Axis Consumption Fund vs EDELWEISS CONSUMPTION FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

61.5%High Overlap
33 common stocksRank #4831 / 5,000

Investor takeaway: These funds overlap 61.5%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (33)

StockWt% in Axis ConsumptionWt% in EDELWEISS CONSUMPTIONOverlap
Mahindra & Mahindra Limited
Automobiles
8.31%8.23%8.23%
Titan Company Limited
Consumer Durables
5.54%5.37%5.37%
Maruti Suzuki India Limited
Automobiles
5.39%5.22%5.22%
Bharti Airtel Limited
Telecom - Services
9.06%5.11%5.11%
Hindustan Unilever Limited
Diversified FMCG
5.41%4.52%4.52%
Eternal Limited
Retailing
5.51%3.51%3.51%
Eicher Motors Limited
Automobiles
3.65%2.98%2.98%
Britannia Industries Limited
Food Products
2.85%2.27%2.27%
Asian Paints Limited
Consumer Durables
2.20%2.79%2.20%
Tata Consumer Products Limited
Agricultural Food & other Products
2.13%2.53%2.13%
Nestle India Limited
Food Products
2.52%2.03%2.03%
ITC Limited
Diversified FMCG
2.03%3.93%2.03%
Hero MotoCorp Limited
Automobiles
1.57%1.86%1.57%
Pidilite Industries Limited
Chemicals & Petrochemicals
1.30%2.91%1.30%
Varun Beverages Limited
Beverages
2.34%1.29%1.29%
Avenue Supermarts Limited
Retailing
1.16%1.42%1.16%
Vishal Mega Mart Limited
Retailing
1.10%1.44%1.10%
Godrej Consumer Products Limited
Personal Products
1.04%1.71%1.04%
Trent Limited
Retailing
1.00%1.01%1.00%
The Indian Hotels Company Limited
Leisure Services
1.72%0.97%0.97%
Tata Power Company Limited
Power
1.39%0.92%0.92%
Blue Star Limited
Consumer Durables
0.76%1.42%0.76%
Marico Limited
Agricultural Food & other Products
0.64%1.86%0.64%
Delhivery Limited
Transport Services
0.63%1.65%0.63%
Fortis Healthcare Limited
Healthcare Services
0.62%1.04%0.62%
Dabur India Limited
Personal Products
0.84%0.51%0.51%
Jubilant Foodworks Limited
Leisure Services
0.51%0.91%0.51%
Lenskart Solutions Limited
Retailing
0.50%1.32%0.50%
Swiggy Limited
Retailing
0.48%1.49%0.48%
Devyani International Limited
Leisure Services
0.36%0.54%0.36%
Page Industries Limited
Textiles & Apparels
0.36%1.77%0.36%
LG Electronics India Ltd
Consumer Durables
0.21%2.24%0.21%
Kwality Walls (India) Limited
Food Products
0.00%0.04%0.00%

Unique to Axis Consumption

  • TVS Motor Company Limited3.54%
  • Apollo Hospitals Enterprise Limited2.76%

Unique to EDELWEISS CONSUMPTION

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Automobiles
18.0% (4)
Consumer Durables
8.5% (4)
Retailing
7.8% (6)
Diversified FMCG
6.5% (2)
Telecom - Services
5.1% (1)
Food Products
4.3% (3)
Agricultural Food & other Products
2.8% (2)
Leisure Services
1.8% (3)
Personal Products
1.6% (2)
Chemicals & Petrochemicals
1.3% (1)
Beverages
1.3% (1)
Power
0.9% (1)
Transport Services
0.6% (1)
Healthcare Services
0.6% (1)
Textiles & Apparels
0.4% (1)

More comparisons for Axis Consumption

More comparisons for EDELWEISS CONSUMPTION

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