Edelweiss Equity Savings Fund - Direct Plan - Growth Option vs HSBC Equity Savings Fund - Direct Growth — portfolio overlap
24.83% of these two portfolios is the same. A modest shared core. The two portfolios are largely distinct, so holding both does broaden your exposure.
Portfolio overlap
24.83%
Stocks held by both
56
Only in Edelweiss Mutual Fund's fund
101
Only in HSBC Mutual Fund's fund
56
Overlap is weighted: for every stock both funds hold, we take the smaller of the two weights and add them up. So two funds each holding 5% of the same stock overlap by 5 points, not 10. Cash and equivalents (repo, TREPS, receivables) are excluded — nearly every fund holds them, and shared cash is not shared conviction.
Stocks both funds hold— top 25 of 56, by shared weight
| Stock | Sector | In Edelweiss Mutual Fund's | In HSBC Mutual Fund's | Shared |
|---|---|---|---|---|
| HDFC Bank Ltd | Financial | 5.05% | 5.05% | 5.05% |
| ICICI Bank Ltd | Financial | 3.41% | 4.23% | 3.41% |
| Axis Bank Ltd | Financial | 1.57% | 3.25% | 1.57% |
| Steel Authority Of India Ltd | Materials | 4.70% | 1.36% | 1.36% |
| Bharti Airtel Ltd | Technology | 3.19% | 1.34% | 1.34% |
| Kotak Mahindra Bank Ltd | Financial | 0.86% | 1.68% | 0.86% |
| Reliance Industries Ltd | Energy & Utilities | 2.85% | 0.74% | 0.74% |
| Grasim Industries Ltd | Materials | 0.69% | 0.74% | 0.69% |
| Divi's Laboratories Ltd | Healthcare | 0.68% | 1.13% | 0.68% |
| State Bank of India | Financial | 0.67% | 3.63% | 0.67% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 0.67% | 2.12% | 0.67% |
| Bajaj Finance Ltd | Financial | 0.64% | 1.65% | 0.64% |
| Shadowfax Technologies Ltd. | Industrials | 0.61% | 0.70% | 0.61% |
| Ambuja Cements Ltd | Materials | 0.69% | 0.59% | 0.59% |
| Sun Pharmaceutical Industries Ltd | Healthcare | 0.41% | 1.94% | 0.41% |
| JSW Steel Ltd | Materials | 0.38% | 0.72% | 0.38% |
| The Federal Bank Ltd | Financial | 0.35% | 3.02% | 0.35% |
| Indus Towers Ltd | Technology | 0.40% | 0.34% | 0.34% |
| Adani Ports and Special Economic Zone Ltd | Industrials | 0.96% | 0.33% | 0.33% |
| Larsen & Toubro Ltd | Industrials | 0.36% | 0.32% | 0.32% |
| Tata Motors Ltd | Consumer Discretionary | 0.28% | 0.78% | 0.28% |
| Bandhan Bank Ltd | Financial | 0.26% | 0.74% | 0.26% |
| GE T&D India Ltd | Industrials | 0.26% | 1.70% | 0.26% |
| Bharat Heavy Electricals Ltd | Industrials | 0.25% | 0.47% | 0.25% |
| Bharat Electronics Ltd | Industrials | 0.24% | 0.66% | 0.24% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 161 and 114 holdings respectively — not live positions.