Axis Children’s Fund vs Axis Retirement Fund - Dynamic Plan

Axis vs Axis· Portfolio Overlap Analysis

63.5%High Overlap
74 common stocksRank #1653 / 95,528

Common Holdings (74)

StockWt% in Axis Children’sWt% in Axis Retirement Fund - DynamicOverlap
Reliance Industries Limited
Petroleum Products
5.03%5.55%5.03%
HDFC Bank Limited
Banks
4.99%6.08%4.99%
ICICI Bank Limited
Banks
4.77%5.97%4.77%
State Bank of India
Banks
3.53%3.69%3.53%
Infosys Limited
IT - Software
3.19%3.50%3.19%
Larsen & Toubro Limited
Construction
3.05%3.26%3.05%
Mahindra & Mahindra Limited
Automobiles
2.24%2.26%2.24%
Bharti Airtel Limited
Telecom - Services
2.19%2.81%2.19%
Bajaj Finance Limited
Finance
1.94%1.96%1.94%
Kotak Mahindra Bank Limited
Banks
1.33%1.34%1.33%
NTPC Limited
Power
1.69%1.30%1.30%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.30%1.30%1.30%
Fortis Healthcare Limited
Healthcare Services
1.26%1.36%1.26%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.18%1.08%1.08%
HDFC Life Insurance Company Limited
Insurance
0.93%1.00%0.93%
PNB Housing Finance Limited
Finance
0.86%0.92%0.86%
Titan Company Limited
Consumer Durables
0.86%0.87%0.86%
Samvardhana Motherson International Limited
Auto Components
0.85%0.91%0.85%
Tata Consultancy Services Limited
IT - Software
0.80%0.79%0.79%
Britannia Industries Limited
Food Products
0.79%0.80%0.79%
Shriram Finance Limited
Finance
0.78%0.85%0.78%
Sansera Engineering Limited
Auto Components
0.77%0.82%0.77%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.75%0.76%0.75%
Doms Industries Limited
Household Products
0.88%0.71%0.71%
GE Vernova T&D India Limited
Electrical Equipment
0.71%0.74%0.71%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.70%0.76%0.70%
SBI Life Insurance Company Limited
Insurance
0.66%0.67%0.66%
Eternal Limited
Retailing
0.66%0.75%0.66%
Varun Beverages Limited
Beverages
0.65%0.84%0.65%
The Phoenix Mills Limited
Realty
0.65%0.78%0.65%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.63%1.00%0.63%
Tata Power Company Limited
Power
0.63%0.65%0.63%
InterGlobe Aviation Limited
Transport Services
0.63%0.64%0.63%
Bharat Electronics Limited
Aerospace & Defense
0.63%0.69%0.63%
PI Industries Limited
Fertilizers & Agrochemicals
0.57%0.58%0.57%
PG Electroplast Limited
Consumer Durables
0.56%0.66%0.56%
Vijaya Diagnostic Centre Limited
Healthcare Services
0.55%1.58%0.55%
Premier Energies Limited
Electrical Equipment
0.55%0.58%0.55%
Jyoti CNC Automation Ltd
Industrial Manufacturing
0.49%0.66%0.49%
Hindustan Aeronautics Limited
Aerospace & Defense
0.51%0.48%0.48%
Tata Steel Limited
Ferrous Metals
0.49%0.48%0.48%
Pidilite Industries Limited
Chemicals & Petrochemicals
0.48%2.30%0.48%
Arvind Fashions Limited
Retailing
0.47%0.64%0.47%
Cholamandalam Investment and Finance Company Ltd
Finance
0.46%0.47%0.46%
Dixon Technologies (India) Limited
Consumer Durables
0.45%0.53%0.45%
Sona BLW Precision Forgings Limited
Auto Components
0.44%0.54%0.44%
Cipla Limited
Pharmaceuticals & Biotechnology
0.42%0.52%0.42%
Bharat Petroleum Corporation Limited
Petroleum Products
0.39%0.40%0.39%
Brigade Enterprises Limited
Realty
0.37%0.41%0.37%
Awfis Space Solutions Limited
Commercial Services & Supplies
0.36%0.47%0.36%
Hindustan Unilever Limited
Diversified FMCG
0.35%0.51%0.35%
REC Limited
Finance
0.35%0.47%0.35%
ITC Limited
Diversified FMCG
0.31%0.37%0.31%
Avenue Supermarts Limited
Retailing
0.28%0.37%0.28%
Schaeffler India Limited
Auto Components
0.27%0.30%0.27%
Kaynes Technology India Limited
Industrial Manufacturing
0.26%0.34%0.26%
Voltamp Transformers Limited
Electrical Equipment
0.26%0.32%0.26%
Mphasis Limited
IT - Software
0.24%0.45%0.24%
Jubilant Foodworks Limited
Leisure Services
0.24%0.25%0.24%
Anant Raj Limited
Realty
0.22%0.20%0.20%
Hindalco Industries Limited
Non - Ferrous Metals
0.20%0.21%0.20%
Hyundai Motor India Ltd
Automobiles
0.19%0.21%0.19%
Axis Bank Limited
Banks
0.18%0.19%0.18%
Zydus Lifesciences Limited
Pharmaceuticals & Biotechnology
0.16%0.23%0.16%
HCL Technologies Limited
IT - Software
0.11%0.12%0.11%
Oil & Natural Gas Corporation Limited
Oil
0.10%0.12%0.10%
IndusInd Bank Limited
Banks
0.10%0.10%0.10%
Coforge Limited
IT - Software
0.09%0.24%0.09%
Bank of Baroda
Banks
0.07%0.35%0.07%
Nestle India Limited
Food Products
0.07%0.05%0.05%
Coal India Limited
Consumable Fuels
0.05%0.08%0.05%
Titagarh Rail Systems Limited
Industrial Manufacturing
0.05%0.09%0.05%
Power Grid Corporation of India Limited
Power
0.02%0.01%0.01%
Supreme Industries Limited
Industrial Products
0.00%0.00%0.00%

Unique to Axis Children’s

All top holdings are shared with the other fund.

Unique to Axis Retirement Fund - Dynamic

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
15.0% (7)
Petroleum Products
5.4% (2)
IT - Software
4.4% (5)
Finance
4.4% (5)
Construction
3.0% (1)
Healthcare Services
2.9% (3)
Pharmaceuticals & Biotechnology
2.6% (4)
Automobiles
2.4% (2)
Auto Components
2.3% (4)
Telecom - Services
2.2% (1)
Electrical Equipment
2.1% (4)
Power
1.9% (3)
Consumer Durables
1.9% (3)
Insurance
1.6% (2)
Retailing
1.4% (3)
Realty
1.2% (3)
Aerospace & Defense
1.1% (2)
Food Products
0.8% (2)
Industrial Manufacturing
0.8% (3)
Agricultural, Commercial & Construction Vehicles
0.8% (1)
Household Products
0.7% (1)
Diversified FMCG
0.7% (2)
Beverages
0.7% (1)
Transport Services
0.6% (1)
Fertilizers & Agrochemicals
0.6% (1)
Ferrous Metals
0.5% (1)
Chemicals & Petrochemicals
0.5% (1)
Commercial Services & Supplies
0.4% (1)
Leisure Services
0.2% (1)
Non - Ferrous Metals
0.2% (1)
Oil
0.1% (1)
Consumable Fuels
0.1% (1)
Industrial Products
0.0% (1)

More comparisons for Axis Children’s

More comparisons for Axis Retirement Fund - Dynamic

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