EDELWEISS FINANCIAL SERVICES FUND vs Mirae Asset Banking and Financial Services Fund
Edelweiss vs Mirae· Portfolio Overlap Analysis
63.2%High Overlap
16 common stocksRank #4280 / 5,000
Investor takeaway: These funds overlap 63.2%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (16)
| Stock | Wt% in EDELWEISS FINANCIAL SERVICES | Wt% in Mirae Asset Banking and Financ | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 11.25% | 16.50% | 11.25% |
State Bank of India Banks | 11.20% | 10.43% | 10.43% |
ICICI Bank Ltd. Banks | 10.29% | 13.75% | 10.29% |
Axis Bank Ltd. Banks | 8.90% | 8.38% | 8.38% |
Kotak Mahindra Bank Ltd. Banks | 6.64% | 3.96% | 3.96% |
SBI Life Insurance Company Ltd. Insurance | 5.27% | 3.37% | 3.37% |
Bajaj Finance Ltd. Finance | 2.85% | 3.36% | 2.85% |
Karur Vysya Bank Ltd. Banks | 2.47% | 2.86% | 2.47% |
Shriram Finance Ltd. Finance | 5.98% | 2.23% | 2.23% |
The Federal Bank Ltd. Banks | 1.99% | 2.80% | 1.99% |
L&T Finance Ltd. Finance | 1.87% | 2.47% | 1.87% |
Power Finance Corporation Ltd. Finance | 1.93% | 1.28% | 1.28% |
Home First Finance Company India Ltd. Finance | 1.37% | 1.07% | 1.07% |
Bank of Baroda Banks | 1.06% | 1.21% | 1.06% |
Multi Commodity Exchange Of India Ltd. Capital Markets | 0.51% | 1.50% | 0.51% |
PB Fintech Ltd. Financial Technology (Fintech) | 0.98% | 0.23% | 0.23% |
Unique to EDELWEISS FINANCIAL SERVICES
- BSE Ltd.4.92%
- Max Financial Services Ltd.4.82%
- Cholamandalam Investment & Finance Company Ltd.3.04%
Unique to Mirae Asset Banking and Financ
- Aditya Birla Capital Ltd.2.57%
Sector Overlap Breakdown
Banks49.8% (8)
Finance9.3% (5)
Insurance3.4% (1)
Capital Markets0.5% (1)
Financial Technology (Fintech)0.2% (1)
More comparisons for EDELWEISS FINANCIAL SERVICES
- vs TATA NIFTY FINANCIAL SERVICES 68.1% · 13 stocks
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- vs Kotak Banking and Financial Se65.8% · 17 stocks
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More comparisons for Mirae Asset Banking and Financ
- vs HDFC Banking & Financial Servi66.1% · 15 stocks
- vs TATA NIFTY FINANCIAL SERVICES 63.2% · 10 stocks
- vs Mirae Asset Nifty Financial Se63.2% · 10 stocks
- vs Kotak Banking and Financial Se63.0% · 15 stocks
- vs TATA BANKING & FINANCIAL SERVI62.8% · 13 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.