Axis Aggressive Hybrid Fund vs Axis Large Cap Fund

Axis vs Axis· Portfolio Overlap Analysis

50.0%High Overlap

37 common stocksRank #10236 / 20,000

Investor takeaway: At 50.0% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (37)

Stock	Wt% in Axis Aggressive Hybrid	Wt% in Axis Large Cap	Overlap
HDFC Bank Limited Banks	5.43%	8.30%	5.43%
Reliance Industries Limited Petroleum Products	5.19%	6.06%	5.19%
ICICI Bank Limited Banks	4.85%	8.73%	4.85%
State Bank of India Banks	3.67%	4.22%	3.67%
Infosys Limited IT - Software	3.31%	4.04%	3.31%
Larsen & Toubro Limited Construction	3.18%	5.24%	3.18%
Bharti Airtel Limited Telecom - Services	2.75%	4.41%	2.75%
Mahindra & Mahindra Limited Automobiles	2.25%	3.57%	2.25%
Bajaj Finance Limited Finance	2.00%	3.91%	2.00%
Kotak Mahindra Bank Limited Banks	1.40%	3.61%	1.40%
NTPC Limited Power	1.71%	1.19%	1.19%
Apollo Hospitals Enterprise Limited Healthcare Services	1.12%	2.51%	1.12%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.30%	1.07%	1.07%
Titan Company Limited Consumer Durables	0.88%	1.94%	0.88%
Samvardhana Motherson International Limited Auto Components	0.87%	1.08%	0.87%
Tata Consultancy Services Limited IT - Software	0.82%	0.83%	0.82%
Shriram Finance Limited Finance	0.78%	1.69%	0.78%
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles	0.76%	1.40%	0.76%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.75%	1.38%	0.75%
CG Power and Industrial Solutions Limited Electrical Equipment	0.65%	1.18%	0.65%
Eternal Limited Retailing	0.65%	1.96%	0.65%
InterGlobe Aviation Limited Transport Services	0.64%	1.77%	0.64%
Bharat Electronics Limited Aerospace & Defense	0.61%	1.64%	0.61%
Tech Mahindra Limited IT - Software	0.57%	0.95%	0.57%
HDFC Life Insurance Company Limited Insurance	0.94%	0.56%	0.56%
Pidilite Industries Limited Chemicals & Petrochemicals	0.51%	1.56%	0.51%
Britannia Industries Limited Food Products	0.80%	0.50%	0.50%
Cholamandalam Investment and Finance Company Ltd Finance	0.47%	1.13%	0.47%
Varun Beverages Limited Beverages	0.68%	0.40%	0.40%
Hindustan Unilever Limited Diversified FMCG	0.39%	0.44%	0.39%
SBI Life Insurance Company Limited Insurance	0.67%	0.32%	0.32%
Avenue Supermarts Limited Retailing	0.31%	0.45%	0.31%
Dixon Technologies (India) Limited Consumer Durables	0.48%	0.30%	0.30%
Tata Power Company Limited Power	0.66%	0.27%	0.27%
Hyundai Motor India Ltd Automobiles	0.21%	0.55%	0.21%
Axis Bank Limited Banks	0.18%	0.80%	0.18%
Hindustan Aeronautics Limited Aerospace & Defense	0.53%	0.16%	0.16%

Unique to Axis Aggressive Hybrid

All top holdings are shared with the other fund.

Unique to Axis Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

15.5% (5)

Petroleum Products

5.2% (1)

IT - Software

4.7% (3)

Finance

3.3% (3)

Construction

3.2% (1)

Telecom - Services

2.8% (1)

Automobiles

2.5% (2)

Pharmaceuticals & Biotechnology

1.8% (2)

Power

1.5% (2)

Consumer Durables

1.2% (2)

Healthcare Services

1.1% (1)

Retailing

1.0% (2)

Insurance

0.9% (2)

Auto Components

0.9% (1)

Aerospace & Defense

0.8% (2)

Agricultural, Commercial & Construction Vehicles

0.8% (1)

Electrical Equipment

0.7% (1)

Transport Services

0.6% (1)

Chemicals & Petrochemicals

0.5% (1)

Food Products

0.5% (1)

Beverages

0.4% (1)

Diversified FMCG

0.4% (1)

More comparisons for Axis Aggressive Hybrid

vs Axis Children’s66.2% · 80 stocks
vs Axis Retirement Fund - Dynamic64.7% · 72 stocks
vs Axis Retirement Fund - Aggress63.7% · 69 stocks
vs Axis Balanced Advantage56.7% · 68 stocks
vs Axis Nifty 100 Index51.2% · 49 stocks

More comparisons for Axis Large Cap

vs CANARA ROBECO LARGE CAP73.0% · 39 stocks
vs PGIM INDIA LARGE CAP65.5% · 35 stocks
vs HDFC NIFTY 50 ETF65.1% · 29 stocks
vs HDFC Nifty 50 Index65.1% · 29 stocks
vs ICICI Prudential Nifty 50 ETF65.1% · 29 stocks

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