Axis Children’s Fund vs Axis ELSS Tax Saver Fund
Axis vs Axis· Portfolio Overlap Analysis
47.2%High Overlap
45 common stocksRank #13095 / 20,000
Investor takeaway: At 47.2% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (45)
| Stock | Wt% in Axis Children’s | Wt% in Axis ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 4.99% | 6.54% | 4.99% |
ICICI Bank Limited Banks | 4.77% | 7.31% | 4.77% |
Infosys Limited IT - Software | 3.19% | 3.38% | 3.19% |
State Bank of India Banks | 3.53% | 2.99% | 2.99% |
Larsen & Toubro Limited Construction | 3.05% | 2.97% | 2.97% |
Reliance Industries Limited Petroleum Products | 5.03% | 2.82% | 2.82% |
Mahindra & Mahindra Limited Automobiles | 2.24% | 2.61% | 2.24% |
Bharti Airtel Limited Telecom - Services | 2.19% | 3.71% | 2.19% |
Bajaj Finance Limited Finance | 1.94% | 3.34% | 1.94% |
Kotak Mahindra Bank Limited Banks | 1.33% | 1.92% | 1.33% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.30% | 2.21% | 1.30% |
HDFC Life Insurance Company Limited Insurance | 0.93% | 1.22% | 0.93% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.18% | 0.87% | 0.87% |
Titan Company Limited Consumer Durables | 0.86% | 1.34% | 0.86% |
Tata Consultancy Services Limited IT - Software | 0.80% | 1.67% | 0.80% |
Shriram Finance Limited Finance | 0.78% | 1.60% | 0.78% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 0.75% | 0.91% | 0.75% |
Fortis Healthcare Limited Healthcare Services | 1.26% | 0.74% | 0.74% |
GE Vernova T&D India Limited Electrical Equipment | 0.71% | 0.83% | 0.71% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 0.70% | 1.23% | 0.70% |
JB Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.69% | 0.67% | 0.67% |
Eternal Limited Retailing | 0.66% | 2.15% | 0.66% |
Varun Beverages Limited Beverages | 0.65% | 0.73% | 0.65% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.63% | 1.67% | 0.63% |
InterGlobe Aviation Limited Transport Services | 0.63% | 1.16% | 0.63% |
PI Industries Limited Fertilizers & Agrochemicals | 0.57% | 1.62% | 0.57% |
Tata Steel Limited Ferrous Metals | 0.49% | 1.04% | 0.49% |
Pidilite Industries Limited Chemicals & Petrochemicals | 0.48% | 2.25% | 0.48% |
Cholamandalam Investment and Finance Company Ltd Finance | 0.46% | 1.96% | 0.46% |
Sona BLW Precision Forgings Limited Auto Components | 0.44% | 1.03% | 0.44% |
Samvardhana Motherson International Limited Auto Components | 0.85% | 0.37% | 0.37% |
Premier Energies Limited Electrical Equipment | 0.55% | 0.36% | 0.36% |
Hindustan Unilever Limited Diversified FMCG | 0.35% | 1.02% | 0.35% |
The Phoenix Mills Limited Realty | 0.65% | 0.33% | 0.33% |
Jyoti CNC Automation Ltd Industrial Manufacturing | 0.49% | 0.32% | 0.32% |
Avenue Supermarts Limited Retailing | 0.28% | 0.46% | 0.28% |
Tech Mahindra Limited IT - Software | 0.58% | 0.27% | 0.27% |
Schaeffler India Limited Auto Components | 0.27% | 0.61% | 0.27% |
Dixon Technologies (India) Limited Consumer Durables | 0.45% | 0.26% | 0.26% |
ITC Limited Diversified FMCG | 0.31% | 0.24% | 0.24% |
Hyundai Motor India Ltd Automobiles | 0.19% | 0.99% | 0.19% |
Axis Bank Limited Banks | 0.18% | 1.65% | 0.18% |
UltraTech Cement Limited Cement & Cement Products | 0.10% | 2.20% | 0.10% |
Nestle India Limited Food Products | 0.07% | 0.75% | 0.07% |
Power Grid Corporation of India Limited Power | 0.02% | 0.51% | 0.02% |
Unique to Axis Children’s
- NTPC Limited1.69%
Unique to Axis ELSS Tax Saver
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks14.3% (5)
IT - Software4.3% (3)
Finance3.2% (3)
Construction3.0% (1)
Petroleum Products2.8% (1)
Pharmaceuticals & Biotechnology2.7% (3)
Automobiles2.4% (2)
Telecom - Services2.2% (1)
Electrical Equipment1.7% (3)
Healthcare Services1.6% (2)
Consumer Durables1.1% (2)
Auto Components1.1% (3)
Retailing0.9% (2)
Insurance0.9% (1)
Agricultural, Commercial & Construction Vehicles0.8% (1)
Beverages0.7% (1)
Transport Services0.6% (1)
Diversified FMCG0.6% (2)
Fertilizers & Agrochemicals0.6% (1)
Ferrous Metals0.5% (1)
Chemicals & Petrochemicals0.5% (1)
Realty0.3% (1)
Industrial Manufacturing0.3% (1)
Cement & Cement Products0.1% (1)
Food Products0.1% (1)
Power0.0% (1)
More comparisons for Axis Children’s
- vs Axis Aggressive Hybrid66.2% · 80 stocks
- vs Axis Retirement Fund - Dynamic63.5% · 74 stocks
- vs Axis Retirement Fund - Aggress62.5% · 72 stocks
- vs Axis Balanced Advantage55.6% · 69 stocks
- vs Axis Value50.9% · 52 stocks
More comparisons for Axis ELSS Tax Saver
- vs CANARA ROBECO LARGE CAP63.5% · 40 stocks
- vs Axis Large Cap63.3% · 40 stocks
- vs CANARA ROBECO FLEXICAP60.7% · 43 stocks
- vs Parag Parikh Large Cap58.1% · 45 stocks
- vs HDFC NIFTY 100 ETF58.1% · 45 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.