Axis Balanced Advantage Fund vs NIPPON INDIA LARGE CAP FUND

Axis vs Nippon· Portfolio Overlap Analysis

47.1%High Overlap

37 common stocksRank #13193 / 20,000

Investor takeaway: At 47.1% 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 (37)

Stock	Wt% in Axis Balanced Advantage	Wt% in NIPPON INDIA LARGE CAP	Overlap
HDFC Bank Limited Banks	5.75%	8.82%	5.75%
Reliance Industries Limited Petroleum Products	5.09%	5.30%	5.09%
ICICI Bank Limited Banks	5.06%	7.02%	5.06%
State Bank of India Banks	4.33%	3.99%	3.99%
Larsen & Toubro Limited Construction	2.97%	4.24%	2.97%
Infosys Limited IT - Software	3.03%	2.94%	2.94%
Mahindra & Mahindra Limited Automobiles	2.73%	2.44%	2.44%
NTPC Limited Power	1.73%	2.48%	1.73%
Bajaj Finance Limited Finance	1.67%	2.80%	1.67%
Tata Consultancy Services Limited IT - Software	1.37%	2.41%	1.37%
Kotak Mahindra Bank Limited Banks	1.32%	2.02%	1.32%
SBI Life Insurance Company Limited Insurance	1.02%	1.25%	1.02%
Samvardhana Motherson International Limited Auto Components	0.95%	1.65%	0.95%
ITC Limited Diversified FMCG	0.88%	2.61%	0.88%
Hindustan Unilever Limited Diversified FMCG	0.78%	2.29%	0.78%
InterGlobe Aviation Limited Transport Services	0.78%	1.07%	0.78%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	1.19%	0.71%	0.71%
Tata Power Company Limited Power	0.71%	1.65%	0.71%
Tata Steel Limited Ferrous Metals	0.67%	1.28%	0.67%
HDFC Life Insurance Company Limited Insurance	0.67%	0.77%	0.67%
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles	0.64%	0.99%	0.64%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	0.57%	1.07%	0.57%
Tech Mahindra Limited IT - Software	0.55%	0.66%	0.55%
Varun Beverages Limited Beverages	0.60%	0.46%	0.46%
HCL Technologies Limited IT - Software	0.46%	0.97%	0.46%
Axis Bank Limited Banks	0.41%	4.20%	0.41%
Mankind Pharma Limited Pharmaceuticals & Biotechnology	0.36%	0.64%	0.36%
Grasim Industries Limited Cement & Cement Products	0.39%	0.33%	0.33%
Eternal Limited Retailing	0.30%	1.10%	0.30%
Cipla Limited Pharmaceuticals & Biotechnology	0.29%	0.84%	0.29%
UltraTech Cement Limited Cement & Cement Products	0.28%	1.42%	0.28%
Tata Consumer Products Limited Agricultural Food & other Products	0.27%	0.92%	0.27%
Dixon Technologies (India) Limited Consumer Durables	0.25%	0.36%	0.25%
Avenue Supermarts Limited Retailing	0.18%	1.90%	0.18%
DLF Limited Realty	0.18%	0.31%	0.18%
Lupin Limited Pharmaceuticals & Biotechnology	0.06%	1.05%	0.06%
Cholamandalam Investment and Finance Company Ltd Finance	0.00%	0.91%	0.00%

Unique to Axis Balanced Advantage

Bharti Airtel Limited1.80%

Unique to NIPPON INDIA LARGE CAP

GE Vernova T&D India Limited2.82%

Sector Overlap Breakdown

Banks

16.5% (5)

IT - Software

5.3% (4)

Petroleum Products

5.1% (1)

Construction

3.0% (1)

Automobiles

2.4% (1)

Power

2.4% (2)

Pharmaceuticals & Biotechnology

2.0% (5)

Insurance

1.7% (2)

Finance

1.7% (2)

Diversified FMCG

1.7% (2)

Auto Components

0.9% (1)

Transport Services

0.8% (1)

Ferrous Metals

0.7% (1)

Agricultural, Commercial & Construction Vehicles

0.6% (1)

Cement & Cement Products

0.6% (2)

Retailing

0.5% (2)

Beverages

0.5% (1)

Agricultural Food & other Products

0.3% (1)

Consumer Durables

0.3% (1)

Realty

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 NIPPON INDIA LARGE CAP

vs CANARA ROBECO LARGE CAP66.2% · 35 stocks
vs Parag Parikh Large Cap65.6% · 46 stocks
vs Axis Nifty 100 Index65.6% · 46 stocks
vs HDFC NIFTY 100 ETF65.6% · 46 stocks
vs ICICI Prudential Nifty 100 ETF65.6% · 46 stocks

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