EDELWEISS LARGE CAP FUND vs NIPPON INDIA QUANT FUND

Edelweiss vs Nippon· Portfolio Overlap Analysis

54.4%High Overlap
26 common stocksRank #7121 / 20,000

Investor takeaway: At 54.4% 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)

StockWt% in EDELWEISS LARGE CAPWt% in NIPPON INDIA QUANTOverlap
ICICI Bank Ltd.
Banks
6.63%7.35%6.63%
HDFC Bank Ltd.
Banks
7.59%5.92%5.92%
Reliance Industries Ltd.
Petroleum Products
5.51%5.95%5.51%
Larsen & Toubro Ltd.
Construction
4.35%5.51%4.35%
State Bank of India
Banks
3.98%6.09%3.98%
Bharti Airtel Ltd.
Telecom - Services
3.61%3.68%3.61%
Mahindra & Mahindra Ltd.
Automobiles
3.22%3.32%3.22%
Infosys Ltd.
IT - Software
2.78%3.71%2.78%
NTPC Ltd.
Power
2.23%2.72%2.23%
Bajaj Finance Ltd.
Finance
3.30%2.12%2.12%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
1.81%2.43%1.81%
Muthoot Finance Ltd.
Finance
1.65%2.24%1.65%
Maruti Suzuki India Ltd.
Automobiles
1.64%2.03%1.64%
GE Vernova T&D India Limited
Electrical Equipment
1.20%2.36%1.20%
Lupin Ltd.
Pharmaceuticals & Biotechnology
1.08%2.15%1.08%
Tech Mahindra Ltd.
IT - Software
1.04%2.17%1.04%
TVS Motor Company Ltd.
Automobiles
0.90%2.58%0.90%
SBI Life Insurance Company Ltd.
Insurance
0.76%1.81%0.76%
Tata Consumer Products Ltd.
Agricultural Food & other Products
0.70%1.42%0.70%
Britannia Industries Ltd.
Food Products
0.68%1.81%0.68%
Tata Steel Ltd.
Ferrous Metals
0.57%2.26%0.57%
Eicher Motors Ltd.
Automobiles
0.54%2.14%0.54%
Bajaj Auto Ltd.
Automobiles
0.51%1.88%0.51%
Power Grid Corporation of India Ltd.
Power
0.51%1.06%0.51%
Hindustan Petroleum Corporation Ltd.
Petroleum Products
0.38%1.75%0.38%
Cummins India Ltd.
Industrial Products
0.06%2.18%0.06%

Unique to EDELWEISS LARGE CAP

  • Axis Bank Ltd.2.53%

Unique to NIPPON INDIA QUANT

  • Bharat Electronics Limited3.76%

Sector Overlap Breakdown

Banks
16.5% (3)
Automobiles
6.8% (5)
Petroleum Products
5.9% (2)
Construction
4.3% (1)
IT - Software
3.8% (2)
Finance
3.8% (2)
Telecom - Services
3.6% (1)
Power
2.7% (2)
Healthcare Services
1.8% (1)
Electrical Equipment
1.2% (1)
Pharmaceuticals & Biotechnology
1.1% (1)
Insurance
0.8% (1)
Agricultural Food & other Products
0.7% (1)
Food Products
0.7% (1)
Ferrous Metals
0.6% (1)
Industrial Products
0.1% (1)

More comparisons for EDELWEISS LARGE CAP

More comparisons for NIPPON INDIA QUANT

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