Axis Aggressive Hybrid Fund vs EDELWEISS LARGE CAP FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

48.7%High Overlap
39 common stocksRank #11481 / 20,000

Investor takeaway: At 48.7% 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 (39)

StockWt% in Axis Aggressive HybridWt% in EDELWEISS LARGE CAPOverlap
HDFC Bank Limited
Banks
5.43%7.59%5.43%
Reliance Industries Limited
Petroleum Products
5.19%5.51%5.19%
ICICI Bank Limited
Banks
4.85%6.63%4.85%
State Bank of India
Banks
3.67%3.98%3.67%
Larsen & Toubro Limited
Construction
3.18%4.35%3.18%
Infosys Limited
IT - Software
3.31%2.78%2.78%
Bharti Airtel Limited
Telecom - Services
2.75%3.61%2.75%
Mahindra & Mahindra Limited
Automobiles
2.25%3.22%2.25%
Bajaj Finance Limited
Finance
2.00%3.30%2.00%
NTPC Limited
Power
1.71%2.23%1.71%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.12%1.81%1.12%
HDFC Life Insurance Company Limited
Insurance
0.94%1.45%0.94%
Titan Company Limited
Consumer Durables
0.88%2.09%0.88%
Tata Consultancy Services Limited
IT - Software
0.82%1.11%0.82%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.75%1.18%0.75%
JB Chemicals & Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.73%0.76%0.73%
GE Vernova T&D India Limited
Electrical Equipment
0.72%1.20%0.72%
Britannia Industries Limited
Food Products
0.80%0.68%0.68%
SBI Life Insurance Company Limited
Insurance
0.67%0.76%0.67%
Eternal Limited
Retailing
0.65%0.71%0.65%
InterGlobe Aviation Limited
Transport Services
0.64%0.83%0.64%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.76%0.63%0.63%
Samvardhana Motherson International Limited
Auto Components
0.87%0.62%0.62%
Tech Mahindra Limited
IT - Software
0.57%1.04%0.57%
Pidilite Industries Limited
Chemicals & Petrochemicals
0.51%1.03%0.51%
Kotak Mahindra Bank Limited
Banks
1.40%0.49%0.49%
Tata Steel Limited
Ferrous Metals
0.49%0.57%0.49%
Cholamandalam Investment and Finance Company Ltd
Finance
0.47%0.47%0.47%
Hindustan Unilever Limited
Diversified FMCG
0.39%0.90%0.39%
HCL Technologies Limited
IT - Software
0.37%0.42%0.37%
ITC Limited
Diversified FMCG
0.34%2.12%0.34%
Avenue Supermarts Limited
Retailing
0.31%0.47%0.31%
Mphasis Limited
IT - Software
0.23%0.63%0.23%
Hindalco Industries Limited
Non - Ferrous Metals
0.21%0.75%0.21%
Axis Bank Limited
Banks
0.18%2.53%0.18%
Schaeffler India Limited
Auto Components
0.17%1.03%0.17%
Bank of Baroda
Banks
0.16%1.29%0.16%
Nestle India Limited
Food Products
0.07%0.72%0.07%
Oil & Natural Gas Corporation Limited
Oil
0.07%0.65%0.07%

Unique to Axis Aggressive Hybrid

All top holdings are shared with the other fund.

Unique to EDELWEISS LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
14.8% (6)
Petroleum Products
5.2% (1)
IT - Software
4.8% (5)
Construction
3.2% (1)
Telecom - Services
2.8% (1)
Finance
2.5% (2)
Automobiles
2.3% (1)
Power
1.7% (1)
Insurance
1.6% (2)
Pharmaceuticals & Biotechnology
1.5% (2)
Healthcare Services
1.1% (1)
Retailing
1.0% (2)
Consumer Durables
0.9% (1)
Auto Components
0.8% (2)
Food Products
0.8% (2)
Diversified FMCG
0.7% (2)
Electrical Equipment
0.7% (1)
Transport Services
0.6% (1)
Agricultural, Commercial & Construction Vehicles
0.6% (1)
Chemicals & Petrochemicals
0.5% (1)
Ferrous Metals
0.5% (1)
Non - Ferrous Metals
0.2% (1)
Oil
0.1% (1)

More comparisons for Axis Aggressive Hybrid

More comparisons for EDELWEISS LARGE CAP

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