IB11-Groww ELSS Tax Saver Fund vs Shriram Flexi Cap Fund
Groww vs Shriram· Portfolio Overlap Analysis
48.5%High Overlap
26 common stocksRank #11696 / 20,000
Investor takeaway: At 48.5% 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 (26)
| Stock | Wt% in IB11-Groww ELSS Tax Saver | Wt% in Shriram Flexi Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.05% | 7.33% | 7.33% |
ICICI Bank Limited Banks | 5.75% | 4.98% | 4.98% |
State Bank of India Banks | 3.53% | 4.78% | 3.53% |
Bharti Airtel Limited Telecom - Services | 3.23% | 3.85% | 3.23% |
Reliance Industries Limited Petroleum Products | 5.46% | 3.19% | 3.19% |
Larsen & Toubro Limited Construction | 3.35% | 2.64% | 2.64% |
Axis Bank Limited Banks | 2.60% | 3.15% | 2.60% |
Infosys Limited IT - Software | 2.49% | 2.81% | 2.49% |
Mahindra & Mahindra Limited Automobiles | 2.35% | 2.96% | 2.35% |
ITC Limited Diversified FMCG | 1.54% | 1.99% | 1.54% |
InterGlobe Aviation Limited Transport Services | 1.50% | 2.13% | 1.50% |
Tata Steel Limited Ferrous Metals | 1.56% | 1.39% | 1.39% |
TVS Motor Company Limited Automobiles | 1.36% | 1.57% | 1.36% |
Cholamandalam Financial Holdings Limited Finance | 1.26% | 1.33% | 1.26% |
Tata Consultancy Services Limited IT - Software | 1.08% | 1.80% | 1.08% |
Eicher Motors Limited Automobiles | 1.00% | 1.60% | 1.00% |
National Aluminium Company Limited Non - Ferrous Metals | 0.99% | 1.49% | 0.99% |
Eternal Limited Retailing | 1.15% | 0.98% | 0.98% |
Maruti Suzuki India Limited Automobiles | 1.77% | 0.97% | 0.97% |
SWIGGY LIMITED Retailing | 1.02% | 0.71% | 0.71% |
NTPC Limited Power | 0.70% | 2.60% | 0.70% |
Bank of Maharashtra Banks | 1.13% | 0.65% | 0.65% |
Hindustan Petroleum Corporation Limited Petroleum Products | 0.58% | 1.51% | 0.58% |
Navin Fluorine International Limited Chemicals & Petrochemicals | 0.78% | 0.52% | 0.52% |
HCL Technologies Limited IT - Software | 0.50% | 0.92% | 0.50% |
PERSISTENT SYSTEMS LTD IT - Software | 0.52% | 0.46% | 0.46% |
Unique to IB11-Groww ELSS Tax Saver
- Kotak Mahindra Bank Limited2.23%
Unique to Shriram Flexi Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.1% (5)
Automobiles5.7% (4)
IT - Software4.5% (4)
Petroleum Products3.8% (2)
Telecom - Services3.2% (1)
Construction2.6% (1)
Retailing1.7% (2)
Diversified FMCG1.5% (1)
Transport Services1.5% (1)
Ferrous Metals1.4% (1)
Finance1.3% (1)
Non - Ferrous Metals1.0% (1)
Power0.7% (1)
Chemicals & Petrochemicals0.5% (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 Shriram Flexi Cap
- vs Shriram ELSS Tax Saver96.1% · 70 stocks
- vs Shriram Balanced Advantage54.4% · 43 stocks
- vs Kotak Large Cap53.9% · 25 stocks
- vs Shriram Aggressive Hybrid53.6% · 47 stocks
- vs EDELWEISS LARGE CAP53.4% · 31 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.