / 20,000

Investor takeaway: At 44.2% 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 (32)

StockWt% in EDELWEISS LARGE CAPWt% in Nippon India Aggressive HybridOverlap
HDFC Bank Ltd.
Banks
7.59%5.17%5.17%
Larsen & Toubro Ltd.
Construction
4.35%3.74%3.74%
ICICI Bank Ltd.
Banks
6.63%3.55%3.55%
State Bank of India
Banks
3.98%2.99%2.99%
Bharti Airtel Ltd.
Telecom - Services
3.61%2.94%2.94%
Reliance Industries Ltd.
Petroleum Products
5.51%2.77%2.77%
Axis Bank Ltd.
Banks
2.53%3.18%2.53%
NTPC Ltd.
Power
2.23%2.63%2.23%
Infosys Ltd.
IT - Software
2.78%2.15%2.15%
Mahindra & Mahindra Ltd.
Automobiles
3.22%1.96%1.96%
Bajaj Finance Ltd.
Finance
3.30%1.61%1.61%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.18%1.37%1.18%
Lupin Ltd.
Pharmaceuticals & Biotechnology
1.08%1.33%1.08%
Hindustan Unilever Ltd.
Diversified FMCG
0.90%1.27%0.90%
TVS Motor Company Ltd.
Automobiles
0.90%1.58%0.90%
InterGlobe Aviation Ltd.
Transport Services
0.83%1.01%0.83%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
1.81%0.77%0.77%
SBI Life Insurance Company Ltd.
Insurance
0.76%1.50%0.76%
Eternal Ltd.
Retailing
0.71%0.97%0.71%
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
0.63%1.06%0.63%
Samvardhana Motherson International Ltd.
Auto Components
0.62%1.13%0.62%
Tata Steel Ltd.
Ferrous Metals
0.57%1.34%0.57%
Tech Mahindra Ltd.
IT - Software
1.04%0.50%0.50%
Kotak Mahindra Bank Ltd.
Banks
0.49%0.77%0.49%
Mphasis Ltd.
IT - Software
0.63%0.42%0.42%
Vishal Mega Mart Ltd
Retailing
0.47%0.42%0.42%
HCL Technologies Ltd.
IT - Software
0.42%0.91%0.42%
Avenue Supermarts Ltd.
Retailing
0.47%0.38%0.38%
Fortis Healthcare Ltd.
Healthcare Services
0.47%0.34%0.34%
ITC Ltd.
Diversified FMCG
2.12%0.31%0.31%
Bharat Petroleum Corporation Ltd.
Petroleum Products
0.63%0.28%0.28%
KWALITY WALL'S INDIA LTD
Food Products
0.01%0.01%0.01%

Unique to EDELWEISS LARGE CAP

All top holdings are shared with the other fund.

Unique to Nippon India Aggressive Hybrid

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
14.7% (5)
Construction
3.7% (1)
IT - Software
3.5% (4)
Petroleum Products
3.0% (2)
Telecom - Services
2.9% (1)
Automobiles
2.9% (2)
Pharmaceuticals & Biotechnology
2.3% (2)
Power
2.2% (1)
Finance
1.6% (1)
Retailing
1.5% (3)
Diversified FMCG
1.2% (2)
Healthcare Services
1.1% (2)
Transport Services
0.8% (1)
Insurance
0.8% (1)
Agricultural, Commercial & Construction Vehicles
0.6% (1)
Auto Components
0.6% (1)
Ferrous Metals
0.6% (1)
Food Products
0.0% (1)

More comparisons for EDELWEISS LARGE CAP

More comparisons for Nippon India Aggressive Hybrid

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.