EDELWEISS NIFTY NEXT 50 INDEX FUND vs IB48-Groww Nifty Next 50 Index Fund

Edelweiss vs Groww· Portfolio Overlap Analysis

99.5%High Overlap
50 common stocksRank #1525 / 5,000

Investor takeaway: These funds overlap 99.5%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (50)

StockWt% in EDELWEISS NIFTY NEXT 50 INDEXWt% in IB48-Groww Nifty Next 50 IndexOverlap
Vedanta Ltd.
Diversified Metals
5.22%5.23%5.22%
TVS Motor Company Ltd.
Automobiles
3.89%3.90%3.89%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
3.49%3.50%3.49%
Bharat Petroleum Corporation Ltd.
Petroleum Products
3.20%3.21%3.20%
Hindustan Aeronautics Ltd.
Aerospace & Defense
3.18%3.19%3.18%
Cholamandalam Investment & Finance Company Ltd.
Finance
3.14%3.14%3.14%
Britannia Industries Ltd.
Food Products
3.03%3.03%3.03%
Indian Oil Corporation Ltd.
Petroleum Products
3.00%3.01%3.00%
Tata Power Company Ltd.
Power
2.72%2.72%2.72%
VARUN BEVERAGES LIMITED
Beverages
2.65%2.65%2.65%
Power Finance Corporation Ltd.
Finance
2.58%2.59%2.58%
Bank of Baroda
Banks
2.56%2.56%2.56%
Samvardhana Motherson International Ltd.
Auto Components
2.54%2.54%2.54%
The Indian Hotels Company Ltd.
Leisure Services
2.51%2.51%2.51%
Avenue Supermarts Ltd.
Retailing
2.43%2.43%2.43%
Adani Power Ltd.
Power
2.37%2.37%2.37%
Canara Bank
Banks
2.27%2.28%2.27%
CG Power and Industrial Solutions Ltd.
Electrical Equipment
2.13%2.14%2.13%
Godrej Consumer Products Ltd.
Personal Products
2.10%2.10%2.10%
Bajaj Holdings & Investment Ltd.
Finance
2.00%2.01%2.00%
Jindal Steel Ltd.
Ferrous Metals
1.99%2.00%1.99%
Pidilite Industries Ltd.
Chemicals & Petrochemicals
1.99%1.99%1.99%
ICICI Lombard General Insurance Co. Ltd.
Insurance
1.97%1.98%1.97%
GAIL (India) Ltd.
Gas
1.96%1.96%1.96%
Torrent Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
1.94%1.94%1.94%
Punjab National Bank
Banks
1.91%1.92%1.91%
REC Ltd.
Finance
1.87%1.88%1.87%
LTIMindtree Ltd.
IT - Software
1.77%1.77%1.77%
United Spirits Ltd.
Beverages
1.75%1.75%1.75%
Info Edge (India) Ltd.
Retailing
1.71%1.72%1.71%
DLF Ltd.
Realty
1.66%1.66%1.66%
Havells India Ltd.
Consumer Durables
1.51%1.51%1.51%
Adani Energy Solutions Ltd.
Power
1.50%1.51%1.50%
Shree Cement Ltd.
Cement & Cement Products
1.49%1.49%1.49%
Solar Industries India Ltd.
Chemicals & Petrochemicals
1.41%1.40%1.40%
ABB India Ltd.
Electrical Equipment
1.37%1.36%1.36%
Bosch Ltd.
Auto Components
1.35%1.32%1.32%
Hyundai Motor India Ltd.
Automobiles
1.32%1.32%1.32%
Ambuja Cements Ltd.
Cement & Cement Products
1.31%1.31%1.31%
Siemens Ltd.
Electrical Equipment
1.29%1.30%1.29%
Adani Green Energy Ltd.
Power
1.24%1.25%1.24%
Lodha Developers Ltd.
Realty
1.19%1.19%1.19%
JSW Energy Ltd.
Power
1.12%1.12%1.12%
Hindustan Zinc Ltd.
Non - Ferrous Metals
1.12%1.12%1.12%
Siemens Energy India Ltd.
Electrical Equipment
1.11%1.11%1.11%
Zydus Lifesciences Ltd.
Pharmaceuticals & Biotechnology
0.99%0.99%0.99%
Life Insurance Corporation of India
Insurance
0.81%0.81%0.81%
Indian Railway Finance Corporation Ltd.
Finance
0.79%0.79%0.79%
Mazagon Dock Shipbuilders Ltd.
Industrial Manufacturing
0.72%0.73%0.72%
Bajaj Housing Finance Ltd.
Finance
0.35%0.35%0.35%

Unique to EDELWEISS NIFTY NEXT 50 INDEX

All top holdings are shared with the other fund.

Unique to IB48-Groww Nifty Next 50 Index

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Finance
10.7% (6)
Power
8.9% (5)
Banks
6.7% (3)
Pharmaceuticals & Biotechnology
6.4% (3)
Petroleum Products
6.2% (2)
Electrical Equipment
5.9% (4)
Diversified Metals
5.2% (1)
Automobiles
5.2% (2)
Beverages
4.4% (2)
Retailing
4.1% (2)
Auto Components
3.9% (2)
Chemicals & Petrochemicals
3.4% (2)
Aerospace & Defense
3.2% (1)
Food Products
3.0% (1)
Realty
2.9% (2)
Cement & Cement Products
2.8% (2)
Insurance
2.8% (2)
Leisure Services
2.5% (1)
Personal Products
2.1% (1)
Ferrous Metals
2.0% (1)
Gas
2.0% (1)
IT - Software
1.8% (1)
Consumer Durables
1.5% (1)
Non - Ferrous Metals
1.1% (1)
Industrial Manufacturing
0.7% (1)

More comparisons for EDELWEISS NIFTY NEXT 50 INDEX

More comparisons for IB48-Groww Nifty Next 50 Index

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