IB01-Groww Large Cap Fund vs LIC MF LARGE CAP FUND

Groww vs LIC· Portfolio Overlap Analysis

54.7%High Overlap
21 common stocksRank #6953 / 20,000

Investor takeaway: At 54.7% 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 (21)

StockWt% in IB01-Groww Large CapWt% in LIC MF LARGE CAPOverlap
ICICI Bank Limited
Banks
8.30%8.03%8.03%
HDFC Bank Limited
Banks
7.80%9.31%7.80%
Larsen & Toubro Limited
Construction
6.74%5.64%5.64%
Reliance Industries Limited
Petroleum Products
4.31%6.45%4.31%
Bharti Airtel Limited
Telecom - Services
4.13%4.06%4.06%
State Bank of India
Banks
4.64%3.32%3.32%
Axis Bank Limited
Banks
2.61%2.79%2.61%
Mahindra & Mahindra Limited
Automobiles
2.60%2.16%2.16%
Infosys Limited
IT - Software
2.03%2.73%2.03%
Bharat Electronics Limited
Aerospace & Defense
2.35%1.75%1.75%
Tata Motors Passenger Vehicles Limited
Automobiles
1.61%2.46%1.61%
Kotak Mahindra Bank Limited
Banks
2.47%1.54%1.54%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.54%2.08%1.54%
UltraTech Cement Limited
Cement & Cement Products
2.48%1.48%1.48%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.48%1.62%1.48%
Eternal Limited
Retailing
2.04%1.34%1.34%
Maruti Suzuki India Limited
Automobiles
1.92%1.24%1.24%
Hindustan Unilever Limited
Diversified FMCG
1.15%2.55%1.15%
Shriram Finance Limited
Finance
1.03%0.92%0.92%
REC Limited
Finance
0.61%1.34%0.61%
Cholamandalam Invest & Finance Co Ltd
Finance
2.45%0.12%0.12%

Unique to IB01-Groww Large Cap

  • Cummins India Limited3.39%
  • Bajaj Finance Limited3.32%
  • Torrent Pharmaceuticals Limited2.61%

Unique to LIC MF LARGE CAP

  • ITC Ltd.2.57%

Sector Overlap Breakdown

Banks
23.3% (5)
Construction
5.6% (1)
Automobiles
5.0% (3)
Petroleum Products
4.3% (1)
Telecom - Services
4.1% (1)
IT - Software
2.0% (1)
Aerospace & Defense
1.8% (1)
Finance
1.6% (3)
Pharmaceuticals & Biotechnology
1.5% (1)
Cement & Cement Products
1.5% (1)
Healthcare Services
1.5% (1)
Retailing
1.3% (1)
Diversified FMCG
1.1% (1)

More comparisons for IB01-Groww Large Cap

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