IB03-Groww Aggressive Hybrid Fund vs IB11-Groww ELSS Tax Saver Fund
Groww vs Groww· Portfolio Overlap Analysis
43.7%High Overlap
23 common stocksRank #18010 / 20,000
Investor takeaway: At 43.7% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (23)
| Stock | Wt% in IB03-Groww Aggressive Hybrid | Wt% in IB11-Groww ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 6.98% | 8.05% | 6.98% |
ICICI Bank Limited Banks | 8.09% | 5.75% | 5.75% |
State Bank of India Banks | 3.97% | 3.53% | 3.53% |
Larsen & Toubro Limited Construction | 5.62% | 3.35% | 3.35% |
Bharti Airtel Limited Telecom - Services | 3.69% | 3.23% | 3.23% |
Reliance Industries Limited Petroleum Products | 2.81% | 5.46% | 2.81% |
Infosys Limited IT - Software | 2.26% | 2.49% | 2.26% |
Mahindra & Mahindra Limited Automobiles | 2.05% | 2.35% | 2.05% |
Bajaj Finance Limited Finance | 2.85% | 1.67% | 1.67% |
Kotak Mahindra Bank Limited Banks | 1.38% | 2.23% | 1.38% |
Axis Bank Limited Banks | 1.09% | 2.60% | 1.09% |
Maruti Suzuki India Limited Automobiles | 1.08% | 1.77% | 1.08% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 3.02% | 1.04% | 1.04% |
Max Financial Services Limited Insurance | 2.93% | 1.00% | 1.00% |
UltraTech Cement Limited Cement & Cement Products | 1.74% | 1.00% | 1.00% |
Eicher Motors Limited Automobiles | 1.12% | 1.00% | 1.00% |
Eternal Limited Retailing | 0.96% | 1.15% | 0.96% |
Shriram Finance Limited Finance | 0.77% | 1.36% | 0.77% |
NTPC Limited Power | 1.41% | 0.70% | 0.70% |
Max Healthcare Institute Limited Healthcare Services | 1.54% | 0.68% | 0.68% |
Tata Motors Passenger Vehicles Limited Automobiles | 1.08% | 0.63% | 0.63% |
PERSISTENT SYSTEMS LTD IT - Software | 0.38% | 0.52% | 0.38% |
SWIGGY LIMITED Retailing | 0.37% | 1.02% | 0.37% |
Unique to IB03-Groww Aggressive Hybrid
- Cummins India Limited2.60%
Unique to IB11-Groww ELSS Tax Saver
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks18.7% (5)
Automobiles4.8% (4)
Construction3.4% (1)
Telecom - Services3.2% (1)
Petroleum Products2.8% (1)
IT - Software2.6% (2)
Finance2.4% (2)
Retailing1.3% (2)
Pharmaceuticals & Biotechnology1.0% (1)
Insurance1.0% (1)
Cement & Cement Products1.0% (1)
Power0.7% (1)
Healthcare Services0.7% (1)
More comparisons for IB03-Groww Aggressive Hybrid
- vs IB01-Groww Large Cap62.0% · 32 stocks
- vs Kotak Large Cap51.3% · 22 stocks
- vs Axis Large Cap51.2% · 22 stocks
- vs CANARA ROBECO LARGE CAP50.9% · 21 stocks
- vs HDFC NIFTY 50 ETF50.9% · 22 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.