Axis Aggressive Hybrid Fund vs CANARA ROBECO LARGE CAP FUND

Axis vs Canara Robeco· Portfolio Overlap Analysis

51.0%High Overlap
37 common stocksRank #9083 / 20,000

Investor takeaway: At 51.0% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (37)

StockWt% in Axis Aggressive HybridWt% in CANARA ROBECO LARGE CAPOverlap
HDFC Bank Limited
Banks
5.43%8.87%5.43%
Reliance Industries Limited
Petroleum Products
5.19%5.22%5.19%
ICICI Bank Limited
Banks
4.85%8.14%4.85%
State Bank of India
Banks
3.67%4.59%3.67%
Infosys Limited
IT - Software
3.31%3.60%3.31%
Larsen & Toubro Limited
Construction
3.18%4.33%3.18%
Bharti Airtel Limited
Telecom - Services
2.75%4.25%2.75%
Mahindra & Mahindra Limited
Automobiles
2.25%3.32%2.25%
Bajaj Finance Limited
Finance
2.00%2.93%2.00%
NTPC Limited
Power
1.71%1.50%1.50%
Kotak Mahindra Bank Limited
Banks
1.40%2.27%1.40%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.30%1.30%1.30%
Titan Company Limited
Consumer Durables
0.88%1.64%0.88%
Tata Consultancy Services Limited
IT - Software
0.82%1.30%0.82%
Samvardhana Motherson International Limited
Auto Components
0.87%0.80%0.80%
Britannia Industries Limited
Food Products
0.80%0.80%0.80%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
0.79%0.90%0.79%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.75%1.50%0.75%
Varun Beverages Limited
Beverages
0.68%1.33%0.68%
SBI Life Insurance Company Limited
Insurance
0.67%1.65%0.67%
Tata Power Company Limited
Power
0.66%0.85%0.66%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.65%1.26%0.65%
Eternal Limited
Retailing
0.65%1.81%0.65%
InterGlobe Aviation Limited
Transport Services
0.64%1.24%0.64%
Bharat Electronics Limited
Aerospace & Defense
0.61%1.61%0.61%
PI Industries Limited
Fertilizers & Agrochemicals
0.57%0.75%0.57%
Tech Mahindra Limited
IT - Software
0.57%1.29%0.57%
Hindustan Aeronautics Limited
Aerospace & Defense
0.53%0.91%0.53%
Tata Steel Limited
Ferrous Metals
0.49%1.24%0.49%
Cholamandalam Investment and Finance Company Ltd
Finance
0.47%1.12%0.47%
Shriram Finance Limited
Finance
0.78%0.46%0.46%
Hindustan Unilever Limited
Diversified FMCG
0.39%0.85%0.39%
HCL Technologies Limited
IT - Software
0.37%0.40%0.37%
ITC Limited
Diversified FMCG
0.34%1.38%0.34%
Hindalco Industries Limited
Non - Ferrous Metals
0.21%0.22%0.21%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.76%0.19%0.19%
Axis Bank Limited
Banks
0.18%3.21%0.18%

Unique to Axis Aggressive Hybrid

All top holdings are shared with the other fund.

Unique to CANARA ROBECO 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
5.1% (4)
Construction
3.2% (1)
Finance
2.9% (3)
Pharmaceuticals & Biotechnology
2.8% (3)
Telecom - Services
2.8% (1)
Automobiles
2.3% (1)
Power
2.2% (2)
Aerospace & Defense
1.1% (2)
Consumer Durables
0.9% (1)
Auto Components
0.8% (1)
Food Products
0.8% (1)
Diversified FMCG
0.7% (2)
Beverages
0.7% (1)
Insurance
0.7% (1)
Electrical Equipment
0.7% (1)
Retailing
0.7% (1)
Transport Services
0.6% (1)
Fertilizers & Agrochemicals
0.6% (1)
Ferrous Metals
0.5% (1)
Non - Ferrous Metals
0.2% (1)
Agricultural, Commercial & Construction Vehicles
0.2% (1)

More comparisons for Axis Aggressive Hybrid

More comparisons for CANARA ROBECO LARGE CAP

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