EDELWEISS LARGE & MID CAP FUND vs IB11-Groww ELSS Tax Saver Fund

Edelweiss vs Groww· Portfolio Overlap Analysis

44.3%High Overlap

35 common stocksRank #17139 / 20,000

Investor takeaway: At 44.3% 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 (35)

Stock	Wt% in EDELWEISS LARGE & MID CAP	Wt% in IB11-Groww ELSS Tax Saver	Overlap
HDFC Bank Ltd. Banks	4.73%	8.05%	4.73%
State Bank of India Banks	2.62%	3.53%	2.62%
Reliance Industries Ltd. Petroleum Products	2.35%	5.46%	2.35%
The Federal Bank Ltd. Banks	2.43%	2.11%	2.11%
Larsen & Toubro Ltd. Construction	1.96%	3.35%	1.96%
Bharti Airtel Ltd. Telecom - Services	1.92%	3.23%	1.92%
ICICI Bank Ltd. Banks	1.87%	5.75%	1.87%
Mahindra & Mahindra Ltd. Automobiles	1.57%	2.35%	1.57%
Infosys Ltd. IT - Software	1.56%	2.49%	1.56%
Axis Bank Ltd. Banks	1.48%	2.60%	1.48%
Ashok Leyland Ltd. Agricultural, Commercial & Construction Vehicles	1.80%	1.43%	1.43%
Shriram Finance Ltd. Finance	1.60%	1.36%	1.36%
Fortis Healthcare Ltd. Healthcare Services	1.51%	1.22%	1.22%
Multi Commodity Exchange Of India Ltd. Capital Markets	1.35%	1.22%	1.22%
TVS Motor Company Ltd. Automobiles	1.21%	1.36%	1.21%
Tata Steel Ltd. Ferrous Metals	1.18%	1.56%	1.18%
Lupin Ltd. Pharmaceuticals & Biotechnology	1.53%	1.12%	1.12%
Eternal Ltd. Retailing	1.12%	1.15%	1.12%
Bharat Forge Ltd. Auto Components	1.10%	1.26%	1.10%
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology	1.04%	1.04%	1.04%
Max Financial Services Ltd. Insurance	1.59%	1.00%	1.00%
JSW Steel Ltd. Ferrous Metals	0.93%	1.09%	0.93%
Hindalco Industries Ltd. Non - Ferrous Metals	0.88%	1.66%	0.88%
Titan Company Ltd. Consumer Durables	0.85%	1.27%	0.85%
PB Fintech Ltd. Financial Technology (Fintech)	1.05%	0.82%	0.82%
SRF Ltd. Chemicals & Petrochemicals	0.92%	0.80%	0.80%
NTPC Ltd. Power	0.89%	0.70%	0.70%
Max Healthcare Institute Ltd. Healthcare Services	1.51%	0.68%	0.68%
Ultratech Cement Ltd. Cement & Cement Products	0.66%	1.00%	0.66%
Kotak Mahindra Bank Ltd. Banks	0.57%	2.23%	0.57%
Persistent Systems Ltd. IT - Software	1.22%	0.52%	0.52%
National Aluminium Company Ltd. Non - Ferrous Metals	0.52%	0.99%	0.52%
HCL Technologies Ltd. IT - Software	0.43%	0.50%	0.43%
The Indian Hotels Company Ltd. Leisure Services	0.39%	1.06%	0.39%
The Phoenix Mills Ltd. Realty	1.61%	0.34%	0.34%

Unique to EDELWEISS LARGE & MID CAP

Indian Bank1.91%

Unique to IB11-Groww ELSS Tax Saver

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

13.4% (6)

Automobiles

2.8% (2)

IT - Software

2.5% (3)

Petroleum Products

2.4% (1)

Pharmaceuticals & Biotechnology

2.2% (2)

Ferrous Metals

2.1% (2)

Construction

2.0% (1)

Telecom - Services

1.9% (1)

Healthcare Services

1.9% (2)

Agricultural, Commercial & Construction Vehicles

1.4% (1)

Non - Ferrous Metals

1.4% (2)

Finance

1.4% (1)

Capital Markets

1.2% (1)

Retailing

1.1% (1)

Auto Components

1.1% (1)

Insurance

1.0% (1)

Consumer Durables

0.8% (1)

Financial Technology (Fintech)

0.8% (1)

Chemicals & Petrochemicals

0.8% (1)

Power

0.7% (1)

Cement & Cement Products

0.7% (1)

Leisure Services

0.4% (1)

Realty

0.3% (1)

More comparisons for EDELWEISS LARGE & MID CAP

vs EDELWEISS ELSS TAX SAVER54.5% · 58 stocks
vs EDELWEISS FLEXI-CAP53.0% · 55 stocks
vs EDELWEISS MULTI CAP52.5% · 62 stocks
vs Axis Large & Mid Cap52.1% · 50 stocks
vs CANARA ROBECO MULTI CAP49.6% · 48 stocks

More comparisons for IB11-Groww ELSS Tax Saver

vs SBI BSE 100 ETF64.0% · 42 stocks
vs IB33-GROWW NIFTY 200 ETF61.9% · 54 stocks
vs Parag Parikh Large Cap61.9% · 35 stocks
vs Axis Nifty 100 Index61.8% · 35 stocks
vs HDFC NIFTY 100 ETF61.8% · 35 stocks

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.