Axis Children’s Fund vs Axis Large Cap Fund

Axis vs Axis· Portfolio Overlap Analysis

48.1%High Overlap
38 common stocksRank #12079 / 20,000

Investor takeaway: At 48.1% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (38)

StockWt% in Axis Children’sWt% in Axis Large CapOverlap
Reliance Industries Limited
Petroleum Products
5.03%6.06%5.03%
HDFC Bank Limited
Banks
4.99%8.30%4.99%
ICICI Bank Limited
Banks
4.77%8.73%4.77%
State Bank of India
Banks
3.53%4.22%3.53%
Infosys Limited
IT - Software
3.19%4.04%3.19%
Larsen & Toubro Limited
Construction
3.05%5.24%3.05%
Mahindra & Mahindra Limited
Automobiles
2.24%3.57%2.24%
Bharti Airtel Limited
Telecom - Services
2.19%4.41%2.19%
Bajaj Finance Limited
Finance
1.94%3.91%1.94%
Kotak Mahindra Bank Limited
Banks
1.33%3.61%1.33%
NTPC Limited
Power
1.69%1.19%1.19%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.18%2.51%1.18%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.30%1.07%1.07%
Titan Company Limited
Consumer Durables
0.86%1.94%0.86%
Samvardhana Motherson International Limited
Auto Components
0.85%1.08%0.85%
Tata Consultancy Services Limited
IT - Software
0.80%0.83%0.80%
Shriram Finance Limited
Finance
0.78%1.69%0.78%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.75%1.40%0.75%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.70%1.38%0.70%
Eternal Limited
Retailing
0.66%1.96%0.66%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.63%1.18%0.63%
InterGlobe Aviation Limited
Transport Services
0.63%1.77%0.63%
Bharat Electronics Limited
Aerospace & Defense
0.63%1.64%0.63%
Tech Mahindra Limited
IT - Software
0.58%0.95%0.58%
HDFC Life Insurance Company Limited
Insurance
0.93%0.56%0.56%
Britannia Industries Limited
Food Products
0.79%0.50%0.50%
Pidilite Industries Limited
Chemicals & Petrochemicals
0.48%1.56%0.48%
Cholamandalam Investment and Finance Company Ltd
Finance
0.46%1.13%0.46%
Varun Beverages Limited
Beverages
0.65%0.40%0.40%
Hindustan Unilever Limited
Diversified FMCG
0.35%0.44%0.35%
SBI Life Insurance Company Limited
Insurance
0.66%0.32%0.32%
Dixon Technologies (India) Limited
Consumer Durables
0.45%0.30%0.30%
Avenue Supermarts Limited
Retailing
0.28%0.45%0.28%
Tata Power Company Limited
Power
0.63%0.27%0.27%
Hyundai Motor India Ltd
Automobiles
0.19%0.55%0.19%
Axis Bank Limited
Banks
0.18%0.80%0.18%
Hindustan Aeronautics Limited
Aerospace & Defense
0.51%0.16%0.16%
UltraTech Cement Limited
Cement & Cement Products
0.10%2.73%0.10%

Unique to Axis Children’s

All top holdings are shared with the other fund.

Unique to Axis Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
14.8% (5)
Petroleum Products
5.0% (1)
IT - Software
4.6% (3)
Finance
3.2% (3)
Construction
3.0% (1)
Automobiles
2.4% (2)
Telecom - Services
2.2% (1)
Pharmaceuticals & Biotechnology
1.8% (2)
Power
1.5% (2)
Healthcare Services
1.2% (1)
Consumer Durables
1.2% (2)
Retailing
0.9% (2)
Insurance
0.9% (2)
Auto Components
0.8% (1)
Aerospace & Defense
0.8% (2)
Agricultural, Commercial & Construction Vehicles
0.8% (1)
Electrical Equipment
0.6% (1)
Transport Services
0.6% (1)
Food Products
0.5% (1)
Chemicals & Petrochemicals
0.5% (1)
Beverages
0.4% (1)
Diversified FMCG
0.3% (1)
Cement & Cement Products
0.1% (1)

More comparisons for Axis Children’s

More comparisons for Axis Large Cap

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