Axis Children’s Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Axis vs Nippon· Portfolio Overlap Analysis
42.5%High Overlap
31 common stocksRank #19623 / 20,000
Investor takeaway: At 42.5% 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 (31)
| Stock | Wt% in Axis Children’s | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 4.99% | 7.08% | 4.99% |
ICICI Bank Limited Banks | 4.77% | 7.59% | 4.77% |
Reliance Industries Limited Petroleum Products | 5.03% | 4.56% | 4.56% |
State Bank of India Banks | 3.53% | 3.99% | 3.53% |
Larsen & Toubro Limited Construction | 3.05% | 3.62% | 3.05% |
Infosys Limited IT - Software | 3.19% | 2.86% | 2.86% |
Mahindra & Mahindra Limited Automobiles | 2.24% | 2.54% | 2.24% |
Bharti Airtel Limited Telecom - Services | 2.19% | 2.69% | 2.19% |
Bajaj Finance Limited Finance | 1.94% | 2.86% | 1.94% |
NTPC Limited Power | 1.69% | 2.93% | 1.69% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.18% | 0.87% | 0.87% |
Titan Company Limited Consumer Durables | 0.86% | 1.38% | 0.86% |
Samvardhana Motherson International Limited Auto Components | 0.85% | 1.89% | 0.85% |
Shriram Finance Limited Finance | 0.78% | 0.78% | 0.78% |
Britannia Industries Limited Food Products | 0.79% | 0.77% | 0.77% |
SBI Life Insurance Company Limited Insurance | 0.66% | 1.95% | 0.66% |
Eternal Limited Retailing | 0.66% | 1.34% | 0.66% |
Varun Beverages Limited Beverages | 0.65% | 1.15% | 0.65% |
Tata Power Company Limited Power | 0.63% | 0.72% | 0.63% |
InterGlobe Aviation Limited Transport Services | 0.63% | 1.54% | 0.63% |
Tech Mahindra Limited IT - Software | 0.58% | 1.84% | 0.58% |
Hindustan Aeronautics Limited Aerospace & Defense | 0.51% | 1.69% | 0.51% |
Cholamandalam Investment and Finance Company Ltd Finance | 0.46% | 0.96% | 0.46% |
Dixon Technologies (India) Limited Consumer Durables | 0.45% | 0.97% | 0.45% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.39% | 1.23% | 0.39% |
Kaynes Technology India Limited Industrial Manufacturing | 0.26% | 0.65% | 0.26% |
Hindalco Industries Limited Non - Ferrous Metals | 0.20% | 0.44% | 0.20% |
Axis Bank Limited Banks | 0.18% | 3.20% | 0.18% |
UltraTech Cement Limited Cement & Cement Products | 0.10% | 1.62% | 0.10% |
Coforge Limited IT - Software | 0.09% | 0.34% | 0.09% |
Nestle India Limited Food Products | 0.07% | 1.11% | 0.07% |
Unique to Axis Children’s
All top holdings are shared with the other fund.
Unique to NIPPON INDIA RETIREMENT FUND -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks13.5% (4)
Petroleum Products5.0% (2)
IT - Software3.5% (3)
Finance3.2% (3)
Construction3.0% (1)
Power2.3% (2)
Automobiles2.2% (1)
Telecom - Services2.2% (1)
Consumer Durables1.3% (2)
Healthcare Services0.9% (1)
Auto Components0.8% (1)
Food Products0.8% (2)
Insurance0.7% (1)
Retailing0.7% (1)
Beverages0.7% (1)
Transport Services0.6% (1)
Aerospace & Defense0.5% (1)
Industrial Manufacturing0.3% (1)
Non - Ferrous Metals0.2% (1)
Cement & Cement Products0.1% (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 NIPPON INDIA RETIREMENT FUND -
- vs CANARA ROBECO LARGE CAP62.5% · 35 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA59.5% · 36 stocks
- vs CANARA ROBECO FLEXICAP58.5% · 36 stocks
- vs Kotak Large Cap57.6% · 25 stocks
- vs Nippon India Flexi Cap57.1% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.