IB11-Groww ELSS Tax Saver Fund vs TATA LARGE CAP FUND
Groww vs Tata· Portfolio Overlap Analysis
47.7%High Overlap
18 common stocksRank #12517 / 20,000
Investor takeaway: At 47.7% 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 (18)
| Stock | Wt% in IB11-Groww ELSS Tax Saver | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.05% | 8.20% | 8.05% |
ICICI Bank Limited Banks | 5.75% | 9.12% | 5.75% |
Reliance Industries Limited Petroleum Products | 5.46% | 5.26% | 5.26% |
State Bank of India Banks | 3.53% | 3.54% | 3.53% |
Larsen & Toubro Limited Construction | 3.35% | 3.58% | 3.35% |
Axis Bank Limited Banks | 2.60% | 4.08% | 2.60% |
Infosys Limited IT - Software | 2.49% | 3.54% | 2.49% |
Mahindra & Mahindra Limited Automobiles | 2.35% | 2.89% | 2.35% |
Kotak Mahindra Bank Limited Banks | 2.23% | 3.72% | 2.23% |
Bharti Airtel Limited Telecom - Services | 3.23% | 2.19% | 2.19% |
Bajaj Finance Limited Finance | 1.67% | 3.04% | 1.67% |
Tata Steel Limited Ferrous Metals | 1.56% | 2.56% | 1.56% |
InterGlobe Aviation Limited Transport Services | 1.50% | 1.56% | 1.50% |
Hindustan Unilever Limited Diversified FMCG | 1.29% | 2.64% | 1.29% |
JSW Steel Limited Ferrous Metals | 1.09% | 2.41% | 1.09% |
Tata Consultancy Services Limited IT - Software | 1.08% | 2.86% | 1.08% |
Hindalco Industries Limited Non - Ferrous Metals | 1.66% | 1.00% | 1.00% |
NTPC Limited Power | 0.70% | 1.79% | 0.70% |
Unique to IB11-Groww ELSS Tax Saver
All top holdings are shared with the other fund.
Unique to TATA LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks22.2% (5)
Petroleum Products5.3% (1)
IT - Software3.6% (2)
Construction3.4% (1)
Ferrous Metals2.6% (2)
Automobiles2.4% (1)
Telecom - Services2.2% (1)
Finance1.7% (1)
Transport Services1.5% (1)
Diversified FMCG1.3% (1)
Non - Ferrous Metals1.0% (1)
Power0.7% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.