IB11-Groww ELSS Tax Saver Fund vs NIPPON INDIA LARGE CAP FUND

Groww vs Nippon· Portfolio Overlap Analysis

55.1%High Overlap
29 common stocksRank #6856 / 20,000

Investor takeaway: At 55.1% 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 (29)

StockWt% in IB11-Groww ELSS Tax SaverWt% in NIPPON INDIA LARGE CAPOverlap
HDFC Bank Limited
Banks
8.05%8.82%8.05%
ICICI Bank Limited
Banks
5.75%7.02%5.75%
Reliance Industries Limited
Petroleum Products
5.46%5.30%5.30%
State Bank of India
Banks
3.53%3.99%3.53%
Larsen & Toubro Limited
Construction
3.35%4.24%3.35%
Axis Bank Limited
Banks
2.60%4.20%2.60%
Infosys Limited
IT - Software
2.49%2.94%2.49%
Mahindra & Mahindra Limited
Automobiles
2.35%2.44%2.35%
Kotak Mahindra Bank Limited
Banks
2.23%2.02%2.02%
Maruti Suzuki India Limited
Automobiles
1.77%2.31%1.77%
Bajaj Finance Limited
Finance
1.67%2.80%1.67%
ITC Limited
Diversified FMCG
1.54%2.61%1.54%
Hindustan Unilever Limited
Diversified FMCG
1.29%2.29%1.29%
Tata Steel Limited
Ferrous Metals
1.56%1.28%1.28%
Eternal Limited
Retailing
1.15%1.10%1.10%
Tata Consultancy Services Limited
IT - Software
1.08%2.41%1.08%
InterGlobe Aviation Limited
Transport Services
1.50%1.07%1.07%
Lupin Limited
Pharmaceuticals & Biotechnology
1.12%1.05%1.05%
UltraTech Cement Limited
Cement & Cement Products
1.00%1.42%1.00%
The Indian Hotels Company Limited
Leisure Services
1.06%0.97%0.97%
Vedanta Limited
Diversified Metals
1.33%0.92%0.92%
ICICI Lombard General Insurance Company
Insurance
1.03%0.74%0.74%
SWIGGY LIMITED
Retailing
1.02%0.74%0.74%
PB Fintech Limited
Financial Technology (Fintech)
0.82%0.72%0.72%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.04%0.71%0.71%
NTPC Limited
Power
0.70%2.48%0.70%
Max Financial Services Limited
Insurance
1.00%0.50%0.50%
HCL Technologies Limited
IT - Software
0.50%0.97%0.50%
Grasim Industries Limited
Cement & Cement Products
1.14%0.33%0.33%

Unique to IB11-Groww ELSS Tax Saver

  • Bharti Airtel Limited3.23%

Unique to NIPPON INDIA LARGE CAP

  • GE Vernova T&D India Limited2.82%

Sector Overlap Breakdown

Banks
21.9% (5)
Petroleum Products
5.3% (1)
Automobiles
4.1% (2)
IT - Software
4.1% (3)
Construction
3.4% (1)
Diversified FMCG
2.8% (2)
Retailing
1.8% (2)
Pharmaceuticals & Biotechnology
1.8% (2)
Finance
1.7% (1)
Cement & Cement Products
1.3% (2)
Ferrous Metals
1.3% (1)
Insurance
1.2% (2)
Transport Services
1.1% (1)
Leisure Services
1.0% (1)
Diversified Metals
0.9% (1)
Financial Technology (Fintech)
0.7% (1)
Power
0.7% (1)

More comparisons for IB11-Groww ELSS Tax Saver

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