Axis Business Cycles Fund vs PGIM INDIA LARGE CAP FUND

Axis vs PGIM· Portfolio Overlap Analysis

45.9%High Overlap
28 common stocksRank #14677 / 20,000

Investor takeaway: At 45.9% 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 (28)

StockWt% in Axis Business CyclesWt% in PGIM INDIA LARGE CAPOverlap
ICICI Bank Limited
Banks
7.32%7.94%7.32%
Larsen & Toubro Limited
Construction
3.65%4.44%3.65%
HDFC Bank Limited
Banks
3.58%8.93%3.58%
Reliance Industries Limited
Petroleum Products
2.98%6.64%2.98%
State Bank of India
Banks
3.26%2.91%2.91%
Kotak Mahindra Bank Limited
Banks
2.72%2.94%2.72%
UltraTech Cement Limited
Cement & Cement Products
2.91%2.04%2.04%
Bharti Airtel Limited
Telecom - Services
1.95%4.72%1.95%
Infosys Limited
IT - Software
2.05%1.68%1.68%
Mahindra & Mahindra Limited
Automobiles
2.33%1.67%1.67%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
1.32%1.35%1.32%
CG Power and Industrial Solutions Limited
Electrical Equipment
1.32%1.29%1.29%
Cummins India Limited
Industrial Products
1.60%1.24%1.24%
Ashok Leyland Limited
Agricultural, Commercial & Construction Vehicles
1.16%1.07%1.07%
Max Healthcare Institute Limited
Healthcare Services
1.20%1.06%1.06%
NTPC Limited
Power
1.01%2.13%1.01%
Vishal Mega Mart Limited
Retailing
1.34%0.96%0.96%
Varun Beverages Limited
Beverages
0.88%2.11%0.88%
Tata Consultancy Services Limited
IT - Software
0.86%2.56%0.86%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
1.05%0.80%0.80%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.77%0.91%0.77%
Solar Industries India Limited
Chemicals & Petrochemicals
1.13%0.76%0.76%
ITC Limited
Diversified FMCG
1.02%0.75%0.75%
HDFC Life Insurance Company Limited
Insurance
1.70%0.74%0.74%
Eternal Limited
Retailing
0.61%2.26%0.61%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
0.60%1.85%0.60%
Shriram Finance Limited
Finance
1.55%0.56%0.56%
ICICI Prudential Asset Management Company Limited
Capital Markets
0.14%1.07%0.14%

Unique to Axis Business Cycles

  • Axis Bank Limited2.37%
  • GE Vernova T&D India Limited2.16%

Unique to PGIM INDIA LARGE CAP

  • Bajaj Finance Ltd.2.94%
  • Titan Company Ltd.2.30%

Sector Overlap Breakdown

Banks
16.5% (4)
Construction
3.6% (1)
Pharmaceuticals & Biotechnology
3.5% (4)
Petroleum Products
3.0% (1)
IT - Software
2.5% (2)
Cement & Cement Products
2.0% (1)
Telecom - Services
1.9% (1)
Automobiles
1.7% (1)
Retailing
1.6% (2)
Electrical Equipment
1.3% (1)
Industrial Products
1.2% (1)
Agricultural, Commercial & Construction Vehicles
1.1% (1)
Healthcare Services
1.1% (1)
Power
1.0% (1)
Beverages
0.9% (1)
Chemicals & Petrochemicals
0.8% (1)
Diversified FMCG
0.8% (1)
Insurance
0.7% (1)
Finance
0.6% (1)
Capital Markets
0.1% (1)

More comparisons for Axis Business Cycles

More comparisons for PGIM INDIA LARGE CAP

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