EDELWEISS LARGE CAP FUND vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Edelweiss vs Nippon· Portfolio Overlap Analysis
54.6%High Overlap
29 common stocksRank #7019 / 20,000
Investor takeaway: At 54.6% 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 (29)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.59% | 7.08% | 7.08% |
ICICI Bank Ltd. Banks | 6.63% | 7.59% | 6.63% |
Reliance Industries Ltd. Petroleum Products | 5.51% | 4.56% | 4.56% |
State Bank of India Banks | 3.98% | 3.99% | 3.98% |
Larsen & Toubro Ltd. Construction | 4.35% | 3.62% | 3.62% |
Bajaj Finance Ltd. Finance | 3.30% | 2.86% | 2.86% |
Infosys Ltd. IT - Software | 2.78% | 2.86% | 2.78% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 2.69% | 2.69% |
Mahindra & Mahindra Ltd. Automobiles | 3.22% | 2.54% | 2.54% |
Axis Bank Ltd. Banks | 2.53% | 3.20% | 2.53% |
NTPC Ltd. Power | 2.23% | 2.93% | 2.23% |
Ultratech Cement Ltd. Cement & Cement Products | 1.81% | 1.62% | 1.62% |
Titan Company Ltd. Consumer Durables | 2.09% | 1.38% | 1.38% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 1.08% | 1.32% | 1.08% |
Tech Mahindra Ltd. IT - Software | 1.04% | 1.84% | 1.04% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 1.81% | 0.87% | 0.87% |
TVS Motor Company Ltd. Automobiles | 0.90% | 0.86% | 0.86% |
InterGlobe Aviation Ltd. Transport Services | 0.83% | 1.54% | 0.83% |
SBI Life Insurance Company Ltd. Insurance | 0.76% | 1.95% | 0.76% |
Nestle India Ltd. Food Products | 0.72% | 1.11% | 0.72% |
Eternal Ltd. Retailing | 0.71% | 1.34% | 0.71% |
Britannia Industries Ltd. Food Products | 0.68% | 0.77% | 0.68% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 0.63% | 1.23% | 0.63% |
Samvardhana Motherson International Ltd. Auto Components | 0.62% | 1.89% | 0.62% |
Cholamandalam Investment & Finance Company Ltd. Finance | 0.47% | 0.96% | 0.47% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.75% | 0.44% | 0.44% |
Abbott India Ltd. Pharmaceuticals & Biotechnology | 0.31% | 0.68% | 0.31% |
Cummins India Ltd. Industrial Products | 0.06% | 1.56% | 0.06% |
KWALITY WALL'S INDIA LTD Food Products | 0.01% | 0.02% | 0.01% |
Unique to EDELWEISS LARGE CAP
All top holdings are shared with the other fund.
Unique to NIPPON INDIA RETIREMENT FUND -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks20.2% (4)
Petroleum Products5.2% (2)
IT - Software3.8% (2)
Construction3.6% (1)
Automobiles3.4% (2)
Finance3.3% (2)
Telecom - Services2.7% (1)
Power2.2% (1)
Cement & Cement Products1.6% (1)
Food Products1.4% (3)
Pharmaceuticals & Biotechnology1.4% (2)
Consumer Durables1.4% (1)
Healthcare Services0.9% (1)
Transport Services0.8% (1)
Insurance0.8% (1)
Retailing0.7% (1)
Auto Components0.6% (1)
Non - Ferrous Metals0.4% (1)
Industrial Products0.1% (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 NIPPON INDIA RETIREMENT FUND -
- vs CANARA ROBECO LARGE CAP62.5% · 35 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA59.5% · 36 stocks
- vs CANARA ROBECO FLEXICAP58.5% · 36 stocks
- vs Kotak Large Cap57.6% · 25 stocks
- vs Nippon India Flexi Cap57.1% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.