Axis Balanced Advantage Fund vs PGIM INDIA LARGE CAP FUND

Axis vs PGIM· Portfolio Overlap Analysis

46.0%High Overlap
38 common stocksRank #14594 / 20,000

Investor takeaway: At 46.0% 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 (38)

StockWt% in Axis Balanced AdvantageWt% in PGIM INDIA LARGE CAPOverlap
HDFC Bank Limited
Banks
5.75%8.93%5.75%
Reliance Industries Limited
Petroleum Products
5.09%6.64%5.09%
ICICI Bank Limited
Banks
5.06%7.94%5.06%
Larsen & Toubro Limited
Construction
2.97%4.44%2.97%
State Bank of India
Banks
4.33%2.91%2.91%
Bharti Airtel Limited
Telecom - Services
1.80%4.72%1.80%
NTPC Limited
Power
1.73%2.13%1.73%
Infosys Limited
IT - Software
3.03%1.68%1.68%
Mahindra & Mahindra Limited
Automobiles
2.73%1.67%1.67%
Bajaj Finance Limited
Finance
1.67%2.94%1.67%
Tata Consultancy Services Limited
IT - Software
1.37%2.56%1.37%
Kotak Mahindra Bank Limited
Banks
1.32%2.94%1.32%
Samvardhana Motherson International Limited
Auto Components
0.95%1.08%0.95%
Britannia Industries Limited
Food Products
0.95%1.28%0.95%
Titan Company Limited
Consumer Durables
0.93%2.30%0.93%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.19%0.91%0.91%
TVS Motor Company Limited
Automobiles
0.85%2.13%0.85%
ITC Limited
Diversified FMCG
0.88%0.75%0.75%
HDFC Life Insurance Company Limited
Insurance
0.67%0.74%0.67%
Varun Beverages Limited
Beverages
0.60%2.11%0.60%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
0.57%1.85%0.57%
Shriram Finance Limited
Finance
0.98%0.56%0.56%
LG Electronics India Ltd
Consumer Durables
0.56%0.85%0.56%
Tech Mahindra Limited
IT - Software
0.55%1.21%0.55%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.55%1.29%0.55%
United Spirits Limited
Beverages
0.47%0.79%0.47%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.44%0.80%0.44%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
0.36%1.35%0.36%
Bharat Electronics Limited
Aerospace & Defense
0.36%0.77%0.36%
Hindalco Industries Limited
Non - Ferrous Metals
0.34%0.65%0.34%
Asian Paints Limited
Consumer Durables
0.32%0.99%0.32%
Eternal Limited
Retailing
0.30%2.26%0.30%
UltraTech Cement Limited
Cement & Cement Products
0.28%2.04%0.28%
Eicher Motors Limited
Automobiles
0.26%1.43%0.26%
Dixon Technologies (India) Limited
Consumer Durables
0.25%0.68%0.25%
Max Healthcare Institute Limited
Healthcare Services
0.17%1.06%0.17%
Cholamandalam Investment and Finance Company Ltd
Finance
0.00%0.54%0.00%
Cummins India Limited
Industrial Products
0.00%1.24%0.00%

Unique to Axis Balanced Advantage

All top holdings are shared with the other fund.

Unique to PGIM INDIA LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
15.0% (4)
Petroleum Products
5.1% (1)
IT - Software
3.6% (3)
Construction
3.0% (1)
Automobiles
2.8% (3)
Pharmaceuticals & Biotechnology
2.3% (4)
Finance
2.2% (3)
Consumer Durables
2.1% (4)
Telecom - Services
1.8% (1)
Power
1.7% (1)
Beverages
1.1% (2)
Auto Components
0.9% (1)
Food Products
0.9% (1)
Diversified FMCG
0.8% (1)
Insurance
0.7% (1)
Electrical Equipment
0.6% (1)
Aerospace & Defense
0.4% (1)
Non - Ferrous Metals
0.3% (1)
Retailing
0.3% (1)
Cement & Cement Products
0.3% (1)
Healthcare Services
0.2% (1)
Industrial Products
0.0% (1)

More comparisons for Axis Balanced Advantage

More comparisons for PGIM INDIA LARGE CAP

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