IB11-Groww ELSS Tax Saver Fund vs SBI Flexicap Fund
Groww vs SBI· Portfolio Overlap Analysis
46.4%High Overlap
24 common stocksRank #14076 / 20,000
Investor takeaway: At 46.4% 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 (24)
| Stock | Wt% in IB11-Groww ELSS Tax Saver | Wt% in SBI Flexicap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 5.75% | 5.89% | 5.75% |
HDFC Bank Limited Banks | 8.05% | 5.70% | 5.70% |
Larsen & Toubro Limited Construction | 3.35% | 4.77% | 3.35% |
Reliance Industries Limited Petroleum Products | 5.46% | 2.93% | 2.93% |
Bharti Airtel Limited Telecom - Services | 3.23% | 2.69% | 2.69% |
Axis Bank Limited Banks | 2.60% | 5.65% | 2.60% |
Infosys Limited IT - Software | 2.49% | 2.23% | 2.23% |
Kotak Mahindra Bank Limited Banks | 2.23% | 3.57% | 2.23% |
Maruti Suzuki India Limited Automobiles | 1.77% | 2.05% | 1.77% |
Tata Steel Limited Ferrous Metals | 1.56% | 3.32% | 1.56% |
Bajaj Finance Limited Finance | 1.67% | 1.55% | 1.55% |
Mahindra & Mahindra Limited Automobiles | 2.35% | 1.53% | 1.53% |
Hindalco Industries Limited Non - Ferrous Metals | 1.66% | 1.42% | 1.42% |
Shriram Finance Limited Finance | 1.36% | 1.37% | 1.36% |
Multi Commodity Exchange of India Ltd. Capital Markets | 1.22% | 1.52% | 1.22% |
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles | 1.43% | 1.20% | 1.20% |
JSW Steel Limited Ferrous Metals | 1.09% | 1.62% | 1.09% |
ICICI Lombard General Insurance Company Insurance | 1.03% | 1.22% | 1.03% |
SWIGGY LIMITED Retailing | 1.02% | 1.14% | 1.02% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.04% | 1.00% | 1.00% |
Max Financial Services Limited Insurance | 1.00% | 2.11% | 1.00% |
Eicher Motors Limited Automobiles | 1.00% | 3.36% | 1.00% |
NTPC Limited Power | 0.70% | 1.77% | 0.70% |
Eternal Limited Retailing | 1.15% | 0.43% | 0.43% |
Unique to IB11-Groww ELSS Tax Saver
- State Bank of India3.53%
Unique to SBI Flexicap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks16.3% (4)
Automobiles4.3% (3)
Construction3.4% (1)
Petroleum Products2.9% (1)
Finance2.9% (2)
Telecom - Services2.7% (1)
Ferrous Metals2.6% (2)
IT - Software2.2% (1)
Insurance2.0% (2)
Retailing1.4% (2)
Non - Ferrous Metals1.4% (1)
Capital Markets1.2% (1)
Agricultural, Commercial & Construction Vehicles1.2% (1)
Pharmaceuticals & Biotechnology1.0% (1)
Power0.7% (1)
More comparisons for IB11-Groww ELSS Tax Saver
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- vs Parag Parikh Large Cap61.9% · 35 stocks
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- vs HDFC NIFTY 100 ETF61.8% · 35 stocks
More comparisons for SBI Flexicap
- vs ADITYA BIRLA SUN LIFE LARGE CA47.4% · 24 stocks
- vs HDFC NIFTY 50 ETF46.8% · 23 stocks
- vs HDFC Nifty 50 Index46.8% · 23 stocks
- vs ICICI Prudential Nifty 50 ETF46.8% · 23 stocks
- vs Mirae Asset Nifty 50 ETF46.8% · 23 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.