EDELWEISS LARGE CAP FUND vs PGIM INDIA ELSS TAX SAVER FUND
Edelweiss vs PGIM· Portfolio Overlap Analysis
45.6%High Overlap
25 common stocksRank #15141 / 20,000
Investor takeaway: At 45.6% 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 (25)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in PGIM INDIA ELSS TAX SAVER | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.59% | 8.22% | 7.59% |
ICICI Bank Ltd. Banks | 6.63% | 6.82% | 6.63% |
Reliance Industries Ltd. Petroleum Products | 5.51% | 4.91% | 4.91% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 3.84% | 3.61% |
Larsen & Toubro Ltd. Construction | 4.35% | 3.40% | 3.40% |
Bajaj Finance Ltd. Finance | 3.30% | 2.87% | 2.87% |
State Bank of India Banks | 3.98% | 2.38% | 2.38% |
Ultratech Cement Ltd. Cement & Cement Products | 1.81% | 2.48% | 1.81% |
Infosys Ltd. IT - Software | 2.78% | 1.69% | 1.69% |
Titan Company Ltd. Consumer Durables | 2.09% | 1.51% | 1.51% |
Tata Consultancy Services Ltd. IT - Software | 1.11% | 1.58% | 1.11% |
Mahindra & Mahindra Ltd. Automobiles | 3.22% | 0.98% | 0.98% |
TVS Motor Company Ltd. Automobiles | 0.90% | 1.12% | 0.90% |
SBI Life Insurance Company Ltd. Insurance | 0.76% | 1.21% | 0.76% |
Eternal Ltd. Retailing | 0.71% | 1.79% | 0.71% |
ITC Ltd. Diversified FMCG | 2.12% | 0.70% | 0.70% |
ICICI Prudential Asset Mgmt Co Ltd. Capital Markets | 0.57% | 1.12% | 0.57% |
Eicher Motors Ltd. Automobiles | 0.54% | 1.17% | 0.54% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 0.63% | 0.53% | 0.53% |
Kotak Mahindra Bank Ltd. Banks | 0.49% | 2.40% | 0.49% |
AU Small Finance Bank Ltd. Banks | 0.48% | 1.03% | 0.48% |
Vishal Mega Mart Ltd Retailing | 0.47% | 1.21% | 0.47% |
Cholamandalam Investment & Finance Company Ltd. Finance | 0.47% | 1.64% | 0.47% |
Abbott India Ltd. Pharmaceuticals & Biotechnology | 0.31% | 0.42% | 0.31% |
UNO Minda Ltd. Auto Components | 0.16% | 2.22% | 0.16% |
Unique to EDELWEISS LARGE CAP
- Axis Bank Ltd.2.53%
Unique to PGIM INDIA ELSS TAX SAVER
- ICICI Lombard General Insurance Co. Ltd.2.59%
Sector Overlap Breakdown
Banks17.6% (5)
Petroleum Products5.4% (2)
Telecom - Services3.6% (1)
Construction3.4% (1)
Finance3.3% (2)
IT - Software2.8% (2)
Automobiles2.4% (3)
Cement & Cement Products1.8% (1)
Consumer Durables1.5% (1)
Retailing1.2% (2)
Insurance0.8% (1)
Diversified FMCG0.7% (1)
Capital Markets0.6% (1)
Pharmaceuticals & Biotechnology0.3% (1)
Auto Components0.2% (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 PGIM INDIA ELSS TAX SAVER
- vs PGIM INDIA FLEXI CAP64.7% · 47 stocks
- vs PGIM INDIA LARGE CAP62.0% · 32 stocks
- vs PGIM INDIA MULTI CAP60.5% · 56 stocks
- vs PGIM INDIA RETIREMENT59.6% · 52 stocks
- vs CANARA ROBECO LARGE CAP58.0% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.