IB11-Groww ELSS Tax Saver Fund vs SBI BSE 100 ETF

Groww vs SBI· Portfolio Overlap Analysis

64.0%High Overlap
42 common stocksRank #4085 / 5,000

Investor takeaway: These funds overlap 64.0%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (42)

StockWt% in IB11-Groww ELSS Tax SaverWt% in SBI BSE 100 ETFOverlap
HDFC Bank Limited
Banks
8.05%9.52%8.05%
ICICI Bank Limited
Banks
5.75%6.95%5.75%
Reliance Industries Limited
Petroleum Products
5.46%6.65%5.46%
State Bank of India
Banks
3.53%3.52%3.52%
Larsen & Toubro Limited
Construction
3.35%3.53%3.35%
Bharti Airtel Limited
Telecom - Services
3.23%3.70%3.23%
Axis Bank Limited
Banks
2.60%2.79%2.60%
Infosys Limited
IT - Software
2.49%3.27%2.49%
Kotak Mahindra Bank Limited
Banks
2.23%2.15%2.15%
Mahindra & Mahindra Limited
Automobiles
2.35%2.14%2.14%
Bajaj Finance Limited
Finance
1.67%1.84%1.67%
ITC Limited
Diversified FMCG
1.54%2.13%1.54%
Maruti Suzuki India Limited
Automobiles
1.77%1.38%1.38%
Hindustan Unilever Limited
Diversified FMCG
1.29%1.47%1.29%
Titan Company Limited
Consumer Durables
1.27%1.25%1.25%
Tata Steel Limited
Ferrous Metals
1.56%1.23%1.23%
Eternal Limited
Retailing
1.15%1.21%1.15%
Tata Consultancy Services Limited
IT - Software
1.08%1.88%1.08%
Shriram Finance Limited
Finance
1.36%1.06%1.06%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.04%1.29%1.04%
UltraTech Cement Limited
Cement & Cement Products
1.00%1.05%1.00%
Hindalco Industries Limited
Non - Ferrous Metals
1.66%0.94%0.94%
Vedanta Limited
Diversified Metals
1.33%0.85%0.85%
JSW Steel Limited
Ferrous Metals
1.09%0.83%0.83%
Eicher Motors Limited
Automobiles
1.00%0.78%0.78%
InterGlobe Aviation Limited
Transport Services
1.50%0.76%0.76%
Grasim Industries Limited
Cement & Cement Products
1.14%0.75%0.75%
NTPC Limited
Power
0.70%1.28%0.70%
TVS Motor Company Limited
Automobiles
1.36%0.64%0.64%
Max Healthcare Institute Limited
Healthcare Services
0.68%0.57%0.57%
Tata Motors Passenger Vehicles Limited
Automobiles
0.63%0.57%0.57%
The Federal Bank Limited
Banks
2.11%0.52%0.52%
HCL Technologies Limited
IT - Software
0.50%1.04%0.50%
The Indian Hotels Company Limited
Leisure Services
1.06%0.41%0.41%
Lupin Limited
Pharmaceuticals & Biotechnology
1.12%0.39%0.39%
AU Small Finance Bank Limited
Banks
1.34%0.38%0.38%
Suzlon Energy Limited
Electrical Equipment
0.86%0.36%0.36%
PERSISTENT SYSTEMS LTD
IT - Software
0.52%0.36%0.36%
PB Fintech Limited
Financial Technology (Fintech)
0.82%0.35%0.35%
ICICI Lombard General Insurance Company
Insurance
1.03%0.32%0.32%
Info Edge (India) Limited
Retailing
0.86%0.28%0.28%
SRF Limited
Chemicals & Petrochemicals
0.80%0.26%0.26%

Unique to IB11-Groww ELSS Tax Saver

All top holdings are shared with the other fund.

Unique to SBI BSE 100 ETF

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
23.0% (7)
Automobiles
5.5% (5)
Petroleum Products
5.5% (1)
IT - Software
4.4% (4)
Construction
3.4% (1)
Telecom - Services
3.2% (1)
Diversified FMCG
2.8% (2)
Finance
2.7% (2)
Ferrous Metals
2.1% (2)
Cement & Cement Products
1.8% (2)
Retailing
1.4% (2)
Pharmaceuticals & Biotechnology
1.4% (2)
Consumer Durables
1.3% (1)
Non - Ferrous Metals
0.9% (1)
Diversified Metals
0.8% (1)
Transport Services
0.8% (1)
Power
0.7% (1)
Healthcare Services
0.6% (1)
Leisure Services
0.4% (1)
Electrical Equipment
0.4% (1)
Financial Technology (Fintech)
0.3% (1)
Insurance
0.3% (1)
Chemicals & Petrochemicals
0.3% (1)

More comparisons for IB11-Groww ELSS Tax Saver

More comparisons for SBI BSE 100 ETF

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