Axis Business Cycles Fund vs Axis Multicap Fund

Axis vs Axis· Portfolio Overlap Analysis

45.5%High Overlap
44 common stocksRank #15263 / 20,000

Investor takeaway: At 45.5% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (44)

StockWt% in Axis Business CyclesWt% in Axis MulticapOverlap
ICICI Bank Limited
Banks
7.32%4.04%4.04%
HDFC Bank Limited
Banks
3.58%4.94%3.58%
State Bank of India
Banks
3.26%2.76%2.76%
Reliance Industries Limited
Petroleum Products
2.98%2.24%2.24%
Bharti Airtel Limited
Telecom - Services
1.95%1.91%1.91%
Mahindra & Mahindra Limited
Automobiles
2.33%1.75%1.75%
Larsen & Toubro Limited
Construction
3.65%1.72%1.72%
Shriram Finance Limited
Finance
1.55%2.25%1.55%
GE Vernova T&D India Limited
Electrical Equipment
2.16%1.49%1.49%
Infosys Limited
IT - Software
2.05%1.32%1.32%
Ashok Leyland Limited
Agricultural, Commercial & Construction Vehicles
1.16%1.24%1.16%
Sona BLW Precision Forgings Limited
Auto Components
1.33%1.14%1.14%
Solar Industries India Limited
Chemicals & Petrochemicals
1.13%1.06%1.06%
Kotak Mahindra Bank Limited
Banks
2.72%1.05%1.05%
IndusInd Bank Limited
Banks
1.73%1.05%1.05%
NTPC Limited
Power
1.01%1.10%1.01%
UltraTech Cement Limited
Cement & Cement Products
2.91%1.00%1.00%
RBL Bank Limited
Banks
0.94%1.51%0.94%
Indus Towers Limited
Telecom - Services
0.95%0.93%0.93%
Jyoti CNC Automation Ltd
Industrial Manufacturing
1.39%0.90%0.90%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
1.32%0.83%0.83%
Delhivery Limited
Transport Services
1.17%0.77%0.77%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.77%0.83%0.77%
Hyundai Motor India Ltd
Automobiles
1.21%0.75%0.75%
City Union Bank Limited
Banks
1.06%0.71%0.71%
CG Power and Industrial Solutions Limited
Electrical Equipment
1.32%0.63%0.63%
Vishal Mega Mart Limited
Retailing
1.34%0.62%0.62%
HDFC Life Insurance Company Limited
Insurance
1.70%0.61%0.61%
Eternal Limited
Retailing
0.61%1.13%0.61%
Jindal Steel Limited
Ferrous Metals
1.13%0.60%0.60%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
0.60%0.89%0.60%
Bharat Heavy Electricals Limited
Electrical Equipment
0.79%0.57%0.57%
Gabriel India Limited
Auto Components
0.55%0.52%0.52%
Cummins India Limited
Industrial Products
1.60%0.49%0.49%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
1.05%0.49%0.49%
Varun Beverages Limited
Beverages
0.88%0.46%0.46%
Hindustan Unilever Limited
Diversified FMCG
1.84%0.41%0.41%
Jubilant Foodworks Limited
Leisure Services
0.82%0.39%0.39%
JK Cement Limited
Cement & Cement Products
0.56%0.38%0.38%
K.P.R. Mill Limited
Textiles & Apparels
0.61%0.37%0.37%
Tenneco Clean Air India Limited
Auto Components
0.83%0.34%0.34%
Brigade Enterprises Limited
Realty
0.80%0.33%0.33%
Jubilant Ingrevia Limited
Chemicals & Petrochemicals
0.68%0.33%0.33%
Vijaya Diagnostic Centre Limited
Healthcare Services
0.64%0.32%0.32%

Unique to Axis Business Cycles

  • Axis Bank Limited2.37%

Unique to Axis Multicap

  • Fortis Healthcare Limited2.11%
  • Minda Corporation Limited1.70%

Sector Overlap Breakdown

Banks
14.1% (7)
Telecom - Services
2.8% (2)
Electrical Equipment
2.7% (3)
Pharmaceuticals & Biotechnology
2.7% (4)
Automobiles
2.5% (2)
Petroleum Products
2.2% (1)
Auto Components
2.0% (3)
Construction
1.7% (1)
Finance
1.6% (1)
Chemicals & Petrochemicals
1.4% (2)
Cement & Cement Products
1.4% (2)
IT - Software
1.3% (1)
Retailing
1.2% (2)
Agricultural, Commercial & Construction Vehicles
1.2% (1)
Power
1.0% (1)
Industrial Manufacturing
0.9% (1)
Transport Services
0.8% (1)
Insurance
0.6% (1)
Ferrous Metals
0.6% (1)
Industrial Products
0.5% (1)
Beverages
0.5% (1)
Diversified FMCG
0.4% (1)
Leisure Services
0.4% (1)
Textiles & Apparels
0.4% (1)
Realty
0.3% (1)
Healthcare Services
0.3% (1)

More comparisons for Axis Business Cycles

More comparisons for Axis Multicap

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