IB01-Groww Large Cap Fund vs PGIM INDIA LARGE CAP FUND

Groww vs PGIM· Portfolio Overlap Analysis

55.9%High Overlap
24 common stocksRank #6524 / 20,000

Investor takeaway: At 55.9% 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 (24)

StockWt% in IB01-Groww Large CapWt% in PGIM INDIA LARGE CAPOverlap
ICICI Bank Limited
Banks
8.30%7.94%7.94%
HDFC Bank Limited
Banks
7.80%8.93%7.80%
Larsen & Toubro Limited
Construction
6.74%4.44%4.44%
Reliance Industries Limited
Petroleum Products
4.31%6.64%4.31%
Bharti Airtel Limited
Telecom - Services
4.13%4.72%4.13%
Bajaj Finance Limited
Finance
3.32%2.94%2.94%
State Bank of India
Banks
4.64%2.91%2.91%
Kotak Mahindra Bank Limited
Banks
2.47%2.94%2.47%
UltraTech Cement Limited
Cement & Cement Products
2.48%2.04%2.04%
Eternal Limited
Retailing
2.04%2.26%2.04%
Maruti Suzuki India Limited
Automobiles
1.92%1.86%1.86%
Infosys Limited
IT - Software
2.03%1.68%1.68%
Mahindra & Mahindra Limited
Automobiles
2.60%1.67%1.67%
Eicher Motors Limited
Automobiles
1.88%1.43%1.43%
Cummins India Limited
Industrial Products
3.39%1.24%1.24%
Samvardhana Motherson International Ltd
Auto Components
1.18%1.08%1.08%
NTPC Limited
Power
1.07%2.13%1.07%
Max Healthcare Institute Limited
Healthcare Services
0.93%1.06%0.93%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.54%0.91%0.91%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
2.61%0.80%0.80%
Bharat Electronics Limited
Aerospace & Defense
2.35%0.77%0.77%
Shriram Finance Limited
Finance
1.03%0.56%0.56%
Cholamandalam Invest & Finance Co Ltd
Finance
2.45%0.54%0.54%
PERSISTENT SYSTEMS LTD
IT - Software
0.37%1.31%0.37%

Unique to IB01-Groww Large Cap

  • Axis Bank Limited2.61%

Unique to PGIM INDIA LARGE CAP

  • Tata Consultancy Services Ltd.2.56%
  • Titan Company Ltd.2.30%

Sector Overlap Breakdown

Banks
21.1% (4)
Automobiles
5.0% (3)
Construction
4.4% (1)
Petroleum Products
4.3% (1)
Telecom - Services
4.1% (1)
Finance
4.0% (3)
IT - Software
2.0% (2)
Cement & Cement Products
2.0% (1)
Retailing
2.0% (1)
Pharmaceuticals & Biotechnology
1.7% (2)
Industrial Products
1.2% (1)
Auto Components
1.1% (1)
Power
1.1% (1)
Healthcare Services
0.9% (1)
Aerospace & Defense
0.8% (1)

More comparisons for IB01-Groww Large Cap

More comparisons for PGIM INDIA LARGE CAP

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