HDFC NIFTY 100 ETF vs IB11-Groww ELSS Tax Saver Fund

HDFC vs Groww· Portfolio Overlap Analysis

61.8%High Overlap
35 common stocksRank #4812 / 5,000

Investor takeaway: These funds overlap 61.8%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (35)

StockWt% in HDFC NIFTY 100 ETFWt% in IB11-Groww ELSS Tax SaverOverlap
HDFC Bank Ltd.
Banks
9.84%8.05%8.05%
ICICI Bank Ltd.
Banks
7.14%5.75%5.75%
Reliance Industries Ltd.
Petroleum Products
6.82%5.46%5.46%
State Bank of India
Banks
3.61%3.53%3.53%
Larsen and Toubro Ltd.
Construction
3.64%3.35%3.35%
Bharti Airtel Ltd.
Telecom - Services
3.79%3.23%3.23%
Axis Bank Ltd.
Banks
2.87%2.60%2.60%
Infosys Limited
IT - Software
3.30%2.49%2.49%
Kotak Mahindra Bank Limited
Banks
2.21%2.23%2.21%
Mahindra & Mahindra Ltd.
Automobiles
2.20%2.35%2.20%
Bajaj Finance Ltd.
Finance
1.92%1.67%1.67%
ITC LIMITED
Diversified FMCG
2.19%1.54%1.54%
Maruti Suzuki India Limited
Automobiles
1.41%1.77%1.41%
Hindustan Unilever Ltd.
Diversified FMCG
1.50%1.29%1.29%
Titan Company Ltd.
Consumer Durables
1.29%1.27%1.27%
Tata Steel Ltd.
Ferrous Metals
1.27%1.56%1.27%
Eternal Limited
Retailing
1.28%1.15%1.15%
Shriram Finance Ltd.
Finance
1.10%1.36%1.10%
Tata Consultancy Services Ltd.
IT - Software
1.95%1.08%1.08%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.33%1.04%1.04%
UltraTech Cement Limited
Cement & Cement Products
1.09%1.00%1.00%
Hindalco Industries Ltd.
Non - Ferrous Metals
0.97%1.66%0.97%
Vedanta Ltd.
Diversified Metals
0.88%1.33%0.88%
JSW Steel Ltd.
Ferrous Metals
0.86%1.09%0.86%
Eicher Motors Ltd.
Automobiles
0.80%1.00%0.80%
InterGlobe Aviation Ltd.
Transport Services
0.79%1.50%0.79%
Grasim Industries Ltd.
Cement & Cement Products
0.77%1.14%0.77%
NTPC Limited
Power
1.31%0.70%0.70%
TVS Motor Company Ltd.
Automobiles
0.66%1.36%0.66%
Max Healthcare Institute Limited
Healthcare Services
0.59%0.68%0.59%
Tata Motors Passenger Vehicles Limited
Automobiles
0.58%0.63%0.58%
HCL Technologies Ltd.
IT - Software
1.06%0.50%0.50%
Indian Hotels Company Ltd.
Leisure Services
0.42%1.06%0.42%
ICICI Lombard General Insurance Co
Insurance
0.33%1.03%0.33%
INFO EDGE (INDIA) LIMITED
Retailing
0.29%0.86%0.29%

Unique to HDFC NIFTY 100 ETF

All top holdings are shared with the other fund.

Unique to IB11-Groww ELSS Tax Saver

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
22.1% (5)
Automobiles
5.7% (5)
Petroleum Products
5.5% (1)
IT - Software
4.1% (3)
Construction
3.4% (1)
Telecom - Services
3.2% (1)
Diversified FMCG
2.8% (2)
Finance
2.8% (2)
Ferrous Metals
2.1% (2)
Cement & Cement Products
1.8% (2)
Retailing
1.4% (2)
Consumer Durables
1.3% (1)
Pharmaceuticals & Biotechnology
1.0% (1)
Non - Ferrous Metals
1.0% (1)
Diversified Metals
0.9% (1)
Transport Services
0.8% (1)
Power
0.7% (1)
Healthcare Services
0.6% (1)
Leisure Services
0.4% (1)
Insurance
0.3% (1)

More comparisons for HDFC NIFTY 100 ETF

More comparisons for IB11-Groww ELSS Tax Saver

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