Axis Balanced Advantage Fund vs Mirae Asset Large Cap Fund
Axis vs Mirae· Portfolio Overlap Analysis
47.7%High Overlap
43 common stocksRank #12527 / 20,000
Investor takeaway: At 47.7% 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 (43)
| Stock | Wt% in Axis Balanced Advantage | Wt% in Mirae Asset Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 5.75% | 9.54% | 5.75% |
ICICI Bank Limited Banks | 5.06% | 8.49% | 5.06% |
Reliance Industries Limited Petroleum Products | 5.09% | 4.99% | 4.99% |
State Bank of India Banks | 4.33% | 3.66% | 3.66% |
Infosys Limited IT - Software | 3.03% | 4.28% | 3.03% |
Larsen & Toubro Limited Construction | 2.97% | 3.99% | 2.97% |
Mahindra & Mahindra Limited Automobiles | 2.73% | 2.05% | 2.05% |
Bharti Airtel Limited Telecom - Services | 1.80% | 4.55% | 1.80% |
NTPC Limited Power | 1.73% | 1.45% | 1.45% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.49% | 1.45% | 1.45% |
Tata Consultancy Services Limited IT - Software | 1.37% | 2.94% | 1.37% |
Kotak Mahindra Bank Limited Banks | 1.32% | 1.75% | 1.32% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.19% | 1.37% | 1.19% |
SBI Life Insurance Company Limited Insurance | 1.02% | 1.02% | 1.02% |
Britannia Industries Limited Food Products | 0.95% | 1.16% | 0.95% |
Titan Company Limited Consumer Durables | 0.93% | 0.99% | 0.93% |
ITC Limited Diversified FMCG | 0.88% | 3.12% | 0.88% |
Bajaj Finance Limited Finance | 1.67% | 0.84% | 0.84% |
Hindustan Unilever Limited Diversified FMCG | 0.78% | 0.92% | 0.78% |
Shriram Finance Limited Finance | 0.98% | 0.77% | 0.77% |
Pidilite Industries Limited Chemicals & Petrochemicals | 0.84% | 0.60% | 0.60% |
Varun Beverages Limited Beverages | 0.60% | 1.37% | 0.60% |
InterGlobe Aviation Limited Transport Services | 0.78% | 0.50% | 0.50% |
Sona BLW Precision Forgings Limited Auto Components | 0.48% | 0.77% | 0.48% |
Axis Bank Limited Banks | 0.41% | 3.62% | 0.41% |
LG Electronics India Ltd Consumer Durables | 0.56% | 0.37% | 0.37% |
Bharat Electronics Limited Aerospace & Defense | 0.36% | 0.36% | 0.36% |
Asian Paints Limited Consumer Durables | 0.32% | 1.41% | 0.32% |
Eternal Limited Retailing | 0.30% | 2.47% | 0.30% |
UltraTech Cement Limited Cement & Cement Products | 0.28% | 0.26% | 0.26% |
Eicher Motors Limited Automobiles | 0.26% | 1.18% | 0.26% |
Tata Steel Limited Ferrous Metals | 0.67% | 0.19% | 0.19% |
Avenue Supermarts Limited Retailing | 0.18% | 0.50% | 0.18% |
DLF Limited Realty | 0.18% | 0.30% | 0.18% |
Oil & Natural Gas Corporation Limited Oil | 0.15% | 0.57% | 0.15% |
Mphasis Limited IT - Software | 0.11% | 0.58% | 0.11% |
Titagarh Rail Systems Limited Industrial Manufacturing | 0.06% | 0.23% | 0.06% |
IndusInd Bank Limited Banks | 0.06% | 0.81% | 0.06% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 0.57% | 0.01% | 0.01% |
Biocon Limited Pharmaceuticals & Biotechnology | 0.01% | 0.51% | 0.01% |
Crompton Greaves Consumer Electricals Limited Consumer Durables | 0.01% | 0.40% | 0.01% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.44% | 0.00% | 0.00% |
Cipla Limited Pharmaceuticals & Biotechnology | 0.29% | 0.00% | 0.00% |
Unique to Axis Balanced Advantage
All top holdings are shared with the other fund.
Unique to Mirae Asset Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks16.3% (6)
Petroleum Products5.0% (1)
IT - Software4.5% (3)
Construction3.0% (1)
Automobiles2.3% (2)
Telecom - Services1.8% (1)
Diversified FMCG1.7% (2)
Consumer Durables1.6% (4)
Finance1.6% (2)
Power1.4% (1)
Healthcare Services1.4% (1)
Pharmaceuticals & Biotechnology1.2% (5)
Insurance1.0% (1)
Food Products0.9% (1)
Chemicals & Petrochemicals0.6% (1)
Beverages0.6% (1)
Transport Services0.5% (1)
Auto Components0.5% (1)
Retailing0.5% (2)
Aerospace & Defense0.4% (1)
Cement & Cement Products0.3% (1)
Ferrous Metals0.2% (1)
Realty0.2% (1)
Oil0.1% (1)
Industrial Manufacturing0.1% (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 Mirae Asset Large Cap
- vs HDFC NIFTY 50 ETF68.5% · 33 stocks
- vs HDFC Nifty 50 Index68.5% · 33 stocks
- vs ICICI Prudential Nifty 50 ETF68.5% · 33 stocks
- vs Mirae Asset Nifty 50 ETF68.5% · 33 stocks
- vs SBI Nifty Index68.5% · 33 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.