Axis ELSS Tax Saver Fund vs Axis Flexi Cap Fund
Axis vs Axis· Portfolio Overlap Analysis
52.3%High Overlap
31 common stocksRank #7964 / 20,000
Investor takeaway: At 52.3% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (31)
| Stock | Wt% in Axis ELSS Tax Saver | Wt% in Axis Flexi Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.31% | 9.31% | 7.31% |
HDFC Bank Limited Banks | 6.54% | 5.85% | 5.85% |
Bharti Airtel Limited Telecom - Services | 3.71% | 4.33% | 3.71% |
Bajaj Finance Limited Finance | 3.34% | 3.43% | 3.34% |
Infosys Limited IT - Software | 3.38% | 3.04% | 3.04% |
Mahindra & Mahindra Limited Automobiles | 2.61% | 3.18% | 2.61% |
UltraTech Cement Limited Cement & Cement Products | 2.20% | 3.14% | 2.20% |
Eternal Limited Retailing | 2.15% | 3.18% | 2.15% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.96% | 2.18% | 1.96% |
State Bank of India Banks | 2.99% | 1.94% | 1.94% |
Torrent Power Limited Power | 2.12% | 1.61% | 1.61% |
Axis Bank Limited Banks | 1.65% | 1.55% | 1.55% |
The Indian Hotels Company Limited Leisure Services | 1.41% | 1.48% | 1.41% |
Titan Company Limited Consumer Durables | 1.34% | 1.22% | 1.22% |
The Federal Bank Limited Banks | 1.22% | 1.63% | 1.22% |
TVS Motor Company Limited Automobiles | 1.17% | 1.55% | 1.17% |
InterGlobe Aviation Limited Transport Services | 1.16% | 2.04% | 1.16% |
Cummins India Limited Industrial Products | 1.00% | 1.32% | 1.00% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 0.94% | 1.88% | 0.94% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 0.91% | 1.18% | 0.91% |
Apar Industries Limited Electrical Equipment | 0.83% | 2.61% | 0.83% |
GE Vernova T&D India Limited Electrical Equipment | 0.83% | 1.62% | 0.83% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.67% | 0.78% | 0.78% |
PB Fintech Limited Financial Technology (Fintech) | 0.72% | 1.64% | 0.72% |
Navin Fluorine International Limited Chemicals & Petrochemicals | 0.71% | 1.02% | 0.71% |
Solar Industries India Limited Chemicals & Petrochemicals | 0.59% | 1.00% | 0.59% |
Trent Limited Retailing | 0.49% | 1.38% | 0.49% |
Prestige Estates Projects Limited Realty | 0.40% | 1.80% | 0.40% |
Samvardhana Motherson International Limited Auto Components | 0.37% | 1.39% | 0.37% |
Dixon Technologies (India) Limited Consumer Durables | 0.26% | 0.50% | 0.26% |
Meesho Ltd Retailing | 0.04% | 0.01% | 0.01% |
Unique to Axis ELSS Tax Saver
- Larsen & Toubro Limited2.97%
- Reliance Industries Limited2.82%
- Pidilite Industries Limited2.25%
Unique to Axis Flexi Cap
- Bharat Electronics Limited4.07%
- Krishna Institute Of Medical Sciences Limited3.15%
Sector Overlap Breakdown
Banks17.9% (5)
Finance5.3% (2)
Automobiles3.8% (2)
Telecom - Services3.7% (1)
IT - Software3.0% (1)
Retailing2.6% (3)
Electrical Equipment2.4% (3)
Cement & Cement Products2.2% (1)
Power1.6% (1)
Consumer Durables1.5% (2)
Leisure Services1.4% (1)
Chemicals & Petrochemicals1.3% (2)
Transport Services1.2% (1)
Industrial Products1.0% (1)
Pharmaceuticals & Biotechnology0.9% (1)
Agricultural, Commercial & Construction Vehicles0.9% (1)
Financial Technology (Fintech)0.7% (1)
Realty0.4% (1)
Auto Components0.4% (1)
More comparisons for Axis ELSS Tax Saver
- vs CANARA ROBECO LARGE CAP63.5% · 40 stocks
- vs Axis Large Cap63.3% · 40 stocks
- vs CANARA ROBECO FLEXICAP60.7% · 43 stocks
- vs Parag Parikh Large Cap58.1% · 45 stocks
- vs HDFC NIFTY 100 ETF58.1% · 45 stocks
More comparisons for Axis Flexi Cap
- vs Axis Focused53.8% · 20 stocks
- vs CANARA ROBECO FOCUSED49.8% · 17 stocks
- vs CANARA ROBECO FLEXICAP49.4% · 28 stocks
- vs Axis Large Cap48.9% · 24 stocks
- vs CANARA ROBECO LARGE CAP47.7% · 23 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.