IB01-Groww Large Cap Fund vs TATA LARGE CAP FUND

Groww vs Tata· Portfolio Overlap Analysis

49.9%High Overlap
17 common stocksRank #10267 / 20,000

Investor takeaway: At 49.9% 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 (17)

StockWt% in IB01-Groww Large CapWt% in TATA LARGE CAPOverlap
ICICI Bank Limited
Banks
8.30%9.12%8.30%
HDFC Bank Limited
Banks
7.80%8.20%7.80%
Reliance Industries Limited
Petroleum Products
4.31%5.26%4.31%
Larsen & Toubro Limited
Construction
6.74%3.58%3.58%
State Bank of India
Banks
4.64%3.54%3.54%
Bajaj Finance Limited
Finance
3.32%3.04%3.04%
Axis Bank Limited
Banks
2.61%4.08%2.61%
Mahindra & Mahindra Limited
Automobiles
2.60%2.89%2.60%
Kotak Mahindra Bank Limited
Banks
2.47%3.72%2.47%
Bharti Airtel Limited
Telecom - Services
4.13%2.19%2.19%
Infosys Limited
IT - Software
2.03%3.54%2.03%
Bank of Baroda
Banks
1.58%1.73%1.58%
Tata Steel Limited
Ferrous Metals
1.27%2.56%1.27%
Ambuja Cements Limited
Cement & Cement Products
1.21%1.43%1.21%
Samvardhana Motherson International Ltd
Auto Components
1.18%2.32%1.18%
Hindustan Unilever Limited
Diversified FMCG
1.15%2.64%1.15%
NTPC Limited
Power
1.07%1.79%1.07%

Unique to IB01-Groww Large Cap

  • Cummins India Limited3.39%
  • Torrent Pharmaceuticals Limited2.61%

Unique to TATA LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
26.3% (6)
Petroleum Products
4.3% (1)
Construction
3.6% (1)
Finance
3.0% (1)
Automobiles
2.6% (1)
Telecom - Services
2.2% (1)
IT - Software
2.0% (1)
Ferrous Metals
1.3% (1)
Cement & Cement Products
1.2% (1)
Auto Components
1.2% (1)
Diversified FMCG
1.1% (1)
Power
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.