Axis Children’s Fund vs EDELWEISS LARGE CAP FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

47.6%High Overlap
43 common stocksRank #12579 / 20,000

Investor takeaway: At 47.6% 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 (43)

StockWt% in Axis Children’sWt% in EDELWEISS LARGE CAPOverlap
Reliance Industries Limited
Petroleum Products
5.03%5.51%5.03%
HDFC Bank Limited
Banks
4.99%7.59%4.99%
ICICI Bank Limited
Banks
4.77%6.63%4.77%
State Bank of India
Banks
3.53%3.98%3.53%
Larsen & Toubro Limited
Construction
3.05%4.35%3.05%
Infosys Limited
IT - Software
3.19%2.78%2.78%
Mahindra & Mahindra Limited
Automobiles
2.24%3.22%2.24%
Bharti Airtel Limited
Telecom - Services
2.19%3.61%2.19%
Bajaj Finance Limited
Finance
1.94%3.30%1.94%
NTPC Limited
Power
1.69%2.23%1.69%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.18%1.81%1.18%
HDFC Life Insurance Company Limited
Insurance
0.93%1.45%0.93%
Titan Company Limited
Consumer Durables
0.86%2.09%0.86%
Tata Consultancy Services Limited
IT - Software
0.80%1.11%0.80%
GE Vernova T&D India Limited
Electrical Equipment
0.71%1.20%0.71%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.70%1.18%0.70%
JB Chemicals & Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.69%0.76%0.69%
Britannia Industries Limited
Food Products
0.79%0.68%0.68%
SBI Life Insurance Company Limited
Insurance
0.66%0.76%0.66%
Eternal Limited
Retailing
0.66%0.71%0.66%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.75%0.63%0.63%
InterGlobe Aviation Limited
Transport Services
0.63%0.83%0.63%
Samvardhana Motherson International Limited
Auto Components
0.85%0.62%0.62%
Tech Mahindra Limited
IT - Software
0.58%1.04%0.58%
Kotak Mahindra Bank Limited
Banks
1.33%0.49%0.49%
Tata Steel Limited
Ferrous Metals
0.49%0.57%0.49%
Pidilite Industries Limited
Chemicals & Petrochemicals
0.48%1.03%0.48%
Fortis Healthcare Limited
Healthcare Services
1.26%0.47%0.47%
Cholamandalam Investment and Finance Company Ltd
Finance
0.46%0.47%0.46%
Bharat Petroleum Corporation Limited
Petroleum Products
0.39%0.63%0.39%
Hindustan Unilever Limited
Diversified FMCG
0.35%0.90%0.35%
ITC Limited
Diversified FMCG
0.31%2.12%0.31%
Avenue Supermarts Limited
Retailing
0.28%0.47%0.28%
Schaeffler India Limited
Auto Components
0.27%1.03%0.27%
Mphasis Limited
IT - Software
0.24%0.63%0.24%
Hindalco Industries Limited
Non - Ferrous Metals
0.20%0.75%0.20%
Axis Bank Limited
Banks
0.18%2.53%0.18%
HCL Technologies Limited
IT - Software
0.11%0.42%0.11%
Oil & Natural Gas Corporation Limited
Oil
0.10%0.65%0.10%
UltraTech Cement Limited
Cement & Cement Products
0.10%1.81%0.10%
Nestle India Limited
Food Products
0.07%0.72%0.07%
Bank of Baroda
Banks
0.07%1.29%0.07%
Power Grid Corporation of India Limited
Power
0.02%0.51%0.02%

Unique to Axis Children’s

All top holdings are shared with the other fund.

Unique to EDELWEISS LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
14.0% (6)
Petroleum Products
5.4% (2)
IT - Software
4.5% (5)
Construction
3.0% (1)
Finance
2.4% (2)
Automobiles
2.2% (1)
Telecom - Services
2.2% (1)
Power
1.7% (2)
Healthcare Services
1.6% (2)
Insurance
1.6% (2)
Pharmaceuticals & Biotechnology
1.4% (2)
Retailing
0.9% (2)
Auto Components
0.9% (2)
Consumer Durables
0.9% (1)
Food Products
0.8% (2)
Electrical Equipment
0.7% (1)
Diversified FMCG
0.7% (2)
Agricultural, Commercial & Construction Vehicles
0.6% (1)
Transport Services
0.6% (1)
Ferrous Metals
0.5% (1)
Chemicals & Petrochemicals
0.5% (1)
Non - Ferrous Metals
0.2% (1)
Oil
0.1% (1)
Cement & Cement Products
0.1% (1)

More comparisons for Axis Children’s

More comparisons for EDELWEISS LARGE CAP

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