Axis ELSS Tax Saver Fund vs Axis Large & Mid Cap Fund

Axis vs Axis· Portfolio Overlap Analysis

56.7%High Overlap

57 common stocksRank #6130 / 20,000

Investor takeaway: At 56.7% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (57)

Stock	Wt% in Axis ELSS Tax Saver	Wt% in Axis Large & Mid Cap	Overlap
HDFC Bank Limited Banks	6.54%	5.46%	5.46%
ICICI Bank Limited Banks	7.31%	4.75%	4.75%
State Bank of India Banks	2.99%	2.95%	2.95%
Reliance Industries Limited Petroleum Products	2.82%	2.51%	2.51%
Torrent Power Limited Power	2.12%	2.42%	2.12%
Larsen & Toubro Limited Construction	2.97%	2.06%	2.06%
Bharti Airtel Limited Telecom - Services	3.71%	1.86%	1.86%
Mahindra & Mahindra Limited Automobiles	2.61%	1.76%	1.76%
Shriram Finance Limited Finance	1.60%	2.11%	1.60%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	2.21%	1.57%	1.57%
Infosys Limited IT - Software	3.38%	1.46%	1.46%
Bajaj Finance Limited Finance	3.34%	1.30%	1.30%
Eternal Limited Retailing	2.15%	1.30%	1.30%
The Federal Bank Limited Banks	1.22%	1.86%	1.22%
Kotak Mahindra Bank Limited Banks	1.92%	1.18%	1.18%
TVS Motor Company Limited Automobiles	1.17%	1.03%	1.03%
UltraTech Cement Limited Cement & Cement Products	2.20%	1.01%	1.01%
Vishal Mega Mart Limited Retailing	0.98%	1.00%	0.98%
Sona BLW Precision Forgings Limited Auto Components	1.03%	0.96%	0.96%
Pidilite Industries Limited Chemicals & Petrochemicals	2.25%	0.95%	0.95%
Mankind Pharma Limited Pharmaceuticals & Biotechnology	0.94%	0.98%	0.94%
The Indian Hotels Company Limited Leisure Services	1.41%	0.88%	0.88%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	1.23%	0.86%	0.86%
Apar Industries Limited Electrical Equipment	0.83%	1.11%	0.83%
GE Vernova T&D India Limited Electrical Equipment	0.83%	1.78%	0.83%
Hyundai Motor India Ltd Automobiles	0.99%	0.74%	0.74%
Fortis Healthcare Limited Healthcare Services	0.74%	1.59%	0.74%
Cholamandalam Investment and Finance Company Ltd Finance	1.96%	0.71%	0.71%
HDFC Life Insurance Company Limited Insurance	1.22%	0.68%	0.68%
Titan Company Limited Consumer Durables	1.34%	0.66%	0.66%
Cummins India Limited Industrial Products	1.00%	0.61%	0.61%
Apollo Hospitals Enterprise Limited Healthcare Services	0.87%	0.61%	0.61%
Schaeffler India Limited Auto Components	0.61%	1.04%	0.61%
CG Power and Industrial Solutions Limited Electrical Equipment	1.67%	0.60%	0.60%
Solar Industries India Limited Chemicals & Petrochemicals	0.59%	1.08%	0.59%
Sundaram Finance Limited Finance	0.55%	0.98%	0.55%
Blue Star Limited Consumer Durables	0.50%	0.99%	0.50%
Varun Beverages Limited Beverages	0.73%	0.48%	0.48%
Bharat Heavy Electricals Limited Electrical Equipment	0.48%	0.91%	0.48%
PB Fintech Limited Financial Technology (Fintech)	0.72%	0.44%	0.44%
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology	0.44%	1.08%	0.44%
UNO Minda Limited Auto Components	0.43%	0.82%	0.43%
Tata Steel Limited Ferrous Metals	1.04%	0.41%	0.41%
Coromandel International Limited Fertilizers & Agrochemicals	0.41%	0.56%	0.41%
InterGlobe Aviation Limited Transport Services	1.16%	0.40%	0.40%
Prestige Estates Projects Limited Realty	0.40%	0.41%	0.40%
Hindustan Unilever Limited Diversified FMCG	1.02%	0.39%	0.39%
Premier Energies Limited Electrical Equipment	0.36%	0.73%	0.36%
The Phoenix Mills Limited Realty	0.33%	0.87%	0.33%
Jyoti CNC Automation Ltd Industrial Manufacturing	0.32%	0.33%	0.32%
Persistent Systems Limited IT - Software	0.36%	0.28%	0.28%
Tech Mahindra Limited IT - Software	0.27%	0.78%	0.27%
Avenue Supermarts Limited Retailing	0.46%	0.26%	0.26%
Dixon Technologies (India) Limited Consumer Durables	0.26%	0.23%	0.23%
LG Electronics India Ltd Consumer Durables	0.36%	0.19%	0.19%
Anthem Biosciences Limited Pharmaceuticals & Biotechnology	0.32%	0.17%	0.17%
Godrej Consumer Products Limited Personal Products	0.27%	0.03%	0.03%

Unique to Axis ELSS Tax Saver

All top holdings are shared with the other fund.

Unique to Axis Large & Mid Cap

Multi Commodity Exchange of India Limited1.84%

Sector Overlap Breakdown

Banks

15.6% (5)

Finance

4.2% (4)

Pharmaceuticals & Biotechnology

4.0% (5)

Automobiles

3.5% (3)

Electrical Equipment

3.1% (5)

Retailing

2.5% (3)

Petroleum Products

2.5% (1)

Power

2.1% (1)

Construction

2.1% (1)

IT - Software

2.0% (3)

Auto Components

2.0% (3)

Telecom - Services

1.9% (1)

Consumer Durables

1.6% (4)

Chemicals & Petrochemicals

1.5% (2)

Healthcare Services

1.4% (2)

Cement & Cement Products

1.0% (1)

Leisure Services

0.9% (1)

Realty

0.7% (2)

Insurance

0.7% (1)

Industrial Products

0.6% (1)

Beverages

0.5% (1)

Financial Technology (Fintech)

0.4% (1)

Ferrous Metals

0.4% (1)

Fertilizers & Agrochemicals

0.4% (1)

Transport Services

0.4% (1)

Diversified FMCG

0.4% (1)

Industrial Manufacturing

0.3% (1)

Personal Products

0.0% (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 Large & Mid Cap

vs Axis Multicap66.2% · 75 stocks
vs Axis Value56.8% · 55 stocks
vs EDELWEISS LARGE & MID CAP52.1% · 50 stocks
vs EDELWEISS FLEXI-CAP52.0% · 47 stocks
vs HDFC Nifty LargeMidcap 250 Ind49.3% · 81 stocks

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