Axis ELSS Tax Saver Fund vs Axis Focused Fund
Axis vs Axis· Portfolio Overlap Analysis
52.0%High Overlap
24 common stocksRank #8196 / 20,000
Investor takeaway: At 52.0% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (24)
| Stock | Wt% in Axis ELSS Tax Saver | Wt% in Axis Focused | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.31% | 9.22% | 7.31% |
HDFC Bank Limited Banks | 6.54% | 6.46% | 6.46% |
Bharti Airtel Limited Telecom - Services | 3.71% | 4.37% | 3.71% |
Infosys Limited IT - Software | 3.38% | 3.42% | 3.38% |
Bajaj Finance Limited Finance | 3.34% | 3.65% | 3.34% |
Mahindra & Mahindra Limited Automobiles | 2.61% | 3.22% | 2.61% |
Reliance Industries Limited Petroleum Products | 2.82% | 2.41% | 2.41% |
State Bank of India Banks | 2.99% | 2.25% | 2.25% |
Pidilite Industries Limited Chemicals & Petrochemicals | 2.25% | 3.87% | 2.25% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 2.21% | 5.04% | 2.21% |
Eternal Limited Retailing | 2.15% | 5.13% | 2.15% |
Torrent Power Limited Power | 2.12% | 3.73% | 2.12% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.96% | 4.90% | 1.96% |
Axis Bank Limited Banks | 1.65% | 1.38% | 1.38% |
InterGlobe Aviation Limited Transport Services | 1.16% | 2.93% | 1.16% |
Titan Company Limited Consumer Durables | 1.34% | 1.09% | 1.09% |
Cummins India Limited Industrial Products | 1.00% | 2.60% | 1.00% |
Hyundai Motor India Ltd Automobiles | 0.99% | 2.20% | 0.99% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 0.94% | 2.23% | 0.94% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.87% | 4.62% | 0.87% |
Apar Industries Limited Electrical Equipment | 0.83% | 2.80% | 0.83% |
PB Fintech Limited Financial Technology (Fintech) | 0.72% | 3.13% | 0.72% |
Trent Limited Retailing | 0.49% | 1.18% | 0.49% |
Prestige Estates Projects Limited Realty | 0.40% | 2.78% | 0.40% |
Unique to Axis ELSS Tax Saver
- Larsen & Toubro Limited2.97%
Unique to Axis Focused
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.4% (4)
Finance5.3% (2)
Telecom - Services3.7% (1)
Automobiles3.6% (2)
IT - Software3.4% (1)
Pharmaceuticals & Biotechnology3.1% (2)
Retailing2.6% (2)
Petroleum Products2.4% (1)
Chemicals & Petrochemicals2.3% (1)
Power2.1% (1)
Transport Services1.2% (1)
Consumer Durables1.1% (1)
Industrial Products1.0% (1)
Healthcare Services0.9% (1)
Electrical Equipment0.8% (1)
Financial Technology (Fintech)0.7% (1)
Realty0.4% (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 Focused
- vs Axis Flexi Cap53.8% · 20 stocks
- vs Axis Large Cap48.3% · 20 stocks
- vs CANARA ROBECO FOCUSED46.9% · 14 stocks
- vs CANARA ROBECO LARGE CAP45.8% · 19 stocks
- vs Axis Services Opportunities45.2% · 10 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.