Axis Balanced Advantage Fund vs Axis Large Cap Fund

Axis vs Axis· Portfolio Overlap Analysis

51.9%High Overlap
43 common stocksRank #8313 / 20,000

Investor takeaway: At 51.9% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (43)

StockWt% in Axis Balanced AdvantageWt% in Axis Large CapOverlap
HDFC Bank Limited
Banks
5.75%8.30%5.75%
Reliance Industries Limited
Petroleum Products
5.09%6.06%5.09%
ICICI Bank Limited
Banks
5.06%8.73%5.06%
State Bank of India
Banks
4.33%4.22%4.22%
Infosys Limited
IT - Software
3.03%4.04%3.03%
Larsen & Toubro Limited
Construction
2.97%5.24%2.97%
Mahindra & Mahindra Limited
Automobiles
2.73%3.57%2.73%
Bharti Airtel Limited
Telecom - Services
1.80%4.41%1.80%
Bajaj Finance Limited
Finance
1.67%3.91%1.67%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.49%2.51%1.49%
Kotak Mahindra Bank Limited
Banks
1.32%3.61%1.32%
NTPC Limited
Power
1.73%1.19%1.19%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.19%1.38%1.19%
Shriram Finance Limited
Finance
0.98%1.69%0.98%
Samvardhana Motherson International Limited
Auto Components
0.95%1.08%0.95%
Titan Company Limited
Consumer Durables
0.93%1.94%0.93%
TVS Motor Company Limited
Automobiles
0.85%0.99%0.85%
Pidilite Industries Limited
Chemicals & Petrochemicals
0.84%1.56%0.84%
Tata Consultancy Services Limited
IT - Software
1.37%0.83%0.83%
InterGlobe Aviation Limited
Transport Services
0.78%1.77%0.78%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.64%1.40%0.64%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
0.57%1.07%0.57%
HDFC Life Insurance Company Limited
Insurance
0.67%0.56%0.56%
Tech Mahindra Limited
IT - Software
0.55%0.95%0.55%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.55%1.18%0.55%
Britannia Industries Limited
Food Products
0.95%0.50%0.50%
LG Electronics India Ltd
Consumer Durables
0.56%0.50%0.50%
Hindustan Unilever Limited
Diversified FMCG
0.78%0.44%0.44%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.44%1.29%0.44%
Axis Bank Limited
Banks
0.41%0.80%0.41%
Varun Beverages Limited
Beverages
0.60%0.40%0.40%
Bharat Electronics Limited
Aerospace & Defense
0.36%1.64%0.36%
SBI Life Insurance Company Limited
Insurance
1.02%0.32%0.32%
Eternal Limited
Retailing
0.30%1.96%0.30%
UltraTech Cement Limited
Cement & Cement Products
0.28%2.73%0.28%
Tata Power Company Limited
Power
0.71%0.27%0.27%
Tata Consumer Products Limited
Agricultural Food & other Products
0.27%0.82%0.27%
Eicher Motors Limited
Automobiles
0.26%0.55%0.26%
Dixon Technologies (India) Limited
Consumer Durables
0.25%0.30%0.25%
Avenue Supermarts Limited
Retailing
0.18%0.45%0.18%
Hindustan Aeronautics Limited
Aerospace & Defense
0.52%0.16%0.16%
Cholamandalam Investment and Finance Company Ltd
Finance
0.00%1.13%0.00%
Cummins India Limited
Industrial Products
0.00%0.60%0.00%

Unique to Axis Balanced Advantage

All top holdings are shared with the other fund.

Unique to Axis Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
16.8% (5)
Petroleum Products
5.1% (1)
IT - Software
4.4% (3)
Automobiles
3.8% (3)
Construction
3.0% (1)
Finance
2.6% (3)
Pharmaceuticals & Biotechnology
2.2% (3)
Telecom - Services
1.8% (1)
Consumer Durables
1.7% (3)
Healthcare Services
1.5% (1)
Power
1.5% (2)
Auto Components
0.9% (1)
Insurance
0.9% (2)
Chemicals & Petrochemicals
0.8% (1)
Transport Services
0.8% (1)
Agricultural, Commercial & Construction Vehicles
0.6% (1)
Electrical Equipment
0.6% (1)
Aerospace & Defense
0.5% (2)
Food Products
0.5% (1)
Retailing
0.5% (2)
Diversified FMCG
0.4% (1)
Beverages
0.4% (1)
Cement & Cement Products
0.3% (1)
Agricultural Food & other Products
0.3% (1)
Industrial Products
0.0% (1)

More comparisons for Axis Balanced Advantage

More comparisons for Axis Large Cap

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