IB11-Groww ELSS Tax Saver Fund vs PGIM INDIA ELSS TAX SAVER FUND
Groww vs PGIM· Portfolio Overlap Analysis
47.6%High Overlap
25 common stocksRank #12636 / 20,000
Investor takeaway: At 47.6% 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 (25)
| Stock | Wt% in IB11-Groww ELSS Tax Saver | Wt% in PGIM INDIA ELSS TAX SAVER | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.05% | 8.22% | 8.05% |
ICICI Bank Limited Banks | 5.75% | 6.82% | 5.75% |
Reliance Industries Limited Petroleum Products | 5.46% | 4.91% | 4.91% |
Larsen & Toubro Limited Construction | 3.35% | 3.40% | 3.35% |
Bharti Airtel Limited Telecom - Services | 3.23% | 3.84% | 3.23% |
State Bank of India Banks | 3.53% | 2.38% | 2.38% |
Kotak Mahindra Bank Limited Banks | 2.23% | 2.40% | 2.23% |
Infosys Limited IT - Software | 2.49% | 1.69% | 1.69% |
Bajaj Finance Limited Finance | 1.67% | 2.87% | 1.67% |
Titan Company Limited Consumer Durables | 1.27% | 1.51% | 1.27% |
Eternal Limited Retailing | 1.15% | 1.79% | 1.15% |
TVS Motor Company Limited Automobiles | 1.36% | 1.12% | 1.12% |
Tata Consultancy Services Limited IT - Software | 1.08% | 1.58% | 1.08% |
AU Small Finance Bank Limited Banks | 1.34% | 1.03% | 1.03% |
ICICI Lombard General Insurance Company Insurance | 1.03% | 2.59% | 1.03% |
UltraTech Cement Limited Cement & Cement Products | 1.00% | 2.48% | 1.00% |
Eicher Motors Limited Automobiles | 1.00% | 1.17% | 1.00% |
Mahindra & Mahindra Limited Automobiles | 2.35% | 0.98% | 0.98% |
Multi Commodity Exchange of India Ltd. Capital Markets | 1.22% | 0.84% | 0.84% |
SRF Limited Chemicals & Petrochemicals | 0.80% | 1.19% | 0.80% |
Navin Fluorine International Limited Chemicals & Petrochemicals | 0.78% | 1.29% | 0.78% |
ITC Limited Diversified FMCG | 1.54% | 0.70% | 0.70% |
Max Healthcare Institute Limited Healthcare Services | 0.68% | 1.76% | 0.68% |
PERSISTENT SYSTEMS LTD IT - Software | 0.52% | 1.55% | 0.52% |
The Phoenix Mills Limited Realty | 0.34% | 0.48% | 0.34% |
Unique to IB11-Groww ELSS Tax Saver
- Axis Bank Limited2.60%
Unique to PGIM INDIA ELSS TAX SAVER
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.4% (5)
Petroleum Products4.9% (1)
Construction3.4% (1)
IT - Software3.3% (3)
Telecom - Services3.2% (1)
Automobiles3.1% (3)
Finance1.7% (1)
Chemicals & Petrochemicals1.6% (2)
Consumer Durables1.3% (1)
Retailing1.1% (1)
Insurance1.0% (1)
Cement & Cement Products1.0% (1)
Capital Markets0.8% (1)
Diversified FMCG0.7% (1)
Healthcare Services0.7% (1)
Realty0.3% (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 PGIM INDIA ELSS TAX SAVER
- vs PGIM INDIA FLEXI CAP64.7% · 47 stocks
- vs PGIM INDIA LARGE CAP62.0% · 32 stocks
- vs PGIM INDIA MULTI CAP60.5% · 56 stocks
- vs PGIM INDIA RETIREMENT59.6% · 52 stocks
- vs CANARA ROBECO LARGE CAP58.0% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.