Parag Parikh Large Cap Fund vs PGIM INDIA ELSS TAX SAVER FUND
PPFAS vs PGIM· Portfolio Overlap Analysis
49.3%High Overlap
28 common stocksRank #10820 / 20,000
Investor takeaway: At 49.3% 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 (28)
| Stock | Wt% in Parag Parikh Large Cap | Wt% in PGIM INDIA ELSS TAX SAVER | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 9.77% | 8.22% | 8.22% |
ICICI Bank Limited Banks | 7.17% | 6.82% | 6.82% |
Reliance Industries Limited Petroleum Products | 6.82% | 4.91% | 4.91% |
Bharti Airtel Limited Telecom - Services | 3.79% | 3.84% | 3.79% |
Larsen & Toubro Limited Construction | 3.64% | 3.40% | 3.40% |
State Bank of India Banks | 3.61% | 2.38% | 2.38% |
Kotak Mahindra Bank Limited Banks | 2.25% | 2.40% | 2.25% |
Bajaj Finance Limited Finance | 1.92% | 2.87% | 1.92% |
Infosys Limited IT - Software | 3.30% | 1.69% | 1.69% |
Tata Consultancy Services Limited IT - Software | 1.95% | 1.58% | 1.58% |
Titan Company Limited Consumer Durables | 1.29% | 1.51% | 1.29% |
Eternal Limited Retailing | 1.28% | 1.79% | 1.28% |
Bharat Electronics Limited Aerospace & Defense | 1.15% | 1.19% | 1.15% |
UltraTech Cement Limited Cement & Cement Products | 1.09% | 2.48% | 1.09% |
Mahindra & Mahindra Limited Automobiles | 2.20% | 0.98% | 0.98% |
Eicher Motors Limited Automobiles | 0.80% | 1.17% | 0.80% |
ITC Limited Diversified FMCG | 2.19% | 0.70% | 0.70% |
SBI Life Insurance Company Limited Insurance | 0.66% | 1.21% | 0.66% |
TVS Motor Company Limited Automobiles | 0.66% | 1.12% | 0.66% |
Max Healthcare Institute Limited Healthcare Services | 0.59% | 1.76% | 0.59% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.54% | 0.53% | 0.53% |
Cholamandalam Investment and Finance Company Ltd Finance | 0.53% | 1.64% | 0.53% |
Varun Beverages Limited Beverages | 0.45% | 1.94% | 0.45% |
Power Finance Corporation Limited Finance | 0.44% | 0.54% | 0.44% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.36% | 1.10% | 0.36% |
ICICI Lombard General Insurance Company Limited Insurance | 0.33% | 2.59% | 0.33% |
United Spirits Limited Beverages | 0.30% | 0.63% | 0.30% |
Solar Industries India Limited Chemicals & Petrochemicals | 0.24% | 1.39% | 0.24% |
Unique to Parag Parikh Large Cap
- Axis Bank Limited2.91%
Unique to PGIM INDIA ELSS TAX SAVER
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.7% (4)
Petroleum Products5.4% (2)
Telecom - Services3.8% (1)
Construction3.4% (1)
IT - Software3.3% (2)
Finance2.9% (3)
Automobiles2.4% (3)
Consumer Durables1.3% (1)
Retailing1.3% (1)
Aerospace & Defense1.1% (1)
Cement & Cement Products1.1% (1)
Insurance1.0% (2)
Beverages0.8% (2)
Diversified FMCG0.7% (1)
Healthcare Services0.6% (1)
Electrical Equipment0.4% (1)
Chemicals & Petrochemicals0.2% (1)
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
More comparisons for PGIM INDIA ELSS TAX SAVER
- vs PGIM INDIA FLEXI CAP64.7% · 47 stocks
- vs PGIM INDIA LARGE CAP62.0% · 32 stocks
- vs PGIM INDIA MULTI CAP60.5% · 56 stocks
- vs PGIM INDIA RETIREMENT59.6% · 52 stocks
- vs CANARA ROBECO LARGE CAP58.0% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.