Axis Aggressive Hybrid Fund vs ET

Axis vs Canara Robeco· Portfolio Overlap Analysis

49.1%High Overlap

38 common stocksRank #11188 / 20,000

Investor takeaway: At 49.1% 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 (38)

Stock	Wt% in Axis Aggressive Hybrid	Wt% in ET	Overlap
HDFC Bank Limited Banks	5.43%	7.19%	5.43%
ICICI Bank Limited Banks	4.85%	6.76%	4.85%
Reliance Industries Limited Petroleum Products	5.19%	3.98%	3.98%
State Bank of India Banks	3.67%	3.78%	3.67%
Infosys Limited IT - Software	3.31%	3.22%	3.22%
Larsen & Toubro Limited Construction	3.18%	3.42%	3.18%
Bharti Airtel Limited Telecom - Services	2.75%	3.12%	2.75%
Bajaj Finance Limited Finance	2.00%	2.64%	2.00%
NTPC Limited Power	1.71%	1.38%	1.38%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.30%	1.82%	1.30%
Mahindra & Mahindra Limited Automobiles	2.25%	1.24%	1.24%
Doms Industries Limited Household Products	1.05%	0.96%	0.96%
PNB Housing Finance Limited Finance	0.92%	0.98%	0.92%
Titan Company Limited Consumer Durables	0.88%	1.14%	0.88%
Samvardhana Motherson International Limited Auto Components	0.87%	1.82%	0.87%
HDFC Life Insurance Company Limited Insurance	0.94%	0.85%	0.85%
Tata Consultancy Services Limited IT - Software	0.82%	0.86%	0.82%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.75%	1.18%	0.75%
JB Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology	0.73%	1.34%	0.73%
GE Vernova T&D India Limited Electrical Equipment	0.72%	2.31%	0.72%
Varun Beverages Limited Beverages	0.68%	1.09%	0.68%
The Phoenix Mills Limited Realty	0.68%	0.90%	0.68%
Tata Power Company Limited Power	0.66%	0.98%	0.66%
CG Power and Industrial Solutions Limited Electrical Equipment	0.65%	1.35%	0.65%
Eternal Limited Retailing	0.65%	1.63%	0.65%
InterGlobe Aviation Limited Transport Services	0.64%	1.44%	0.64%
Bharat Electronics Limited Aerospace & Defense	0.61%	1.02%	0.61%
Tech Mahindra Limited IT - Software	0.57%	0.70%	0.57%
Britannia Industries Limited Food Products	0.80%	0.54%	0.54%
Hindustan Aeronautics Limited Aerospace & Defense	0.53%	0.85%	0.53%
FSN E-Commerce Ventures Limited Retailing	0.52%	0.86%	0.52%
Cholamandalam Investment and Finance Company Ltd Finance	0.47%	0.75%	0.47%
HCL Technologies Limited IT - Software	0.37%	0.84%	0.37%
ITC Limited Diversified FMCG	0.34%	1.11%	0.34%
Jubilant Foodworks Limited Leisure Services	0.25%	0.50%	0.25%
Axis Bank Limited Banks	0.18%	2.76%	0.18%
Schaeffler India Limited Auto Components	0.17%	1.13%	0.17%
Coal India Limited Consumable Fuels	0.05%	1.27%	0.05%

Unique to Axis Aggressive Hybrid

All top holdings are shared with the other fund.

Unique to ET

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

14.1% (4)

IT - Software

5.0% (4)

Petroleum Products

4.0% (1)

Finance

3.4% (3)

Construction

3.2% (1)

Pharmaceuticals & Biotechnology

2.8% (3)

Telecom - Services

2.8% (1)

Power

2.0% (2)

Electrical Equipment

1.4% (2)

Automobiles

1.2% (1)

Retailing

1.2% (2)

Aerospace & Defense

1.1% (2)

Auto Components

1.0% (2)

Household Products

1.0% (1)

Consumer Durables

0.9% (1)

Insurance

0.8% (1)

Beverages

0.7% (1)

Realty

0.7% (1)

Transport Services

0.6% (1)

Food Products

0.5% (1)

Diversified FMCG

0.3% (1)

Leisure Services

0.3% (1)

Consumable Fuels

0.1% (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 ET

vs CANARA ROBECO FLEXICAP73.8% · 52 stocks
vs CANARA ROBECO LARGE CAP65.4% · 41 stocks
vs HDFC NIFTY 100 ETF59.1% · 42 stocks
vs Axis Nifty 100 Index59.1% · 42 stocks
vs ICICI Prudential Nifty 100 ETF59.1% · 42 stocks

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