EDELWEISS NIFTY NEXT 50 INDEX FUND vs Samco Large Cap Fund
Edelweiss vs Samco· Portfolio Overlap Analysis
28.5%Moderate Overlap
13 common stocks0
Investor takeaway: These funds share moderate overlap at 28.5%. Some duplication is normal, but you should still check whether the common sectors match the role you want each fund to play.
Common Holdings (13)
| Stock | Wt% in EDELWEISS NIFTY NEXT 50 INDEX | Wt% in Samco Large Cap | Overlap |
|---|---|---|---|
Vedanta Ltd. Diversified Metals | 5.22% | 4.03% | 4.03% |
TVS Motor Company Ltd. Automobiles | 3.89% | 4.44% | 3.89% |
Bank of Baroda Banks | 2.56% | 2.88% | 2.56% |
Samvardhana Motherson International Ltd. Auto Components | 2.54% | 3.91% | 2.54% |
Adani Power Ltd. Power | 2.37% | 2.69% | 2.37% |
Canara Bank Banks | 2.27% | 2.53% | 2.27% |
Jindal Steel Ltd. Ferrous Metals | 1.99% | 2.82% | 1.99% |
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 1.94% | 3.32% | 1.94% |
Punjab National Bank Banks | 1.91% | 3.00% | 1.91% |
Indian Oil Corporation Ltd. Petroleum Products | 3.00% | 1.60% | 1.60% |
Adani Energy Solutions Ltd. Power | 1.50% | 2.60% | 1.50% |
Hindustan Zinc Ltd. Non - Ferrous Metals | 1.12% | 3.39% | 1.12% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 3.20% | 0.78% | 0.78% |
Unique to EDELWEISS NIFTY NEXT 50 INDEX
- Divi's Laboratories Ltd.3.49%
- Hindustan Aeronautics Ltd.3.18%
- Cholamandalam Investment & Finance Company Ltd.3.14%
- Britannia Industries Ltd.3.03%
- Tata Power Company Ltd.2.72%
- VARUN BEVERAGES LIMITED2.65%
Unique to Samco Large Cap
- Eicher Motors Limited5.28%
- Hindalco Industries Limited4.10%
- Shriram Finance Limited3.72%
- SBI Life Insurance Company Limited3.64%
- Titan Company Limited3.54%
- State Bank of India3.41%
Sector Overlap Breakdown
Banks6.7% (3)
Diversified Metals4.0% (1)
Automobiles3.9% (1)
Power3.9% (2)
Auto Components2.5% (1)
Petroleum Products2.4% (2)
Ferrous Metals2.0% (1)
Pharmaceuticals & Biotechnology1.9% (1)
Non - Ferrous Metals1.1% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.