EDELWEISS LARGE CAP FUND vs Shriram ELSS Tax Saver Fund
Edelweiss vs Shriram· Portfolio Overlap Analysis
53.0%High Overlap
31 common stocksRank #7642 / 20,000
Investor takeaway: At 53.0% 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 (31)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in Shriram ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.59% | 7.23% | 7.23% |
ICICI Bank Ltd. Banks | 6.63% | 4.93% | 4.93% |
State Bank of India Banks | 3.98% | 4.73% | 3.98% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 3.81% | 3.61% |
Reliance Industries Ltd. Petroleum Products | 5.51% | 3.16% | 3.16% |
Mahindra & Mahindra Ltd. Automobiles | 3.22% | 2.94% | 2.94% |
Infosys Ltd. IT - Software | 2.78% | 2.79% | 2.78% |
Larsen & Toubro Ltd. Construction | 4.35% | 2.62% | 2.62% |
Axis Bank Ltd. Banks | 2.53% | 3.11% | 2.53% |
NTPC Ltd. Power | 2.23% | 2.57% | 2.23% |
ITC Ltd. Diversified FMCG | 2.12% | 1.85% | 1.85% |
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 1.19% | 1.37% | 1.19% |
Indian Bank Banks | 1.34% | 1.12% | 1.12% |
Tata Consultancy Services Ltd. IT - Software | 1.11% | 1.78% | 1.11% |
Canara Bank Banks | 1.26% | 1.03% | 1.03% |
Marico Ltd. Agricultural Food & other Products | 0.96% | 1.06% | 0.96% |
Maruti Suzuki India Ltd. Automobiles | 1.64% | 0.94% | 0.94% |
TVS Motor Company Ltd. Automobiles | 0.90% | 1.55% | 0.90% |
Tech Mahindra Ltd. IT - Software | 1.04% | 0.83% | 0.83% |
InterGlobe Aviation Ltd. Transport Services | 0.83% | 2.20% | 0.83% |
SBI Life Insurance Company Ltd. Insurance | 0.76% | 1.31% | 0.76% |
Eternal Ltd. Retailing | 0.71% | 0.96% | 0.71% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 0.63% | 2.01% | 0.63% |
Muthoot Finance Ltd. Finance | 1.65% | 0.62% | 0.62% |
Tata Steel Ltd. Ferrous Metals | 0.57% | 1.39% | 0.57% |
ICICI Prudential Asset Mgmt Co Ltd. Capital Markets | 0.57% | 0.56% | 0.56% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 1.81% | 0.55% | 0.55% |
Eicher Motors Ltd. Automobiles | 0.54% | 1.59% | 0.54% |
Power Grid Corporation of India Ltd. Power | 0.51% | 0.93% | 0.51% |
HCL Technologies Ltd. IT - Software | 0.42% | 0.91% | 0.42% |
Hindustan Petroleum Corporation Ltd. Petroleum Products | 0.38% | 1.51% | 0.38% |
Unique to EDELWEISS LARGE CAP
- Bajaj Finance Ltd.3.30%
Unique to Shriram ELSS Tax Saver
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks20.8% (6)
Automobiles5.3% (4)
IT - Software5.1% (4)
Petroleum Products4.2% (3)
Telecom - Services3.6% (1)
Power2.7% (2)
Construction2.6% (1)
Diversified FMCG1.9% (1)
Pharmaceuticals & Biotechnology1.2% (1)
Agricultural Food & other Products1.0% (1)
Transport Services0.8% (1)
Insurance0.8% (1)
Retailing0.7% (1)
Finance0.6% (1)
Ferrous Metals0.6% (1)
Capital Markets0.6% (1)
Healthcare Services0.6% (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 ELSS Tax Saver
- vs Shriram Flexi Cap96.1% · 70 stocks
- vs Shriram Balanced Advantage54.1% · 43 stocks
- vs Kotak Large Cap53.4% · 25 stocks
- vs Shriram Aggressive Hybrid53.3% · 47 stocks
- vs Parag Parikh Large Cap51.6% · 31 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.