Axis Balanced Advantage Fund vs EDELWEISS FLEXI-CAP FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

45.1%High Overlap
42 common stocksRank #15929 / 20,000

Investor takeaway: At 45.1% 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 (42)

StockWt% in Axis Balanced AdvantageWt% in EDELWEISS FLEXI-CAPOverlap
HDFC Bank Limited
Banks
5.75%6.07%5.75%
ICICI Bank Limited
Banks
5.06%4.84%4.84%
State Bank of India
Banks
4.33%3.48%3.48%
Reliance Industries Limited
Petroleum Products
5.09%3.46%3.46%
Larsen & Toubro Limited
Construction
2.97%3.23%2.97%
Infosys Limited
IT - Software
3.03%2.16%2.16%
Mahindra & Mahindra Limited
Automobiles
2.73%1.84%1.84%
Bharti Airtel Limited
Telecom - Services
1.80%2.20%1.80%
NTPC Limited
Power
1.73%3.40%1.73%
Bajaj Finance Limited
Finance
1.67%1.97%1.67%
Kotak Mahindra Bank Limited
Banks
1.32%1.52%1.32%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.19%1.02%1.02%
Shriram Finance Limited
Finance
0.98%1.75%0.98%
Britannia Industries Limited
Food Products
0.95%1.06%0.95%
Titan Company Limited
Consumer Durables
0.93%1.71%0.93%
TVS Motor Company Limited
Automobiles
0.85%1.07%0.85%
Hindustan Unilever Limited
Diversified FMCG
0.78%0.99%0.78%
Tata Steel Limited
Ferrous Metals
0.67%2.62%0.67%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.64%0.65%0.64%
The Phoenix Mills Limited
Realty
0.60%0.94%0.60%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
0.57%1.49%0.57%
LG Electronics India Ltd
Consumer Durables
0.56%1.04%0.56%
Tech Mahindra Limited
IT - Software
0.55%0.56%0.55%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.55%0.60%0.55%
HCL Technologies Limited
IT - Software
0.46%0.69%0.46%
Axis Bank Limited
Banks
0.41%0.87%0.41%
Bharat Electronics Limited
Aerospace & Defense
0.36%1.15%0.36%
Hindustan Aeronautics Limited
Aerospace & Defense
0.52%0.35%0.35%
Hindalco Industries Limited
Non - Ferrous Metals
0.34%0.91%0.34%
Indian Bank
Banks
0.34%0.99%0.34%
Asian Paints Limited
Consumer Durables
0.32%0.55%0.32%
Eternal Limited
Retailing
0.30%0.77%0.30%
Coforge Limited
IT - Software
0.29%0.69%0.29%
UltraTech Cement Limited
Cement & Cement Products
0.28%2.12%0.28%
Tata Consumer Products Limited
Agricultural Food & other Products
0.27%1.10%0.27%
Eicher Motors Limited
Automobiles
0.26%0.55%0.26%
Max Healthcare Institute Limited
Healthcare Services
0.17%1.02%0.17%
UNO Minda Limited
Auto Components
0.13%0.70%0.13%
Dixon Technologies (India) Limited
Consumer Durables
0.25%0.08%0.08%
Lupin Limited
Pharmaceuticals & Biotechnology
0.06%0.61%0.06%
Cholamandalam Investment and Finance Company Ltd
Finance
0.00%0.74%0.00%
Cummins India Limited
Industrial Products
0.00%0.34%0.00%

Unique to Axis Balanced Advantage

All top holdings are shared with the other fund.

Unique to EDELWEISS FLEXI-CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
16.1% (6)
Petroleum Products
3.5% (1)
IT - Software
3.5% (4)
Construction
3.0% (1)
Automobiles
3.0% (3)
Finance
2.6% (3)
Consumer Durables
1.9% (4)
Telecom - Services
1.8% (1)
Power
1.7% (1)
Pharmaceuticals & Biotechnology
1.6% (3)
Food Products
0.9% (1)
Diversified FMCG
0.8% (1)
Aerospace & Defense
0.7% (2)
Ferrous Metals
0.7% (1)
Agricultural, Commercial & Construction Vehicles
0.6% (1)
Realty
0.6% (1)
Electrical Equipment
0.6% (1)
Non - Ferrous Metals
0.3% (1)
Retailing
0.3% (1)
Cement & Cement Products
0.3% (1)
Agricultural Food & other Products
0.3% (1)
Healthcare Services
0.2% (1)
Auto Components
0.1% (1)
Industrial Products
0.0% (1)

More comparisons for Axis Balanced Advantage

More comparisons for EDELWEISS FLEXI-CAP

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