Axis Balanced Advantage Fund vs EDELWEISS BALANCED ADVANTAGE FUND
Axis vs Edelweiss· Portfolio Overlap Analysis
46.6%High Overlap
56 common stocksRank #13842 / 20,000
Investor takeaway: At 46.6% 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 (56)
| Stock | Wt% in Axis Balanced Advantage | Wt% in EDELWEISS BALANCED ADVANTAGE | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 5.06% | 4.86% | 4.86% |
Reliance Industries Limited Petroleum Products | 5.09% | 4.27% | 4.27% |
HDFC Bank Limited Banks | 5.75% | 3.74% | 3.74% |
Larsen & Toubro Limited Construction | 2.97% | 3.08% | 2.97% |
State Bank of India Banks | 4.33% | 2.85% | 2.85% |
Infosys Limited IT - Software | 3.03% | 2.48% | 2.48% |
Bharti Airtel Limited Telecom - Services | 1.80% | 2.86% | 1.80% |
Bajaj Finance Limited Finance | 1.67% | 1.83% | 1.67% |
Mahindra & Mahindra Limited Automobiles | 2.73% | 1.48% | 1.48% |
Tata Consultancy Services Limited IT - Software | 1.37% | 1.41% | 1.37% |
NTPC Limited Power | 1.73% | 1.10% | 1.10% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.19% | 1.10% | 1.10% |
Titan Company Limited Consumer Durables | 0.93% | 1.05% | 0.93% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.49% | 0.88% | 0.88% |
ITC Limited Diversified FMCG | 0.88% | 1.52% | 0.88% |
TVS Motor Company Limited Automobiles | 0.85% | 2.55% | 0.85% |
Pidilite Industries Limited Chemicals & Petrochemicals | 0.84% | 0.77% | 0.77% |
Hindustan Unilever Limited Diversified FMCG | 0.78% | 0.77% | 0.77% |
Tata Steel Limited Ferrous Metals | 0.67% | 0.78% | 0.67% |
Britannia Industries Limited Food Products | 0.95% | 0.66% | 0.66% |
Kotak Mahindra Bank Limited Banks | 1.32% | 0.62% | 0.62% |
HDFC Life Insurance Company Limited Insurance | 0.67% | 0.56% | 0.56% |
Tech Mahindra Limited IT - Software | 0.55% | 1.16% | 0.55% |
InterGlobe Aviation Limited Transport Services | 0.78% | 0.50% | 0.50% |
SBI Life Insurance Company Limited Insurance | 1.02% | 0.49% | 0.49% |
Samvardhana Motherson International Limited Auto Components | 0.95% | 0.46% | 0.46% |
HCL Technologies Limited IT - Software | 0.46% | 1.23% | 0.46% |
Shriram Finance Limited Finance | 0.98% | 0.45% | 0.45% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.44% | 0.44% | 0.44% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.55% | 0.42% | 0.42% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.44% | 0.41% | 0.41% |
Axis Bank Limited Banks | 0.41% | 1.58% | 0.41% |
Premier Energies Limited Electrical Equipment | 0.41% | 0.69% | 0.41% |
Hindalco Industries Limited Non - Ferrous Metals | 0.34% | 0.96% | 0.34% |
Indian Bank Banks | 0.34% | 0.71% | 0.34% |
Asian Paints Limited Consumer Durables | 0.32% | 0.76% | 0.32% |
United Spirits Limited Beverages | 0.47% | 0.31% | 0.31% |
Eternal Limited Retailing | 0.30% | 0.70% | 0.30% |
Jyoti CNC Automation Ltd Industrial Manufacturing | 0.29% | 0.50% | 0.29% |
Bajaj Auto Limited Automobiles | 0.41% | 0.28% | 0.28% |
UltraTech Cement Limited Cement & Cement Products | 0.28% | 0.88% | 0.28% |
REC Limited Finance | 0.27% | 0.40% | 0.27% |
Dixon Technologies (India) Limited Consumer Durables | 0.25% | 0.26% | 0.25% |
The Phoenix Mills Limited Realty | 0.60% | 0.24% | 0.24% |
Kaynes Technology India Limited Industrial Manufacturing | 0.18% | 0.39% | 0.18% |
Avenue Supermarts Limited Retailing | 0.18% | 0.70% | 0.18% |
Brigade Enterprises Limited Realty | 0.16% | 0.25% | 0.16% |
Oil & Natural Gas Corporation Limited Oil | 0.15% | 0.43% | 0.15% |
Bharat Heavy Electricals Limited Electrical Equipment | 0.12% | 0.40% | 0.12% |
Mphasis Limited IT - Software | 0.11% | 0.48% | 0.11% |
Lupin Limited Pharmaceuticals & Biotechnology | 0.06% | 0.83% | 0.06% |
PI Industries Limited Fertilizers & Agrochemicals | 0.28% | 0.05% | 0.05% |
Bajaj Finserv Limited Finance | 0.05% | 0.59% | 0.05% |
Indus Towers Limited Telecom - Services | 0.03% | 1.10% | 0.03% |
Glenmark Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.00% | 1.05% | 0.00% |
Cholamandalam Investment and Finance Company Ltd Finance | 0.00% | 1.10% | 0.00% |
Unique to Axis Balanced Advantage
All top holdings are shared with the other fund.
Unique to EDELWEISS BALANCED ADVANTAGE
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks12.8% (6)
IT - Software5.0% (5)
Petroleum Products4.7% (2)
Construction3.0% (1)
Automobiles2.6% (3)
Finance2.4% (5)
Telecom - Services1.8% (2)
Diversified FMCG1.6% (2)
Pharmaceuticals & Biotechnology1.6% (4)
Consumer Durables1.5% (3)
Power1.1% (1)
Insurance1.1% (2)
Electrical Equipment0.9% (3)
Healthcare Services0.9% (1)
Chemicals & Petrochemicals0.8% (1)
Ferrous Metals0.7% (1)
Food Products0.7% (1)
Transport Services0.5% (1)
Retailing0.5% (2)
Industrial Manufacturing0.5% (2)
Auto Components0.5% (1)
Realty0.4% (2)
Non - Ferrous Metals0.3% (1)
Beverages0.3% (1)
Cement & Cement Products0.3% (1)
Oil0.1% (1)
Fertilizers & Agrochemicals0.1% (1)
More comparisons for Axis Balanced Advantage
- vs Axis Aggressive Hybrid56.7% · 68 stocks
- vs Axis Retirement Fund - Aggress56.6% · 68 stocks
- vs Axis Retirement Fund - Dynamic56.4% · 67 stocks
- vs Axis Children’s55.6% · 69 stocks
- vs HDFC NIFTY 100 ETF54.5% · 59 stocks
More comparisons for EDELWEISS BALANCED ADVANTAGE
- vs EDELWEISS LARGE CAP58.3% · 55 stocks
- vs IB33-GROWW NIFTY 200 ETF57.5% · 78 stocks
- vs ADITYA BIRLA SUN LIFE MSCI IND56.4% · 73 stocks
- vs Kotak MSCI India ETF56.4% · 73 stocks
- vs DSP MSCI India ETF56.2% · 73 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.