Axis ELSS Tax Saver Fund vs Axis ESG Integration Strategy Fund
Axis vs Axis· Portfolio Overlap Analysis
42.5%High Overlap
22 common stocksRank #19590 / 20,000
Investor takeaway: At 42.5% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (22)
| Stock | Wt% in Axis ELSS Tax Saver | Wt% in Axis ESG Integration Strategy | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 6.54% | 7.02% | 6.54% |
ICICI Bank Limited Banks | 7.31% | 6.21% | 6.21% |
Bajaj Finance Limited Finance | 3.34% | 4.09% | 3.34% |
Infosys Limited IT - Software | 3.38% | 3.08% | 3.08% |
State Bank of India Banks | 2.99% | 7.21% | 2.99% |
Reliance Industries Limited Petroleum Products | 2.82% | 3.58% | 2.82% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.96% | 2.01% | 1.96% |
Kotak Mahindra Bank Limited Banks | 1.92% | 2.00% | 1.92% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.67% | 1.92% | 1.67% |
Axis Bank Limited Banks | 1.65% | 3.66% | 1.65% |
Shriram Finance Limited Finance | 1.60% | 1.91% | 1.60% |
Titan Company Limited Consumer Durables | 1.34% | 3.06% | 1.34% |
The Federal Bank Limited Banks | 1.22% | 1.66% | 1.22% |
UltraTech Cement Limited Cement & Cement Products | 2.20% | 1.21% | 1.21% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 0.91% | 2.68% | 0.91% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.87% | 2.55% | 0.87% |
Larsen & Toubro Limited Construction | 2.97% | 0.85% | 0.85% |
Varun Beverages Limited Beverages | 0.73% | 2.09% | 0.73% |
JB Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.67% | 3.14% | 0.67% |
Delhivery Limited Transport Services | 0.34% | 0.39% | 0.34% |
TVS Motor Company Limited Automobiles | 1.17% | 0.30% | 0.30% |
Tech Mahindra Limited IT - Software | 0.27% | 2.11% | 0.27% |
Unique to Axis ELSS Tax Saver
- Bharti Airtel Limited3.71%
- Mahindra & Mahindra Limited2.61%
- Pidilite Industries Limited2.25%
Unique to Axis ESG Integration Strategy
- Gland Pharma Limited4.66%
Sector Overlap Breakdown
Banks20.5% (6)
Finance6.9% (3)
IT - Software3.4% (2)
Petroleum Products2.8% (1)
Electrical Equipment1.7% (1)
Consumer Durables1.3% (1)
Cement & Cement Products1.2% (1)
Agricultural, Commercial & Construction Vehicles0.9% (1)
Healthcare Services0.9% (1)
Construction0.8% (1)
Beverages0.7% (1)
Pharmaceuticals & Biotechnology0.7% (1)
Transport Services0.3% (1)
Automobiles0.3% (1)
More comparisons for Axis ELSS Tax Saver
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More comparisons for Axis ESG Integration Strategy
- vs CANARA ROBECO LARGE CAP46.8% · 22 stocks
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- vs ADITYA BIRLA SUN LIFE LARGE CA44.5% · 23 stocks
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.