How much do IB01-Groww Large Cap Fund and IB13-Groww Value Fund overlap?

They share 15 common holdings, a weighted portfolio overlap of about 43.31% (moderate overlap — a meaningful shared core), as on Oct 2025. Information only, not investment advice.

What does 43.31% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

IB01-Groww Large Cap Fund vs IB13-Groww Value Fund

Groww MF · Large CapGroww MF · Value· as on Oct 2025

Weighted portfolio overlap

43.31%

Moderate overlap

Common

Only IB01-Groww

Only IB13-Groww

15 of 66 unique stocks in common · Jaccard: 22.7%

Common holdings

Stock	in IB01-Groww	in IB13-Groww
HDFC BankBanks	9.16%	7.02%
ICICI BankBanks	8.83%	5.53%
Bharti AirtelTelecom - Services	4.88%	5.02%
State Bank of IndiaBanks	5.02%	4.48%
Larsen & ToubroConstruction	7.11%	4.24%
Reliance IndustriesPetroleum Products	6.96%	4.21%
SBI Life Insurance CompanyInsurance	2.92%	4.11%
Axis BankBanks	2.48%	2.89%
Tata SteelFerrous Metals	2.56%	2.02%
Ambuja CementsCement & Cement Products	1.37%	1.84%
Maruti Suzuki IndiaAutomobiles	3.91%	1.33%
NTPCPower	0.95%	1.21%
Bajaj Holdings & InvestmentFinance	0.77%	3.85%
Indiqube SpacesCommercial Services & Supplies	0.68%	1.64%
Emcure PharmaceuticalsPharmaceuticals & Biotechnology	0.42%	1.35%

FAQ

How much do IB01-Groww Large Cap Fund and IB13-Groww Value Fund overlap?: They share 15 common holdings, a weighted portfolio overlap of about 43.31% (moderate overlap — a meaningful shared core), as on Oct 2025. Information only, not investment advice.
What does 43.31% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

Weighted overlap = Σ min(weight in fund A, weight in fund B) across shared stocks, from each fund's latest public monthly portfolio (as on Oct 2025). Equity holdings only, ISIN-verified. Not investment advice.