Axis Business Cycles Fund vs Axis Large & Mid Cap Fund

Axis vs Axis· Portfolio Overlap Analysis

44.8%High Overlap
37 common stocksRank #16470 / 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 (37)

StockWt% in Axis Business CyclesWt% in Axis Large & Mid CapOverlap
ICICI Bank Limited
Banks
7.32%4.75%4.75%
HDFC Bank Limited
Banks
3.58%5.46%3.58%
State Bank of India
Banks
3.26%2.95%2.95%
Reliance Industries Limited
Petroleum Products
2.98%2.51%2.51%
Larsen & Toubro Limited
Construction
3.65%2.06%2.06%
Bharti Airtel Limited
Telecom - Services
1.95%1.86%1.86%
GE Vernova T&D India Limited
Electrical Equipment
2.16%1.78%1.78%
Mahindra & Mahindra Limited
Automobiles
2.33%1.76%1.76%
Shriram Finance Limited
Finance
1.55%2.11%1.55%
Infosys Limited
IT - Software
2.05%1.46%1.46%
IndusInd Bank Limited
Banks
1.73%1.26%1.26%
Kotak Mahindra Bank Limited
Banks
2.72%1.18%1.18%
Ashok Leyland Limited
Agricultural, Commercial & Construction Vehicles
1.16%1.20%1.16%
Solar Industries India Limited
Chemicals & Petrochemicals
1.13%1.08%1.08%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
1.05%1.08%1.05%
UltraTech Cement Limited
Cement & Cement Products
2.91%1.01%1.01%
Vishal Mega Mart Limited
Retailing
1.34%1.00%1.00%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
1.32%0.98%0.98%
Sona BLW Precision Forgings Limited
Auto Components
1.33%0.96%0.96%
Indus Towers Limited
Telecom - Services
0.95%1.56%0.95%
RBL Bank Limited
Banks
0.94%0.91%0.91%
Bharat Heavy Electricals Limited
Electrical Equipment
0.79%0.91%0.79%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.77%0.86%0.77%
BSE Limited
Capital Markets
1.42%0.76%0.76%
Hyundai Motor India Ltd
Automobiles
1.21%0.74%0.74%
HDFC Life Insurance Company Limited
Insurance
1.70%0.68%0.68%
Cummins India Limited
Industrial Products
1.60%0.61%0.61%
Eternal Limited
Retailing
0.61%1.30%0.61%
CG Power and Industrial Solutions Limited
Electrical Equipment
1.32%0.60%0.60%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
0.60%1.57%0.60%
Vijaya Diagnostic Centre Limited
Healthcare Services
0.64%0.54%0.54%
Jubilant Foodworks Limited
Leisure Services
0.82%0.50%0.50%
Varun Beverages Limited
Beverages
0.88%0.48%0.48%
Tata Steel Limited
Ferrous Metals
0.98%0.41%0.41%
Hindustan Unilever Limited
Diversified FMCG
1.84%0.39%0.39%
Jyoti CNC Automation Ltd
Industrial Manufacturing
1.39%0.33%0.33%
Anthem Biosciences Limited
Pharmaceuticals & Biotechnology
0.62%0.17%0.17%

Unique to Axis Business Cycles

  • Axis Bank Limited2.37%

Unique to Axis Large & Mid Cap

  • Torrent Power Limited2.42%
  • The Federal Bank Limited1.86%
  • Multi Commodity Exchange of India Limited1.84%

Sector Overlap Breakdown

Banks
14.6% (6)
Pharmaceuticals & Biotechnology
3.6% (5)
Electrical Equipment
3.2% (3)
Telecom - Services
2.8% (2)
Petroleum Products
2.5% (1)
Automobiles
2.5% (2)
Construction
2.1% (1)
Retailing
1.6% (2)
Finance
1.6% (1)
IT - Software
1.5% (1)
Agricultural, Commercial & Construction Vehicles
1.2% (1)
Chemicals & Petrochemicals
1.1% (1)
Cement & Cement Products
1.0% (1)
Auto Components
1.0% (1)
Capital Markets
0.8% (1)
Insurance
0.7% (1)
Industrial Products
0.6% (1)
Healthcare Services
0.5% (1)
Leisure Services
0.5% (1)
Beverages
0.5% (1)
Ferrous Metals
0.4% (1)
Diversified FMCG
0.4% (1)
Industrial Manufacturing
0.3% (1)

More comparisons for Axis Business Cycles

More comparisons for Axis Large & Mid Cap

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