Axis Balanced Advantage Fund vs LIC MF LARGE CAP FUND

Axis vs LIC· Portfolio Overlap Analysis

46.1%High Overlap

36 common stocksRank #14439 / 20,000

Investor takeaway: At 46.1% 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 (36)

Stock	Wt% in Axis Balanced Advantage	Wt% in LIC MF LARGE CAP	Overlap
HDFC Bank Limited Banks	5.75%	9.31%	5.75%
Reliance Industries Limited Petroleum Products	5.09%	6.45%	5.09%
ICICI Bank Limited Banks	5.06%	8.03%	5.06%
State Bank of India Banks	4.33%	3.32%	3.32%
Larsen & Toubro Limited Construction	2.97%	5.64%	2.97%
Infosys Limited IT - Software	3.03%	2.73%	2.73%
Mahindra & Mahindra Limited Automobiles	2.73%	2.16%	2.16%
Bharti Airtel Limited Telecom - Services	1.80%	4.06%	1.80%
Apollo Hospitals Enterprise Limited Healthcare Services	1.49%	1.62%	1.49%
Tata Consultancy Services Limited IT - Software	1.37%	1.42%	1.37%
Kotak Mahindra Bank Limited Banks	1.32%	1.54%	1.32%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	1.19%	2.08%	1.19%
SBI Life Insurance Company Limited Insurance	1.02%	1.92%	1.02%
Titan Company Limited Consumer Durables	0.93%	2.01%	0.93%
Shriram Finance Limited Finance	0.98%	0.92%	0.92%
ITC Limited Diversified FMCG	0.88%	2.57%	0.88%
Pidilite Industries Limited Chemicals & Petrochemicals	0.84%	1.53%	0.84%
Hindustan Unilever Limited Diversified FMCG	0.78%	2.55%	0.78%
InterGlobe Aviation Limited Transport Services	0.78%	1.50%	0.78%
Tata Power Company Limited Power	0.71%	0.81%	0.71%
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles	0.64%	0.65%	0.64%
Varun Beverages Limited Beverages	0.60%	0.88%	0.60%
Hindustan Aeronautics Limited Aerospace & Defense	0.52%	0.90%	0.52%
United Spirits Limited Beverages	0.47%	0.55%	0.47%
Axis Bank Limited Banks	0.41%	2.79%	0.41%
Grasim Industries Limited Cement & Cement Products	0.39%	2.03%	0.39%
Bharat Electronics Limited Aerospace & Defense	0.36%	1.75%	0.36%
Eternal Limited Retailing	0.30%	1.34%	0.30%
Cipla Limited Pharmaceuticals & Biotechnology	0.29%	0.93%	0.29%
UltraTech Cement Limited Cement & Cement Products	0.28%	1.48%	0.28%
REC Limited Finance	0.27%	1.34%	0.27%
Jubilant Foodworks Limited Leisure Services	0.24%	0.75%	0.24%
Mphasis Limited IT - Software	0.11%	0.41%	0.11%
Tata Motors Passenger Vehicles Limited Automobiles	0.08%	2.46%	0.08%
LG Electronics India Ltd Consumer Durables	0.56%	0.02%	0.02%
Cholamandalam Investment and Finance Company Ltd Finance	0.00%	0.12%	0.00%

Unique to Axis Balanced Advantage

NTPC Limited1.73%
Bajaj Finance Limited1.67%

Unique to LIC MF LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

15.9% (5)

Petroleum Products

5.1% (1)

IT - Software

4.2% (3)

Construction

3.0% (1)

Automobiles

2.2% (2)

Telecom - Services

1.8% (1)

Diversified FMCG

1.7% (2)

Healthcare Services

1.5% (1)

Pharmaceuticals & Biotechnology

1.5% (2)

Finance

1.2% (3)

Beverages

1.1% (2)

Insurance

1.0% (1)

Consumer Durables

0.9% (2)

Aerospace & Defense

0.9% (2)

Chemicals & Petrochemicals

0.8% (1)

Transport Services

0.8% (1)

Power

0.7% (1)

Cement & Cement Products

0.7% (2)

Agricultural, Commercial & Construction Vehicles

0.6% (1)

Retailing

0.3% (1)

Leisure Services

0.2% (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 LIC MF LARGE CAP

vs HDFC NIFTY 50 ETF65.4% · 27 stocks
vs HDFC Nifty 50 Index65.4% · 27 stocks
vs ICICI Prudential Nifty 50 ETF65.4% · 27 stocks
vs Mirae Asset Nifty 50 ETF65.4% · 27 stocks
vs SBI Nifty Index65.4% · 27 stocks

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