EDELWEISS LARGE CAP FUND vs TATA LARGE CAP FUND
Edelweiss vs Tata· Portfolio Overlap Analysis
54.2%High Overlap
26 common stocksRank #7191 / 20,000
Investor takeaway: At 54.2% 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 (26)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.59% | 8.20% | 7.59% |
ICICI Bank Ltd. Banks | 6.63% | 9.12% | 6.63% |
Reliance Industries Ltd. Petroleum Products | 5.51% | 5.26% | 5.26% |
Larsen & Toubro Ltd. Construction | 4.35% | 3.58% | 3.58% |
State Bank of India Banks | 3.98% | 3.54% | 3.54% |
Bajaj Finance Ltd. Finance | 3.30% | 3.04% | 3.04% |
Mahindra & Mahindra Ltd. Automobiles | 3.22% | 2.89% | 2.89% |
Infosys Ltd. IT - Software | 2.78% | 3.54% | 2.78% |
Axis Bank Ltd. Banks | 2.53% | 4.08% | 2.53% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 2.19% | 2.19% |
NTPC Ltd. Power | 2.23% | 1.79% | 1.79% |
HDFC Life Insurance Company Ltd. Insurance | 1.45% | 1.93% | 1.45% |
Bank of Baroda Banks | 1.29% | 1.73% | 1.29% |
Tata Consultancy Services Ltd. IT - Software | 1.11% | 2.86% | 1.11% |
Tech Mahindra Ltd. IT - Software | 1.04% | 1.85% | 1.04% |
Hindustan Unilever Ltd. Diversified FMCG | 0.90% | 2.64% | 0.90% |
InterGlobe Aviation Ltd. Transport Services | 0.83% | 1.56% | 0.83% |
Indus Towers Ltd. Telecom - Services | 0.83% | 1.23% | 0.83% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.75% | 1.00% | 0.75% |
Nestle India Ltd. Food Products | 0.72% | 1.43% | 0.72% |
Britannia Industries Ltd. Food Products | 0.68% | 1.07% | 0.68% |
Samvardhana Motherson International Ltd. Auto Components | 0.62% | 2.32% | 0.62% |
Tata Steel Ltd. Ferrous Metals | 0.57% | 2.56% | 0.57% |
ICICI Prudential Asset Mgmt Co Ltd. Capital Markets | 0.57% | 1.83% | 0.57% |
Power Grid Corporation of India Ltd. Power | 0.51% | 1.43% | 0.51% |
Kotak Mahindra Bank Ltd. Banks | 0.49% | 3.72% | 0.49% |
Unique to EDELWEISS LARGE CAP
All top holdings are shared with the other fund.
Unique to TATA LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks22.1% (6)
Petroleum Products5.3% (1)
IT - Software4.9% (3)
Construction3.6% (1)
Finance3.0% (1)
Telecom - Services3.0% (2)
Automobiles2.9% (1)
Power2.3% (2)
Insurance1.4% (1)
Food Products1.4% (2)
Diversified FMCG0.9% (1)
Transport Services0.8% (1)
Non - Ferrous Metals0.8% (1)
Auto Components0.6% (1)
Ferrous Metals0.6% (1)
Capital Markets0.6% (1)
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More comparisons for TATA LARGE CAP
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- vs Kotak BSE Sensex ETF61.5% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.