IB49-Groww Multi Asset Allocation Fund vs Parag Parikh Large Cap Fund

Groww vs PPFAS· Portfolio Overlap Analysis

44.7%High Overlap

38 common stocksRank #16690 / 20,000

Investor takeaway: At 44.7% 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 (38)

Stock	Wt% in IB49-Groww Multi Asset Allocat	Wt% in Parag Parikh Large Cap	Overlap
HDFC Bank Limited Banks	5.99%	9.77%	5.99%
Reliance Industries Limited Petroleum Products	4.18%	6.82%	4.18%
ICICI Bank Limited Banks	3.34%	7.17%	3.34%
Mahindra & Mahindra Limited Automobiles	3.13%	2.20%	2.20%
State Bank of India Banks	2.07%	3.61%	2.07%
Larsen & Toubro Limited Construction	1.90%	3.64%	1.90%
Bharti Airtel Limited Telecom - Services	1.79%	3.79%	1.79%
Bajaj Finance Limited Finance	1.78%	1.92%	1.78%
Infosys Limited IT - Software	1.50%	3.30%	1.50%
Axis Bank Limited Banks	1.48%	2.91%	1.48%
Kotak Mahindra Bank Limited Banks	1.32%	2.25%	1.32%
Titan Company Limited Consumer Durables	1.60%	1.29%	1.29%
ITC Limited Diversified FMCG	1.17%	2.19%	1.17%
Tata Steel Limited Ferrous Metals	0.97%	1.27%	0.97%
Maruti Suzuki India Limited Automobiles	0.90%	1.41%	0.90%
Hindalco Industries Limited Non - Ferrous Metals	0.90%	0.97%	0.90%
Vedanta Limited Diversified Metals	0.82%	0.88%	0.82%
InterGlobe Aviation Limited Transport Services	0.79%	0.79%	0.79%
Shriram Finance Limited Finance	0.79%	1.10%	0.79%
Hindustan Unilever Limited Diversified FMCG	0.72%	1.50%	0.72%
Eicher Motors Limited Automobiles	0.71%	0.80%	0.71%
TVS Motor Company Limited Automobiles	0.85%	0.66%	0.66%
Grasim Industries Limited Cement & Cement Products	0.64%	0.78%	0.64%
JSW Steel Limited Ferrous Metals	0.63%	0.86%	0.63%
Tata Consultancy Services Limited IT - Software	0.61%	1.95%	0.61%
Eternal Limited Retailing	0.60%	1.28%	0.60%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.59%	1.33%	0.59%
UltraTech Cement Limited Cement & Cement Products	0.58%	1.09%	0.58%
Max Healthcare Institute Limited Healthcare Services	0.55%	0.59%	0.55%
NTPC Limited Power	0.52%	1.31%	0.52%
HCL Technologies Limited IT - Software	0.50%	1.06%	0.50%
The Indian Hotels Company Limited Leisure Services	0.58%	0.42%	0.42%
Tata Motors Passenger Vehicles Limited Automobiles	0.38%	0.58%	0.38%
ICICI Lombard General Insurance Company Insurance	0.54%	0.33%	0.33%
Info Edge (India) Limited Retailing	0.48%	0.29%	0.29%
DLF Limited Realty	0.47%	0.28%	0.28%
Dr. Reddy's Laboratories Limited Pharmaceuticals & Biotechnology	0.27%	0.57%	0.27%
Lodha Developers Limited Realty	0.63%	0.20%	0.20%

Unique to IB49-Groww Multi Asset Allocat

All top holdings are shared with the other fund.

Unique to Parag Parikh Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

14.2% (5)

Automobiles

4.8% (5)

Petroleum Products

4.2% (1)

IT - Software

2.6% (3)

Finance

2.6% (2)

Construction

1.9% (1)

Diversified FMCG

1.9% (2)

Telecom - Services

1.8% (1)

Ferrous Metals

1.6% (2)

Consumer Durables

1.3% (1)

Cement & Cement Products

1.2% (2)

Non - Ferrous Metals

0.9% (1)

Retailing

0.9% (2)

Pharmaceuticals & Biotechnology

0.9% (2)

Diversified Metals

0.8% (1)

Transport Services

0.8% (1)

Healthcare Services

0.6% (1)

Power

0.5% (1)

Realty

0.5% (2)

Leisure Services

0.4% (1)

Insurance

0.3% (1)

More comparisons for IB49-Groww Multi Asset Allocat

vs IB11-Groww ELSS Tax Saver60.8% · 61 stocks
vs ADITYA BIRLA SUN LIFE MSCI IND48.1% · 54 stocks
vs Kotak MSCI India ETF48.1% · 54 stocks
vs DSP MSCI India ETF48.0% · 54 stocks
vs IB33-GROWW NIFTY 200 ETF48.0% · 57 stocks

More comparisons for Parag Parikh Large Cap

vs HDFC NIFTY 100 ETF99.8% · 100 stocks
vs ICICI Prudential Nifty 100 ETF99.8% · 100 stocks
vs Axis Nifty 100 Index99.7% · 100 stocks
vs Nippon India ETF Nifty 10099.7% · 100 stocks
vs HDFC NIFTY 100 Index99.7% · 100 stocks

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