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

Groww vs PGIM· Portfolio Overlap Analysis

54.3%High Overlap
29 common stocksRank #7176 / 20,000

Investor takeaway: At 54.3% 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 PGIM INDIA LARGE CAPOverlap
HDFC Bank Limited
Banks
8.05%8.93%8.05%
ICICI Bank Limited
Banks
5.75%7.94%5.75%
Reliance Industries Limited
Petroleum Products
5.46%6.64%5.46%
Larsen & Toubro Limited
Construction
3.35%4.44%3.35%
Bharti Airtel Limited
Telecom - Services
3.23%4.72%3.23%
State Bank of India
Banks
3.53%2.91%2.91%
Kotak Mahindra Bank Limited
Banks
2.23%2.94%2.23%
Maruti Suzuki India Limited
Automobiles
1.77%1.86%1.77%
Infosys Limited
IT - Software
2.49%1.68%1.68%
Mahindra & Mahindra Limited
Automobiles
2.35%1.67%1.67%
Bajaj Finance Limited
Finance
1.67%2.94%1.67%
TVS Motor Company Limited
Automobiles
1.36%2.13%1.36%
Titan Company Limited
Consumer Durables
1.27%2.30%1.27%
Eternal Limited
Retailing
1.15%2.26%1.15%
JSW Steel Limited
Ferrous Metals
1.09%1.11%1.09%
Tata Consultancy Services Limited
IT - Software
1.08%2.56%1.08%
Ashok Leyland Limited
Agricultural, Commercial & Construction Vehicles
1.43%1.07%1.07%
ICICI Lombard General Insurance Company
Insurance
1.03%1.03%1.03%
UltraTech Cement Limited
Cement & Cement Products
1.00%2.04%1.00%
Eicher Motors Limited
Automobiles
1.00%1.43%1.00%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.04%0.91%0.91%
Prestige Estates Projects Limited
Realty
0.84%0.98%0.84%
PB Fintech Limited
Financial Technology (Fintech)
0.82%1.06%0.82%
ITC Limited
Diversified FMCG
1.54%0.75%0.75%
NTPC Limited
Power
0.70%2.13%0.70%
Max Healthcare Institute Limited
Healthcare Services
0.68%1.06%0.68%
Hindalco Industries Limited
Non - Ferrous Metals
1.66%0.65%0.65%
Shriram Finance Limited
Finance
1.36%0.56%0.56%
PERSISTENT SYSTEMS LTD
IT - Software
0.52%1.31%0.52%

Unique to IB11-Groww ELSS Tax Saver

  • Axis Bank Limited2.60%

Unique to PGIM INDIA LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
18.9% (4)
Automobiles
5.8% (4)
Petroleum Products
5.5% (1)
Construction
3.4% (1)
IT - Software
3.3% (3)
Telecom - Services
3.2% (1)
Finance
2.2% (2)
Consumer Durables
1.3% (1)
Retailing
1.1% (1)
Ferrous Metals
1.1% (1)
Agricultural, Commercial & Construction Vehicles
1.1% (1)
Insurance
1.0% (1)
Cement & Cement Products
1.0% (1)
Pharmaceuticals & Biotechnology
0.9% (1)
Realty
0.8% (1)
Financial Technology (Fintech)
0.8% (1)
Diversified FMCG
0.8% (1)
Power
0.7% (1)
Healthcare Services
0.7% (1)
Non - Ferrous Metals
0.7% (1)

More comparisons for IB11-Groww ELSS Tax Saver

More comparisons for PGIM INDIA LARGE CAP

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