Axis Business Cycles Fund vs Axis Large Cap Fund
Axis vs Axis· Portfolio Overlap Analysis
44.8%High Overlap
27 common stocksRank #16418 / 20,000
Investor takeaway: At 44.8% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (27)
| Stock | Wt% in Axis Business Cycles | Wt% in Axis Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.32% | 8.73% | 7.32% |
Larsen & Toubro Limited Construction | 3.65% | 5.24% | 3.65% |
HDFC Bank Limited Banks | 3.58% | 8.30% | 3.58% |
State Bank of India Banks | 3.26% | 4.22% | 3.26% |
Reliance Industries Limited Petroleum Products | 2.98% | 6.06% | 2.98% |
UltraTech Cement Limited Cement & Cement Products | 2.91% | 2.73% | 2.73% |
Kotak Mahindra Bank Limited Banks | 2.72% | 3.61% | 2.72% |
Mahindra & Mahindra Limited Automobiles | 2.33% | 3.57% | 2.33% |
Infosys Limited IT - Software | 2.05% | 4.04% | 2.05% |
Bharti Airtel Limited Telecom - Services | 1.95% | 4.41% | 1.95% |
Shriram Finance Limited Finance | 1.55% | 1.69% | 1.55% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.32% | 1.18% | 1.18% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.05% | 1.29% | 1.05% |
NTPC Limited Power | 1.01% | 1.19% | 1.01% |
Tata Consultancy Services Limited IT - Software | 0.86% | 0.83% | 0.83% |
Axis Bank Limited Banks | 2.37% | 0.80% | 0.80% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 0.77% | 1.38% | 0.77% |
Eternal Limited Retailing | 0.61% | 1.96% | 0.61% |
Cummins India Limited Industrial Products | 1.60% | 0.60% | 0.60% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 0.60% | 1.07% | 0.60% |
Trent Limited Retailing | 0.83% | 0.59% | 0.59% |
HDFC Life Insurance Company Limited Insurance | 1.70% | 0.56% | 0.56% |
Solar Industries India Limited Chemicals & Petrochemicals | 1.13% | 0.56% | 0.56% |
Hyundai Motor India Ltd Automobiles | 1.21% | 0.55% | 0.55% |
Hindustan Unilever Limited Diversified FMCG | 1.84% | 0.44% | 0.44% |
Varun Beverages Limited Beverages | 0.88% | 0.40% | 0.40% |
ICICI Prudential Asset Management Company Limited Capital Markets | 0.14% | 0.68% | 0.14% |
Unique to Axis Business Cycles
- GE Vernova T&D India Limited2.16%
Unique to Axis Large Cap
- Bajaj Finance Limited3.91%
Sector Overlap Breakdown
Banks17.7% (5)
Construction3.6% (1)
Petroleum Products3.0% (1)
Automobiles2.9% (2)
IT - Software2.9% (2)
Cement & Cement Products2.7% (1)
Pharmaceuticals & Biotechnology2.4% (3)
Telecom - Services1.9% (1)
Finance1.6% (1)
Retailing1.2% (2)
Electrical Equipment1.2% (1)
Power1.0% (1)
Industrial Products0.6% (1)
Insurance0.6% (1)
Chemicals & Petrochemicals0.6% (1)
Diversified FMCG0.4% (1)
Beverages0.4% (1)
Capital Markets0.1% (1)
More comparisons for Axis Business Cycles
- vs Axis ELSS Tax Saver53.6% · 41 stocks
- vs Axis Value50.6% · 39 stocks
- vs CANARA ROBECO LARGE CAP49.2% · 29 stocks
- vs CANARA ROBECO FLEXICAP47.8% · 32 stocks
- vs Axis Multi Asset Allocation46.9% · 42 stocks
More comparisons for Axis Large Cap
- vs CANARA ROBECO LARGE CAP73.0% · 39 stocks
- vs PGIM INDIA LARGE CAP65.5% · 35 stocks
- vs HDFC NIFTY 50 ETF65.1% · 29 stocks
- vs HDFC Nifty 50 Index65.1% · 29 stocks
- vs ICICI Prudential Nifty 50 ETF65.1% · 29 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.