EDELWEISS LARGE CAP FUND vs Shriram Balanced Advantage Fund
Edelweiss vs Shriram· Portfolio Overlap Analysis
47.6%High Overlap
31 common stocksRank #12635 / 20,000
Investor takeaway: At 47.6% 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 (31)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in Shriram Balanced Advantage | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.59% | 6.75% | 6.75% |
Reliance Industries Ltd. Petroleum Products | 5.51% | 5.10% | 5.10% |
ICICI Bank Ltd. Banks | 6.63% | 4.07% | 4.07% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 3.65% | 3.61% |
State Bank of India Banks | 3.98% | 3.38% | 3.38% |
Mahindra & Mahindra Ltd. Automobiles | 3.22% | 2.48% | 2.48% |
Infosys Ltd. IT - Software | 2.78% | 2.22% | 2.22% |
Axis Bank Ltd. Banks | 2.53% | 2.20% | 2.20% |
ITC Ltd. Diversified FMCG | 2.12% | 2.42% | 2.12% |
Bajaj Finance Ltd. Finance | 3.30% | 1.91% | 1.91% |
Larsen & Toubro Ltd. Construction | 4.35% | 1.29% | 1.29% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.18% | 2.23% | 1.18% |
Tata Consultancy Services Ltd. IT - Software | 1.11% | 1.20% | 1.11% |
NTPC Ltd. Power | 2.23% | 1.05% | 1.05% |
Maruti Suzuki India Ltd. Automobiles | 1.64% | 0.97% | 0.97% |
Marico Ltd. Agricultural Food & other Products | 0.96% | 1.42% | 0.96% |
InterGlobe Aviation Ltd. Transport Services | 0.83% | 1.23% | 0.83% |
Eternal Ltd. Retailing | 0.71% | 0.85% | 0.71% |
TVS Motor Company Ltd. Automobiles | 0.90% | 0.64% | 0.64% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 0.63% | 2.08% | 0.63% |
Eicher Motors Ltd. Automobiles | 0.54% | 0.88% | 0.54% |
Power Grid Corporation of India Ltd. Power | 0.51% | 1.58% | 0.51% |
Kotak Mahindra Bank Ltd. Banks | 0.49% | 2.08% | 0.49% |
SBI Life Insurance Company Ltd. Insurance | 0.76% | 0.47% | 0.47% |
NMDC Ltd. Minerals & Mining | 0.49% | 0.45% | 0.45% |
HCL Technologies Ltd. IT - Software | 0.42% | 2.02% | 0.42% |
Muthoot Finance Ltd. Finance | 1.65% | 0.40% | 0.40% |
Oil & Natural Gas Corporation Ltd. Oil | 0.65% | 0.40% | 0.40% |
Hindustan Petroleum Corporation Ltd. Petroleum Products | 0.38% | 0.33% | 0.33% |
HDFC Life Insurance Company Ltd. Insurance | 1.45% | 0.31% | 0.31% |
ICICI Prudential Asset Mgmt Co Ltd. Capital Markets | 0.57% | 0.05% | 0.05% |
Unique to EDELWEISS LARGE CAP
All top holdings are shared with the other fund.
Unique to Shriram Balanced Advantage
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks16.9% (5)
Petroleum Products6.1% (3)
Automobiles4.6% (4)
IT - Software3.8% (3)
Telecom - Services3.6% (1)
Finance2.3% (2)
Diversified FMCG2.1% (1)
Power1.6% (2)
Construction1.3% (1)
Pharmaceuticals & Biotechnology1.2% (1)
Agricultural Food & other Products1.0% (1)
Transport Services0.8% (1)
Insurance0.8% (2)
Retailing0.7% (1)
Minerals & Mining0.5% (1)
Oil0.4% (1)
Capital Markets0.1% (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 Shriram Balanced Advantage
- vs Shriram Aggressive Hybrid57.5% · 54 stocks
- vs Shriram Multi Asset Allocation56.7% · 51 stocks
- vs Shriram Flexi Cap54.4% · 43 stocks
- vs Shriram ELSS Tax Saver54.1% · 43 stocks
- vs Axis Nifty 100 Index52.8% · 35 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.