Axis Aggressive Hybrid Fund vs Axis Multicap Fund

Axis vs Axis· Portfolio Overlap Analysis

44.5%High Overlap

57 common stocksRank #16969 / 20,000

Investor takeaway: At 44.5% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (57)

Stock	Wt% in Axis Aggressive Hybrid	Wt% in Axis Multicap	Overlap
HDFC Bank Limited Banks	5.43%	4.94%	4.94%
ICICI Bank Limited Banks	4.85%	4.04%	4.04%
State Bank of India Banks	3.67%	2.76%	2.76%
Reliance Industries Limited Petroleum Products	5.19%	2.24%	2.24%
Bharti Airtel Limited Telecom - Services	2.75%	1.91%	1.91%
Mahindra & Mahindra Limited Automobiles	2.25%	1.75%	1.75%
Larsen & Toubro Limited Construction	3.18%	1.72%	1.72%
Infosys Limited IT - Software	3.31%	1.32%	1.32%
Bajaj Finance Limited Finance	2.00%	1.20%	1.20%
NTPC Limited Power	1.71%	1.10%	1.10%
Kotak Mahindra Bank Limited Banks	1.40%	1.05%	1.05%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.30%	0.89%	0.89%
Sansera Engineering Limited Auto Components	0.82%	1.24%	0.82%
Mankind Pharma Limited Pharmaceuticals & Biotechnology	0.79%	0.83%	0.79%
Shriram Finance Limited Finance	0.78%	2.25%	0.78%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.75%	0.83%	0.75%
JB Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology	0.73%	0.74%	0.73%
GE Vernova T&D India Limited Electrical Equipment	0.72%	1.49%	0.72%
Premier Energies Limited Electrical Equipment	0.68%	0.92%	0.68%
Eternal Limited Retailing	0.65%	1.13%	0.65%
Doms Industries Limited Household Products	1.05%	0.64%	0.64%
Britannia Industries Limited Food Products	0.80%	0.64%	0.64%
CG Power and Industrial Solutions Limited Electrical Equipment	0.65%	0.63%	0.63%
HDFC Life Insurance Company Limited Insurance	0.94%	0.61%	0.61%
Bharat Electronics Limited Aerospace & Defense	0.61%	1.23%	0.61%
PG Electroplast Limited Consumer Durables	0.58%	0.65%	0.58%
Titan Company Limited Consumer Durables	0.88%	0.56%	0.56%
PNB Housing Finance Limited Finance	0.92%	0.55%	0.55%
The Phoenix Mills Limited Realty	0.68%	0.52%	0.52%
Apollo Hospitals Enterprise Limited Healthcare Services	1.12%	0.51%	0.51%
Jyoti CNC Automation Ltd Industrial Manufacturing	0.51%	0.90%	0.51%
Pidilite Industries Limited Chemicals & Petrochemicals	0.51%	0.54%	0.51%
Sona BLW Precision Forgings Limited Auto Components	0.50%	1.14%	0.50%
Krishna Institute Of Medical Sciences Limited Healthcare Services	1.04%	0.47%	0.47%
Cholamandalam Investment and Finance Company Ltd Finance	0.47%	0.63%	0.47%
Varun Beverages Limited Beverages	0.68%	0.46%	0.46%
Hindustan Aeronautics Limited Aerospace & Defense	0.53%	0.42%	0.42%
Hindustan Unilever Limited Diversified FMCG	0.39%	0.41%	0.39%
Samvardhana Motherson International Limited Auto Components	0.87%	0.38%	0.38%
Brigade Enterprises Limited Realty	0.37%	0.33%	0.33%
Awfis Space Solutions Limited Commercial Services & Supplies	0.38%	0.32%	0.32%
Arvind Fashions Limited Retailing	0.48%	0.28%	0.28%
InterGlobe Aviation Limited Transport Services	0.64%	0.27%	0.27%
Avenue Supermarts Limited Retailing	0.31%	0.27%	0.27%
Voltamp Transformers Limited Electrical Equipment	0.26%	0.56%	0.26%
Tech Mahindra Limited IT - Software	0.57%	0.25%	0.25%
Jubilant Foodworks Limited Leisure Services	0.25%	0.39%	0.25%
Mphasis Limited IT - Software	0.23%	0.63%	0.23%
Hyundai Motor India Ltd Automobiles	0.21%	0.75%	0.21%
Hindalco Industries Limited Non - Ferrous Metals	0.21%	0.61%	0.21%
Vijaya Diagnostic Centre Limited Healthcare Services	0.20%	0.32%	0.20%
Anant Raj Limited Realty	0.17%	0.21%	0.17%
Schaeffler India Limited Auto Components	0.17%	0.53%	0.17%
IndusInd Bank Limited Banks	0.10%	1.05%	0.10%
Coforge Limited IT - Software	0.09%	0.52%	0.09%
Dixon Technologies (India) Limited Consumer Durables	0.48%	0.07%	0.07%
Supreme Industries Limited Industrial Products	0.00%	0.76%	0.00%

Unique to Axis Aggressive Hybrid

All top holdings are shared with the other fund.

Unique to Axis Multicap

Fortis Healthcare Limited2.11%
Minda Corporation Limited1.70%

Sector Overlap Breakdown

Banks

12.9% (5)

Pharmaceuticals & Biotechnology

3.2% (4)

Finance

3.0% (4)

Electrical Equipment

2.3% (4)

Petroleum Products

2.2% (1)

Automobiles

2.0% (2)

Telecom - Services

1.9% (1)

IT - Software

1.9% (4)

Auto Components

1.9% (4)

Construction

1.7% (1)

Consumer Durables

1.2% (3)

Retailing

1.2% (3)

Healthcare Services

1.2% (3)

Power

1.1% (1)

Aerospace & Defense

1.0% (2)

Realty

1.0% (3)

Household Products

0.6% (1)

Food Products

0.6% (1)

Insurance

0.6% (1)

Industrial Manufacturing

0.5% (1)

Chemicals & Petrochemicals

0.5% (1)

Beverages

0.5% (1)

Diversified FMCG

0.4% (1)

Commercial Services & Supplies

0.3% (1)

Transport Services

0.3% (1)

Leisure Services

0.3% (1)

Non - Ferrous Metals

0.2% (1)

Industrial Products

0.0% (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 Multicap

vs Axis Large & Mid Cap66.2% · 75 stocks
vs Axis Value64.1% · 71 stocks
vs Axis ELSS Tax Saver50.2% · 57 stocks
vs Axis Retirement Fund - Dynamic49.2% · 59 stocks
vs EDELWEISS MULTI CAP48.9% · 61 stocks

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