Axis Balanced Advantage Fund vs Axis Children’s Fund

Axis vs Axis· Portfolio Overlap Analysis

55.6%High Overlap
69 common stocksRank #6662 / 20,000

Investor takeaway: At 55.6% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (69)

StockWt% in Axis Balanced AdvantageWt% in Axis Children’sOverlap
Reliance Industries Limited
Petroleum Products
5.09%5.03%5.03%
HDFC Bank Limited
Banks
5.75%4.99%4.99%
ICICI Bank Limited
Banks
5.06%4.77%4.77%
State Bank of India
Banks
4.33%3.53%3.53%
Infosys Limited
IT - Software
3.03%3.19%3.03%
Larsen & Toubro Limited
Construction
2.97%3.05%2.97%
Mahindra & Mahindra Limited
Automobiles
2.73%2.24%2.24%
Bharti Airtel Limited
Telecom - Services
1.80%2.19%1.80%
NTPC Limited
Power
1.73%1.69%1.69%
Bajaj Finance Limited
Finance
1.67%1.94%1.67%
Kotak Mahindra Bank Limited
Banks
1.32%1.33%1.32%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.49%1.18%1.18%
Titan Company Limited
Consumer Durables
0.93%0.86%0.86%
Samvardhana Motherson International Limited
Auto Components
0.95%0.85%0.85%
Tata Consultancy Services Limited
IT - Software
1.37%0.80%0.80%
Britannia Industries Limited
Food Products
0.95%0.79%0.79%
Shriram Finance Limited
Finance
0.98%0.78%0.78%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.19%0.70%0.70%
Doms Industries Limited
Household Products
0.67%0.88%0.67%
HDFC Life Insurance Company Limited
Insurance
0.67%0.93%0.67%
SBI Life Insurance Company Limited
Insurance
1.02%0.66%0.66%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.64%0.75%0.64%
InterGlobe Aviation Limited
Transport Services
0.78%0.63%0.63%
Tata Power Company Limited
Power
0.71%0.63%0.63%
Varun Beverages Limited
Beverages
0.60%0.65%0.60%
The Phoenix Mills Limited
Realty
0.60%0.65%0.60%
Indus Infra Trust
Transport Infrastructure
0.82%0.59%0.59%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
0.57%1.30%0.57%
Cholamandalam Investment and Finance Company Ltd (CCD)
Finance
0.56%0.98%0.56%
Tech Mahindra Limited
IT - Software
0.55%0.58%0.55%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.55%0.63%0.55%
Hindustan Aeronautics Limited
Aerospace & Defense
0.52%0.51%0.51%
Vijaya Diagnostic Centre Limited
Healthcare Services
0.50%0.55%0.50%
Tata Steel Limited
Ferrous Metals
0.67%0.49%0.49%
Pidilite Industries Limited
Chemicals & Petrochemicals
0.84%0.48%0.48%
Sona BLW Precision Forgings Limited
Auto Components
0.48%0.44%0.44%
Premier Energies Limited
Electrical Equipment
0.41%0.55%0.41%
Bharat Petroleum Corporation Limited
Petroleum Products
0.44%0.39%0.39%
PNB Housing Finance Limited
Finance
0.37%0.86%0.37%
PG Electroplast Limited
Consumer Durables
0.36%0.56%0.36%
Bharat Electronics Limited
Aerospace & Defense
0.36%0.63%0.36%
Hindustan Unilever Limited
Diversified FMCG
0.78%0.35%0.35%
ITC Limited
Diversified FMCG
0.88%0.31%0.31%
Eternal Limited
Retailing
0.30%0.66%0.30%
Cipla Limited
Pharmaceuticals & Biotechnology
0.29%0.42%0.29%
Jyoti CNC Automation Ltd
Industrial Manufacturing
0.29%0.49%0.29%
PI Industries Limited
Fertilizers & Agrochemicals
0.28%0.57%0.28%
REC Limited
Finance
0.27%0.35%0.27%
Dixon Technologies (India) Limited
Consumer Durables
0.25%0.45%0.25%
Jubilant Foodworks Limited
Leisure Services
0.24%0.24%0.24%
Hindalco Industries Limited
Non - Ferrous Metals
0.34%0.20%0.20%
Axis Bank Limited
Banks
0.41%0.18%0.18%
Kaynes Technology India Limited
Industrial Manufacturing
0.18%0.26%0.18%
Avenue Supermarts Limited
Retailing
0.18%0.28%0.18%
Brigade Enterprises Limited
Realty
0.16%0.37%0.16%
HCL Technologies Limited
IT - Software
0.46%0.11%0.11%
Mphasis Limited
IT - Software
0.11%0.24%0.11%
Awfis Space Solutions Limited
Commercial Services & Supplies
0.11%0.36%0.11%
UltraTech Cement Limited
Cement & Cement Products
0.28%0.10%0.10%
Oil & Natural Gas Corporation Limited
Oil
0.15%0.10%0.10%
Coforge Limited
IT - Software
0.29%0.09%0.09%
DLF Limited
Realty
0.18%0.09%0.09%
IndusInd Bank Limited
Banks
0.06%0.10%0.06%
Titagarh Rail Systems Limited
Industrial Manufacturing
0.06%0.05%0.05%
Bank of Baroda
Banks
0.04%0.07%0.04%
Power Grid Corporation of India Limited
Power
0.06%0.02%0.02%
Coal India Limited
Consumable Fuels
0.00%0.05%0.00%
Cholamandalam Investment and Finance Company Ltd
Finance
0.00%0.46%0.00%
Supreme Industries Limited
Industrial Products
0.00%0.00%0.00%

Unique to Axis Balanced Advantage

All top holdings are shared with the other fund.

Unique to Axis Children’s

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
14.9% (7)
Petroleum Products
5.4% (2)
IT - Software
4.7% (6)
Finance
3.6% (6)
Construction
3.0% (1)
Power
2.3% (3)
Automobiles
2.2% (1)
Telecom - Services
1.8% (1)
Healthcare Services
1.7% (2)
Pharmaceuticals & Biotechnology
1.6% (3)
Consumer Durables
1.5% (3)
Insurance
1.3% (2)
Auto Components
1.3% (2)
Electrical Equipment
1.0% (2)
Aerospace & Defense
0.9% (2)
Realty
0.8% (3)
Food Products
0.8% (1)
Household Products
0.7% (1)
Diversified FMCG
0.7% (2)
Agricultural, Commercial & Construction Vehicles
0.6% (1)
Transport Services
0.6% (1)
Beverages
0.6% (1)
Transport Infrastructure
0.6% (1)
Industrial Manufacturing
0.5% (3)
Ferrous Metals
0.5% (1)
Chemicals & Petrochemicals
0.5% (1)
Retailing
0.5% (2)
Fertilizers & Agrochemicals
0.3% (1)
Leisure Services
0.2% (1)
Non - Ferrous Metals
0.2% (1)
Commercial Services & Supplies
0.1% (1)
Cement & Cement Products
0.1% (1)
Oil
0.1% (1)
Consumable Fuels
0.0% (1)
Industrial Products
0.0% (1)

More comparisons for Axis Balanced Advantage

More comparisons for Axis Children’s

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