EDELWEISS LARGE CAP FUND vs PGIM INDIA LARGE CAP FUND
Edelweiss vs PGIM· Portfolio Overlap Analysis
58.1%High Overlap
33 common stocksRank #5883 / 20,000
Investor takeaway: At 58.1% 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 (33)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in PGIM INDIA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.59% | 8.93% | 7.59% |
ICICI Bank Ltd. Banks | 6.63% | 7.94% | 6.63% |
Reliance Industries Ltd. Petroleum Products | 5.51% | 6.64% | 5.51% |
Larsen & Toubro Ltd. Construction | 4.35% | 4.44% | 4.35% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 4.72% | 3.61% |
Bajaj Finance Ltd. Finance | 3.30% | 2.94% | 2.94% |
State Bank of India Banks | 3.98% | 2.91% | 2.91% |
NTPC Ltd. Power | 2.23% | 2.13% | 2.13% |
Titan Company Ltd. Consumer Durables | 2.09% | 2.30% | 2.09% |
Ultratech Cement Ltd. Cement & Cement Products | 1.81% | 2.04% | 1.81% |
Infosys Ltd. IT - Software | 2.78% | 1.68% | 1.68% |
Mahindra & Mahindra Ltd. Automobiles | 3.22% | 1.67% | 1.67% |
Maruti Suzuki India Ltd. Automobiles | 1.64% | 1.86% | 1.64% |
Muthoot Finance Ltd. Finance | 1.65% | 1.42% | 1.42% |
Tata Consultancy Services Ltd. IT - Software | 1.11% | 2.56% | 1.11% |
Tech Mahindra Ltd. IT - Software | 1.04% | 1.21% | 1.04% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.18% | 0.91% | 0.91% |
TVS Motor Company Ltd. Automobiles | 0.90% | 2.13% | 0.90% |
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 1.19% | 0.80% | 0.80% |
ITC Ltd. Diversified FMCG | 2.12% | 0.75% | 0.75% |
HDFC Life Insurance Company Ltd. Insurance | 1.45% | 0.74% | 0.74% |
Eternal Ltd. Retailing | 0.71% | 2.26% | 0.71% |
Britannia Industries Ltd. Food Products | 0.68% | 1.28% | 0.68% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.75% | 0.65% | 0.65% |
Samvardhana Motherson International Ltd. Auto Components | 0.62% | 1.08% | 0.62% |
Asian Paints Ltd. Consumer Durables | 0.58% | 0.99% | 0.58% |
ICICI Prudential Asset Mgmt Co Ltd. Capital Markets | 0.57% | 1.07% | 0.57% |
Eicher Motors Ltd. Automobiles | 0.54% | 1.43% | 0.54% |
Kotak Mahindra Bank Ltd. Banks | 0.49% | 2.94% | 0.49% |
Vishal Mega Mart Ltd Retailing | 0.47% | 0.96% | 0.47% |
Cholamandalam Investment & Finance Company Ltd. Finance | 0.47% | 0.54% | 0.47% |
Cummins India Ltd. Industrial Products | 0.06% | 1.24% | 0.06% |
Ashok Leyland Ltd. Agricultural, Commercial & Construction Vehicles | 0.00% | 1.07% | 0.00% |
Unique to EDELWEISS LARGE CAP
- Axis Bank Ltd.2.53%
Unique to PGIM INDIA LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.6% (4)
Petroleum Products5.5% (1)
Finance4.8% (3)
Automobiles4.8% (4)
Construction4.3% (1)
IT - Software3.8% (3)
Telecom - Services3.6% (1)
Consumer Durables2.7% (2)
Power2.1% (1)
Cement & Cement Products1.8% (1)
Pharmaceuticals & Biotechnology1.7% (2)
Retailing1.2% (2)
Diversified FMCG0.8% (1)
Insurance0.7% (1)
Food Products0.7% (1)
Non - Ferrous Metals0.7% (1)
Auto Components0.6% (1)
Capital Markets0.6% (1)
Industrial Products0.1% (1)
Agricultural, Commercial & Construction Vehicles0.0% (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 LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.