IB29-Groww Multicap Fund vs IB60-Groww Small Cap Fund
Groww vs Groww· Portfolio Overlap Analysis
27.4%Moderate Overlap
21 common stocks0
Investor takeaway: These funds share moderate overlap at 27.4%. Some duplication is normal, but you should still check whether the common sectors match the role you want each fund to play.
Common Holdings (21)
| Stock | Wt% in IB29-Groww Multicap | Wt% in IB60-Groww Small Cap | Overlap |
|---|---|---|---|
TD Power Systems Limited Electrical Equipment | 4.65% | 4.11% | 4.11% |
APAR INDUSTRIES LTD Electrical Equipment | 3.52% | 4.68% | 3.52% |
FINE ORGANIC INDUSTRIES LIMITED Chemicals & Petrochemicals | 1.95% | 2.04% | 1.95% |
Navin Fluorine International Limited Chemicals & Petrochemicals | 2.73% | 1.81% | 1.81% |
Yatharth Hospital & Trauma Care Serv Ltd Healthcare Services | 1.65% | 2.40% | 1.65% |
VENUS PIPES & TUBES LTD Industrial Products | 1.45% | 2.04% | 1.45% |
Prudent Corporate Advisory Services Ltd Capital Markets | 1.33% | 2.09% | 1.33% |
Home First Finance Company India Limited Finance | 1.31% | 2.24% | 1.31% |
Shriram Pistons & Rings Limited Auto Components | 1.21% | 1.49% | 1.21% |
Data Patterns (India) Limited Aerospace & Defense | 1.21% | 1.61% | 1.21% |
GE Vernova T&D India Limited Electrical Equipment | 1.09% | 2.00% | 1.09% |
Krishna Institute of Medical Science Ltd Healthcare Services | 1.03% | 2.58% | 1.03% |
Steel Strips Wheels Ltd Auto Components | 0.94% | 0.92% | 0.92% |
Sandhar Technologies Limited Auto Components | 0.88% | 1.29% | 0.88% |
PNGS Reva Diamond Jewellery Limited CONSUMER DURABLES | 0.88% | 0.92% | 0.88% |
SAGILITY INDIA LIMITED IT - Services | 1.31% | 0.86% | 0.86% |
SBFC Finance Limited Finance | 0.90% | 0.71% | 0.71% |
Manappuram Finance Limited Finance | 1.36% | 0.67% | 0.67% |
Unimech Aerospace & Manufacturing ltd Aerospace & Defense | 0.43% | 0.78% | 0.43% |
Star Health and Allied Insurance Co Ltd Insurance | 1.80% | 0.21% | 0.21% |
APL Apollo Tubes Limited Industrial Products | 1.47% | 0.14% | 0.14% |
Unique to IB29-Groww Multicap
- Larsen & Toubro Limited4.36%
- HDFC Bank Limited2.75%
- Multi Commodity Exchange of India Ltd.2.75%
- Bank of Maharashtra2.50%
- BSE Ltd2.34%
- Schaeffler India Ltd2.32%
- Cummins India Limited2.17%
Unique to IB60-Groww Small Cap
- Bharat Forge Limited2.26%
Sector Overlap Breakdown
Electrical Equipment8.7% (3)
Chemicals & Petrochemicals3.8% (2)
Auto Components3.0% (3)
Finance2.7% (3)
Healthcare Services2.7% (2)
Aerospace & Defense1.6% (2)
Industrial Products1.6% (2)
Capital Markets1.3% (1)
CONSUMER DURABLES0.9% (1)
IT - Services0.9% (1)
Insurance0.2% (1)
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.