IB01-Groww Large Cap Fund vs IB11-Groww ELSS Tax Saver Fund
Groww vs Groww· Portfolio Overlap Analysis
51.1%High Overlap
25 common stocksRank #9030 / 20,000
Investor takeaway: At 51.1% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (25)
| Stock | Wt% in IB01-Groww Large Cap | Wt% in IB11-Groww ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.80% | 8.05% | 7.80% |
ICICI Bank Limited Banks | 8.30% | 5.75% | 5.75% |
Reliance Industries Limited Petroleum Products | 4.31% | 5.46% | 4.31% |
State Bank of India Banks | 4.64% | 3.53% | 3.53% |
Larsen & Toubro Limited Construction | 6.74% | 3.35% | 3.35% |
Bharti Airtel Limited Telecom - Services | 4.13% | 3.23% | 3.23% |
Axis Bank Limited Banks | 2.61% | 2.60% | 2.60% |
Mahindra & Mahindra Limited Automobiles | 2.60% | 2.35% | 2.35% |
Kotak Mahindra Bank Limited Banks | 2.47% | 2.23% | 2.23% |
Infosys Limited IT - Software | 2.03% | 2.49% | 2.03% |
Maruti Suzuki India Limited Automobiles | 1.92% | 1.77% | 1.77% |
Bajaj Finance Limited Finance | 3.32% | 1.67% | 1.67% |
Tata Steel Limited Ferrous Metals | 1.27% | 1.56% | 1.27% |
Eternal Limited Retailing | 2.04% | 1.15% | 1.15% |
Hindustan Unilever Limited Diversified FMCG | 1.15% | 1.29% | 1.15% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.54% | 1.04% | 1.04% |
Shriram Finance Limited Finance | 1.03% | 1.36% | 1.03% |
UltraTech Cement Limited Cement & Cement Products | 2.48% | 1.00% | 1.00% |
Eicher Motors Limited Automobiles | 1.88% | 1.00% | 1.00% |
NTPC Limited Power | 1.07% | 0.70% | 0.70% |
Max Healthcare Institute Limited Healthcare Services | 0.93% | 0.68% | 0.68% |
Tata Motors Passenger Vehicles Limited Automobiles | 1.61% | 0.63% | 0.63% |
SWIGGY LIMITED Retailing | 0.44% | 1.02% | 0.44% |
PERSISTENT SYSTEMS LTD IT - Software | 0.37% | 0.52% | 0.37% |
Kwality Wall’s (India) Limited Food Products | 0.01% | 0.02% | 0.01% |
Unique to IB01-Groww Large Cap
- Cummins India Limited3.39%
- Torrent Pharmaceuticals Limited2.61%
Unique to IB11-Groww ELSS Tax Saver
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks21.9% (5)
Automobiles5.8% (4)
Petroleum Products4.3% (1)
Construction3.4% (1)
Telecom - Services3.2% (1)
Finance2.7% (2)
IT - Software2.4% (2)
Retailing1.6% (2)
Ferrous Metals1.3% (1)
Diversified FMCG1.1% (1)
Pharmaceuticals & Biotechnology1.0% (1)
Cement & Cement Products1.0% (1)
Power0.7% (1)
Healthcare Services0.7% (1)
Food Products0.0% (1)
More comparisons for IB01-Groww Large Cap
- vs CANARA ROBECO LARGE CAP62.7% · 26 stocks
- vs Axis Large Cap62.6% · 26 stocks
- vs IB03-Groww Aggressive Hybrid62.0% · 32 stocks
- vs Baroda BNP Paribas Nifty 50 In61.4% · 25 stocks
- vs HDFC NIFTY 50 ETF61.3% · 25 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.