Axis ELSS Tax Saver Fund vs Bajaj Finserv Large Cap Fund
Axis vs Bajaj· Portfolio Overlap Analysis
48.2%High Overlap
22 common stocksRank #11976 / 20,000
Investor takeaway: At 48.2% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (22)
| Stock | Wt% in Axis ELSS Tax Saver | Wt% in Bajaj Finserv Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.31% | 7.21% | 7.21% |
HDFC Bank Limited Banks | 6.54% | 7.48% | 6.54% |
State Bank of India Banks | 2.99% | 4.42% | 2.99% |
Larsen & Toubro Limited Construction | 2.97% | 3.94% | 2.97% |
Reliance Industries Limited Petroleum Products | 2.82% | 4.95% | 2.82% |
Infosys Limited IT - Software | 3.38% | 2.58% | 2.58% |
Mahindra & Mahindra Limited Automobiles | 2.61% | 2.58% | 2.58% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 2.21% | 4.27% | 2.21% |
UltraTech Cement Limited Cement & Cement Products | 2.20% | 4.11% | 2.20% |
Eternal Limited Retailing | 2.15% | 2.04% | 2.04% |
Kotak Mahindra Bank Limited Banks | 1.92% | 2.99% | 1.92% |
Bharti Airtel Limited Telecom - Services | 3.71% | 1.87% | 1.87% |
Axis Bank Limited Banks | 1.65% | 2.25% | 1.65% |
Shriram Finance Limited Finance | 1.60% | 2.52% | 1.60% |
Titan Company Limited Consumer Durables | 1.34% | 3.17% | 1.34% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.23% | 3.88% | 1.23% |
TVS Motor Company Limited Automobiles | 1.17% | 3.06% | 1.17% |
Tata Steel Limited Ferrous Metals | 1.04% | 2.50% | 1.04% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.87% | 3.75% | 0.87% |
Nestle India Limited Food Products | 0.75% | 3.42% | 0.75% |
LG Electronics India Ltd Consumer Durables | 0.36% | 3.82% | 0.36% |
Godrej Consumer Products Limited Personal Products | 0.27% | 2.54% | 0.27% |
Unique to Axis ELSS Tax Saver
- Bajaj Finance Limited3.34%
- Pidilite Industries Limited2.25%
Unique to Bajaj Finserv Large Cap
- NTPC Limited4.49%
Sector Overlap Breakdown
Banks20.3% (5)
Automobiles3.8% (2)
Pharmaceuticals & Biotechnology3.4% (2)
Construction3.0% (1)
Petroleum Products2.8% (1)
IT - Software2.6% (1)
Cement & Cement Products2.2% (1)
Retailing2.0% (1)
Telecom - Services1.9% (1)
Consumer Durables1.7% (2)
Finance1.6% (1)
Ferrous Metals1.0% (1)
Healthcare Services0.9% (1)
Food Products0.8% (1)
Personal Products0.3% (1)
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More comparisons for Bajaj Finserv Large Cap
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.