EDELWEISS LARGE CAP FUND vs SBI Large Cap Fund
Edelweiss vs SBI· Portfolio Overlap Analysis
48.0%High Overlap
28 common stocksRank #12208 / 20,000
Investor takeaway: At 48.0% 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 (28)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in SBI Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 6.63% | 8.20% | 6.63% |
HDFC Bank Ltd. Banks | 7.59% | 6.54% | 6.54% |
Reliance Industries Ltd. Petroleum Products | 5.51% | 6.18% | 5.51% |
Larsen & Toubro Ltd. Construction | 4.35% | 5.73% | 4.35% |
State Bank of India Banks | 3.98% | 4.16% | 3.98% |
Infosys Ltd. IT - Software | 2.78% | 3.16% | 2.78% |
Axis Bank Ltd. Banks | 2.53% | 3.44% | 2.53% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 2.48% | 2.48% |
HDFC Life Insurance Company Ltd. Insurance | 1.45% | 3.75% | 1.45% |
Tech Mahindra Ltd. IT - Software | 1.04% | 1.60% | 1.04% |
Schaeffler India Ltd. Auto Components | 1.03% | 1.04% | 1.03% |
ITC Ltd. Diversified FMCG | 2.12% | 0.98% | 0.98% |
Hindustan Unilever Ltd. Diversified FMCG | 0.90% | 1.94% | 0.90% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.75% | 1.84% | 0.75% |
Eternal Ltd. Retailing | 0.71% | 1.29% | 0.71% |
Britannia Industries Ltd. Food Products | 0.68% | 1.03% | 0.68% |
Oil & Natural Gas Corporation Ltd. Oil | 0.65% | 1.01% | 0.65% |
Tata Motors Ltd. Agricultural, Commercial & Construction Vehicles | 0.63% | 3.48% | 0.63% |
Samvardhana Motherson International Ltd. Auto Components | 0.62% | 2.78% | 0.62% |
Asian Paints Ltd. Consumer Durables | 0.58% | 3.57% | 0.58% |
Tata Steel Ltd. Ferrous Metals | 0.57% | 1.81% | 0.57% |
ICICI Prudential Asset Mgmt Co Ltd. Capital Markets | 0.57% | 1.20% | 0.57% |
Eicher Motors Ltd. Automobiles | 0.54% | 0.98% | 0.54% |
Kotak Mahindra Bank Ltd. Banks | 0.49% | 3.46% | 0.49% |
Avenue Supermarts Ltd. Retailing | 0.47% | 2.15% | 0.47% |
Cholamandalam Investment & Finance Company Ltd. Finance | 0.47% | 2.07% | 0.47% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 0.63% | 0.07% | 0.07% |
KWALITY WALL'S INDIA LTD Food Products | 0.01% | 0.02% | 0.01% |
Unique to EDELWEISS LARGE CAP
- Bajaj Finance Ltd.3.30%
- Mahindra & Mahindra Ltd.3.22%
Unique to SBI Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks20.2% (5)
Petroleum Products5.6% (2)
Construction4.3% (1)
IT - Software3.8% (2)
Telecom - Services2.5% (1)
Diversified FMCG1.9% (2)
Auto Components1.6% (2)
Insurance1.4% (1)
Retailing1.2% (2)
Non - Ferrous Metals0.8% (1)
Food Products0.7% (2)
Oil0.7% (1)
Agricultural, Commercial & Construction Vehicles0.6% (1)
Consumer Durables0.6% (1)
Ferrous Metals0.6% (1)
Capital Markets0.6% (1)
Automobiles0.5% (1)
Finance0.5% (1)
More comparisons for EDELWEISS LARGE CAP
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- vs Axis Nifty 100 Index65.4% · 46 stocks
- vs HDFC NIFTY 100 ETF65.4% · 46 stocks
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More comparisons for SBI Large Cap
- vs CANARA ROBECO LARGE CAP53.5% · 26 stocks
- vs NIPPON INDIA LARGE CAP52.5% · 25 stocks
- vs Parag Parikh Large Cap52.5% · 31 stocks
- vs HDFC NIFTY 50 ETF52.4% · 20 stocks
- vs HDFC Nifty 50 Index52.4% · 20 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.