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)
| Stock | Wt% in IB01-Groww Large Cap | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
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
Banks26.3% (6)
Petroleum Products4.3% (1)
Construction3.6% (1)
Finance3.0% (1)
Automobiles2.6% (1)
Telecom - Services2.2% (1)
IT - Software2.0% (1)
Ferrous Metals1.3% (1)
Cement & Cement Products1.2% (1)
Auto Components1.2% (1)
Diversified FMCG1.1% (1)
Power1.1% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.