Axis Aggressive Hybrid Fund vs Axis ELSS Tax Saver Fund

Axis vs Axis· Portfolio Overlap Analysis

48.8%High Overlap
44 common stocksRank #11396 / 20,000

Investor takeaway: At 48.8% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (44)

StockWt% in Axis Aggressive HybridWt% in Axis ELSS Tax SaverOverlap
HDFC Bank Limited
Banks
5.43%6.54%5.43%
ICICI Bank Limited
Banks
4.85%7.31%4.85%
Infosys Limited
IT - Software
3.31%3.38%3.31%
State Bank of India
Banks
3.67%2.99%2.99%
Larsen & Toubro Limited
Construction
3.18%2.97%2.97%
Reliance Industries Limited
Petroleum Products
5.19%2.82%2.82%
Bharti Airtel Limited
Telecom - Services
2.75%3.71%2.75%
Mahindra & Mahindra Limited
Automobiles
2.25%2.61%2.25%
Bajaj Finance Limited
Finance
2.00%3.34%2.00%
Kotak Mahindra Bank Limited
Banks
1.40%1.92%1.40%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.30%2.21%1.30%
HDFC Life Insurance Company Limited
Insurance
0.94%1.22%0.94%
Titan Company Limited
Consumer Durables
0.88%1.34%0.88%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.12%0.87%0.87%
Tata Consultancy Services Limited
IT - Software
0.82%1.67%0.82%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
0.79%0.94%0.79%
Shriram Finance Limited
Finance
0.78%1.60%0.78%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.76%0.91%0.76%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.75%1.23%0.75%
GE Vernova T&D India Limited
Electrical Equipment
0.72%0.83%0.72%
Varun Beverages Limited
Beverages
0.68%0.73%0.68%
JB Chemicals & Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.73%0.67%0.67%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.65%1.67%0.65%
Eternal Limited
Retailing
0.65%2.15%0.65%
InterGlobe Aviation Limited
Transport Services
0.64%1.16%0.64%
PI Industries Limited
Fertilizers & Agrochemicals
0.57%1.62%0.57%
Pidilite Industries Limited
Chemicals & Petrochemicals
0.51%2.25%0.51%
Sona BLW Precision Forgings Limited
Auto Components
0.50%1.03%0.50%
Tata Steel Limited
Ferrous Metals
0.49%1.04%0.49%
Cholamandalam Investment and Finance Company Ltd
Finance
0.47%1.96%0.47%
Hindustan Unilever Limited
Diversified FMCG
0.39%1.02%0.39%
Samvardhana Motherson International Limited
Auto Components
0.87%0.37%0.37%
Premier Energies Limited
Electrical Equipment
0.68%0.36%0.36%
The Phoenix Mills Limited
Realty
0.68%0.33%0.33%
Jyoti CNC Automation Ltd
Industrial Manufacturing
0.51%0.32%0.32%
Avenue Supermarts Limited
Retailing
0.31%0.46%0.31%
Tech Mahindra Limited
IT - Software
0.57%0.27%0.27%
Dixon Technologies (India) Limited
Consumer Durables
0.48%0.26%0.26%
ITC Limited
Diversified FMCG
0.34%0.24%0.24%
Hyundai Motor India Ltd
Automobiles
0.21%0.99%0.21%
Axis Bank Limited
Banks
0.18%1.65%0.18%
Schaeffler India Limited
Auto Components
0.17%0.61%0.17%
Nestle India Limited
Food Products
0.07%0.75%0.07%
Bajaj Finserv Limited
Finance
0.07%0.44%0.07%

Unique to Axis Aggressive Hybrid

  • NTPC Limited1.71%

Unique to Axis ELSS Tax Saver

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
14.8% (5)
IT - Software
4.4% (3)
Pharmaceuticals & Biotechnology
3.5% (4)
Finance
3.3% (4)
Construction
3.0% (1)
Petroleum Products
2.8% (1)
Telecom - Services
2.8% (1)
Automobiles
2.5% (2)
Electrical Equipment
1.7% (3)
Consumer Durables
1.1% (2)
Auto Components
1.0% (3)
Retailing
1.0% (2)
Insurance
0.9% (1)
Healthcare Services
0.9% (1)
Agricultural, Commercial & Construction Vehicles
0.8% (1)
Beverages
0.7% (1)
Transport Services
0.6% (1)
Diversified FMCG
0.6% (2)
Fertilizers & Agrochemicals
0.6% (1)
Chemicals & Petrochemicals
0.5% (1)
Ferrous Metals
0.5% (1)
Realty
0.3% (1)
Industrial Manufacturing
0.3% (1)
Food Products
0.1% (1)

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