EDELWEISS MID CAP FUND vs PGIM INDIA MIDCAP FUND

Edelweiss vs PGIM· Portfolio Overlap Analysis

46.4%High Overlap
51 common stocksRank #14035 / 20,000

Investor takeaway: At 46.4% 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 (51)

StockWt% in EDELWEISS MID CAPWt% in PGIM INDIA MIDCAPOverlap
AU Small Finance Bank Ltd.
Banks
1.90%1.93%1.90%
JK Cement Ltd.
Cement & Cement Products
1.76%2.62%1.76%
Solar Industries India Ltd.
Chemicals & Petrochemicals
1.74%2.19%1.74%
UNO Minda Ltd.
Auto Components
1.70%2.66%1.70%
Max Financial Services Ltd.
Insurance
1.68%2.77%1.68%
SRF Ltd.
Chemicals & Petrochemicals
1.63%1.97%1.63%
Persistent Systems Ltd.
IT - Software
1.61%2.36%1.61%
Max Healthcare Institute Ltd.
Healthcare Services
1.54%1.63%1.54%
The Federal Bank Ltd.
Banks
2.33%1.51%1.51%
Torrent Power Ltd.
Power
1.67%1.22%1.22%
Cummins India Ltd.
Industrial Products
1.47%1.21%1.21%
GE Vernova T&D India Limited
Electrical Equipment
1.34%1.18%1.18%
Vishal Mega Mart Ltd
Retailing
1.16%2.23%1.16%
Indian Bank
Banks
2.15%1.14%1.14%
The Phoenix Mills Ltd.
Realty
1.14%1.10%1.10%
APL Apollo Tubes Ltd.
Industrial Products
2.00%1.09%1.09%
Bharat Forge Ltd.
Auto Components
1.32%1.08%1.08%
Karur Vysya Bank Ltd.
Banks
1.08%1.18%1.08%
PB Fintech Ltd.
Financial Technology (Fintech)
1.31%1.07%1.07%
BSE Ltd.
Capital Markets
1.73%1.06%1.06%
LG Electronics India Ltd.
Consumer Durables
1.04%1.30%1.04%
Ashok Leyland Ltd.
Agricultural, Commercial & Construction Vehicles
1.71%0.94%0.94%
Muthoot Finance Ltd.
Finance
1.16%0.94%0.94%
Bharti Hexacom Ltd.
Telecom - Services
0.88%2.52%0.88%
KEI Industries Ltd.
Industrial Products
1.54%0.87%0.87%
Prestige Estates Projects Ltd.
Realty
0.86%1.89%0.86%
Jubilant Foodworks Ltd.
Leisure Services
1.28%0.83%0.83%
Ajanta Pharma Ltd.
Pharmaceuticals & Biotechnology
0.83%1.26%0.83%
Multi Commodity Exchange Of India Ltd.
Capital Markets
2.34%0.82%0.82%
TVS Motor Company Ltd.
Automobiles
0.82%1.58%0.82%
Blue Star Ltd.
Consumer Durables
0.77%1.72%0.77%
Schaeffler India Ltd.
Auto Components
0.82%0.72%0.72%
Dixon Technologies (India) Ltd.
Consumer Durables
0.72%1.97%0.72%
Mankind Pharma Ltd.
Pharmaceuticals & Biotechnology
0.69%2.14%0.69%
Radico Khaitan Ltd.
Beverages
1.27%0.64%0.64%
Hitachi Energy India Ltd.
Electrical Equipment
0.63%0.70%0.63%
Bharat Electronics Ltd.
Aerospace & Defense
1.21%0.62%0.62%
Sundaram Finance Ltd.
Finance
1.58%0.59%0.59%
CG Power and Industrial Solutions Ltd.
Electrical Equipment
0.57%1.19%0.57%
City Union Bank Ltd.
Banks
1.07%0.55%0.55%
360 One Wam Ltd.
Capital Markets
0.51%0.54%0.51%
Endurance Technologies Ltd.
Auto Components
1.05%0.49%0.49%
Hindustan Petroleum Corporation Ltd.
Petroleum Products
1.03%0.45%0.45%
Triveni Turbine Ltd.
Electrical Equipment
0.45%0.51%0.45%
Astral Ltd.
Industrial Products
0.31%1.50%0.31%
Supreme Industries Ltd.
Industrial Products
0.30%0.44%0.30%
ITC Hotels Ltd.
Leisure Services
0.30%0.76%0.30%
Sumitomo Chemical India Ltd.
Fertilizers & Agrochemicals
0.54%0.29%0.29%
Bikaji Foods International Ltd.
Food Products
0.69%0.27%0.27%
Coforge Ltd.
IT - Software
1.54%0.13%0.13%
Escorts Kubota Ltd.
Agricultural, Commercial & Construction Vehicles
0.12%0.64%0.12%

Unique to EDELWEISS MID CAP

  • Marico Ltd.2.43%
  • Fortis Healthcare Ltd.2.27%
  • IDFC First Bank Ltd.1.97%
  • Oil India Ltd.1.91%

Unique to PGIM INDIA MIDCAP

  • FSN E-Commerce Ventures Ltd.2.09%
  • Aditya Birla Capital Ltd.2.03%

Sector Overlap Breakdown

Banks
6.2% (5)
Auto Components
4.0% (4)
Industrial Products
3.8% (5)
Chemicals & Petrochemicals
3.4% (2)
Electrical Equipment
2.8% (4)
Consumer Durables
2.5% (3)
Capital Markets
2.4% (3)
Realty
2.0% (2)
Cement & Cement Products
1.8% (1)
IT - Software
1.7% (2)
Insurance
1.7% (1)
Healthcare Services
1.5% (1)
Finance
1.5% (2)
Pharmaceuticals & Biotechnology
1.5% (2)
Power
1.2% (1)
Retailing
1.2% (1)
Leisure Services
1.1% (2)
Financial Technology (Fintech)
1.1% (1)
Agricultural, Commercial & Construction Vehicles
1.1% (2)
Telecom - Services
0.9% (1)
Automobiles
0.8% (1)
Beverages
0.6% (1)
Aerospace & Defense
0.6% (1)
Petroleum Products
0.5% (1)
Fertilizers & Agrochemicals
0.3% (1)
Food Products
0.3% (1)

More comparisons for EDELWEISS MID CAP

More comparisons for PGIM INDIA MIDCAP

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