IB11-Groww ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund
Groww vs Kotak· Portfolio Overlap Analysis
42.5%High Overlap
21 common stocksRank #19532 / 20,000
Investor takeaway: At 42.5% 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)
| Stock | Wt% in IB11-Groww ELSS Tax Saver | Wt% in Kotak ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.05% | 8.38% | 8.05% |
ICICI Bank Limited Banks | 5.75% | 4.99% | 4.99% |
State Bank of India Banks | 3.53% | 5.96% | 3.53% |
Bharti Airtel Limited Telecom - Services | 3.23% | 3.60% | 3.23% |
Larsen & Toubro Limited Construction | 3.35% | 2.60% | 2.60% |
Infosys Limited IT - Software | 2.49% | 2.82% | 2.49% |
Axis Bank Limited Banks | 2.60% | 2.18% | 2.18% |
Mahindra & Mahindra Limited Automobiles | 2.35% | 1.87% | 1.87% |
Reliance Industries Limited Petroleum Products | 5.46% | 1.80% | 1.80% |
Bajaj Finance Limited Finance | 1.67% | 2.47% | 1.67% |
InterGlobe Aviation Limited Transport Services | 1.50% | 1.71% | 1.50% |
Kotak Mahindra Bank Limited Banks | 2.23% | 1.47% | 1.47% |
Eternal Limited Retailing | 1.15% | 2.33% | 1.15% |
TVS Motor Company Limited Automobiles | 1.36% | 1.07% | 1.07% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.04% | 2.05% | 1.04% |
UltraTech Cement Limited Cement & Cement Products | 1.00% | 1.90% | 1.00% |
SRF Limited Chemicals & Petrochemicals | 0.80% | 0.81% | 0.80% |
NTPC Limited Power | 0.70% | 2.81% | 0.70% |
Hindustan Petroleum Corporation Limited Petroleum Products | 0.58% | 2.59% | 0.58% |
Lupin Limited Pharmaceuticals & Biotechnology | 1.12% | 0.54% | 0.54% |
SWIGGY LIMITED Retailing | 1.02% | 0.26% | 0.26% |
Unique to IB11-Groww ELSS Tax Saver
All top holdings are shared with the other fund.
Unique to Kotak ELSS Tax Saver
- Tech Mahindra Ltd.2.88%
- Hero MotoCorp Ltd.2.70%
- Britannia Industries Ltd.2.69%
Sector Overlap Breakdown
Banks20.2% (5)
Telecom - Services3.2% (1)
Automobiles2.9% (2)
Construction2.6% (1)
IT - Software2.5% (1)
Petroleum Products2.4% (2)
Finance1.7% (1)
Pharmaceuticals & Biotechnology1.6% (2)
Transport Services1.5% (1)
Retailing1.4% (2)
Cement & Cement Products1.0% (1)
Chemicals & Petrochemicals0.8% (1)
Power0.7% (1)
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
More comparisons for Kotak ELSS Tax Saver
- vs Kotak Large & Midcap57.2% · 34 stocks
- vs Kotak ESG Exclusionary Strateg55.2% · 25 stocks
- vs Kotak Contra54.6% · 30 stocks
- vs Kotak Large Cap54.5% · 27 stocks
- vs Kotak Flexicap51.0% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.