EDELWEISS MID CAP FUND vs Nippon India Growth Mid Cap Fund

Edelweiss vs Nippon· Portfolio Overlap Analysis

45.1%High Overlap
43 common stocksRank #15922 / 20,000

Investor takeaway: At 45.1% 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 (43)

StockWt% in EDELWEISS MID CAPWt% in Nippon India Growth Mid CapOverlap
The Federal Bank Ltd.
Banks
2.33%2.80%2.33%
Fortis Healthcare Ltd.
Healthcare Services
2.27%2.90%2.27%
AU Small Finance Bank Ltd.
Banks
1.90%2.40%1.90%
Indian Bank
Banks
2.15%1.80%1.80%
BSE Ltd.
Capital Markets
1.73%3.26%1.73%
Ashok Leyland Ltd.
Agricultural, Commercial & Construction Vehicles
1.71%2.11%1.71%
Max Financial Services Ltd.
Insurance
1.68%2.10%1.68%
Indus Towers Ltd.
Telecom - Services
1.62%1.86%1.62%
Persistent Systems Ltd.
IT - Software
1.61%1.77%1.61%
Max Healthcare Institute Ltd.
Healthcare Services
1.54%1.56%1.54%
APL Apollo Tubes Ltd.
Industrial Products
2.00%1.47%1.47%
Cummins India Ltd.
Industrial Products
1.47%1.45%1.45%
Lupin Ltd.
Pharmaceuticals & Biotechnology
1.55%1.34%1.34%
GE Vernova T&D India Limited
Electrical Equipment
1.34%1.68%1.34%
Bharat Forge Ltd.
Auto Components
1.32%2.37%1.32%
Torrent Power Ltd.
Power
1.67%1.25%1.25%
Sundaram Finance Ltd.
Finance
1.58%1.22%1.22%
IPCA Laboratories Ltd.
Pharmaceuticals & Biotechnology
1.46%1.08%1.08%
Bharat Electronics Ltd.
Aerospace & Defense
1.21%1.01%1.01%
Vishal Mega Mart Ltd
Retailing
1.16%0.93%0.93%
HDFC Asset Management Company Ltd.
Capital Markets
1.58%0.89%0.89%
Mahindra & Mahindra Financial Services Ltd
Finance
1.50%0.89%0.89%
Hindustan Petroleum Corporation Ltd.
Petroleum Products
1.03%0.86%0.86%
Prestige Estates Projects Ltd.
Realty
0.86%1.18%0.86%
The Indian Hotels Company Ltd.
Leisure Services
0.84%0.91%0.84%
Schaeffler India Ltd.
Auto Components
0.82%0.89%0.82%
Jubilant Foodworks Ltd.
Leisure Services
1.28%0.79%0.79%
Endurance Technologies Ltd.
Auto Components
1.05%0.79%0.79%
Blue Star Ltd.
Consumer Durables
0.77%0.80%0.77%
Dixon Technologies (India) Ltd.
Consumer Durables
0.72%1.08%0.72%
Page Industries Ltd.
Textiles & Apparels
1.02%0.70%0.70%
Mankind Pharma Ltd.
Pharmaceuticals & Biotechnology
0.69%0.76%0.69%
Radico Khaitan Ltd.
Beverages
1.27%0.66%0.66%
Balkrishna Industries Ltd.
Auto Components
0.98%0.60%0.60%
CG Power and Industrial Solutions Ltd.
Electrical Equipment
0.57%0.84%0.57%
LG Electronics India Ltd.
Consumer Durables
1.04%0.47%0.47%
Swiggy Ltd.
Retailing
0.47%0.48%0.47%
NMDC Ltd.
Minerals & Mining
1.59%0.42%0.42%
JK Cement Ltd.
Cement & Cement Products
1.76%0.39%0.39%
HDB Financial Services Ltd.
Finance
0.39%1.13%0.39%
Astral Ltd.
Industrial Products
0.31%0.76%0.31%
Supreme Industries Ltd.
Industrial Products
0.30%1.10%0.30%
ITC Hotels Ltd.
Leisure Services
0.30%0.56%0.30%

Unique to EDELWEISS MID CAP

  • Marico Ltd.2.43%
  • Multi Commodity Exchange Of India Ltd.2.34%
  • IDFC First Bank Ltd.1.97%
  • Oil India Ltd.1.91%

Unique to Nippon India Growth Mid Cap

  • Voltas Limited2.45%
  • Power Finance Corporation Limited2.09%
  • Cholamandalam Financial Holdings Limited1.98%

Sector Overlap Breakdown

Banks
6.0% (3)
Healthcare Services
3.8% (2)
Industrial Products
3.5% (4)
Auto Components
3.5% (4)
Pharmaceuticals & Biotechnology
3.1% (3)
Capital Markets
2.6% (2)
Finance
2.5% (3)
Consumer Durables
2.0% (3)
Leisure Services
1.9% (3)
Electrical Equipment
1.9% (2)
Agricultural, Commercial & Construction Vehicles
1.7% (1)
Insurance
1.7% (1)
Telecom - Services
1.6% (1)
IT - Software
1.6% (1)
Retailing
1.4% (2)
Power
1.3% (1)
Aerospace & Defense
1.0% (1)
Petroleum Products
0.9% (1)
Realty
0.9% (1)
Textiles & Apparels
0.7% (1)
Beverages
0.7% (1)
Minerals & Mining
0.4% (1)
Cement & Cement Products
0.4% (1)

More comparisons for EDELWEISS MID CAP

More comparisons for Nippon India Growth Mid Cap

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