Axis ELSS Tax Saver Fund vs EDELWEISS ELSS TAX SAVER FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

46.3%High Overlap
41 common stocksRank #14180 / 20,000

Investor takeaway: At 46.3% 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 (41)

StockWt% in Axis ELSS Tax SaverWt% in EDELWEISS ELSS TAX SAVEROverlap
HDFC Bank Limited
Banks
6.54%5.05%5.05%
Bharti Airtel Limited
Telecom - Services
3.71%3.59%3.59%
ICICI Bank Limited
Banks
7.31%3.21%3.21%
State Bank of India
Banks
2.99%3.05%2.99%
Larsen & Toubro Limited
Construction
2.97%3.26%2.97%
Reliance Industries Limited
Petroleum Products
2.82%4.91%2.82%
Mahindra & Mahindra Limited
Automobiles
2.61%1.88%1.88%
Infosys Limited
IT - Software
3.38%1.63%1.63%
Shriram Finance Limited
Finance
1.60%1.45%1.45%
Axis Bank Limited
Banks
1.65%1.32%1.32%
UltraTech Cement Limited
Cement & Cement Products
2.20%1.25%1.25%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.23%1.56%1.23%
Kotak Mahindra Bank Limited
Banks
1.92%1.22%1.22%
Cholamandalam Investment and Finance Company Ltd
Finance
1.96%1.16%1.16%
Titan Company Limited
Consumer Durables
1.34%0.93%0.93%
TVS Motor Company Limited
Automobiles
1.17%0.92%0.92%
Tata Consultancy Services Limited
IT - Software
1.67%0.90%0.90%
The Federal Bank Limited
Banks
1.22%0.90%0.90%
Hindustan Unilever Limited
Diversified FMCG
1.02%0.84%0.84%
Max Healthcare Institute Limited
Healthcare Services
0.81%1.01%0.81%
Karur Vysya Bank Limited
Banks
0.77%1.78%0.77%
Tata Steel Limited
Ferrous Metals
1.04%0.75%0.75%
PB Fintech Limited
Financial Technology (Fintech)
0.72%0.89%0.72%
Jindal Steel Limited
Ferrous Metals
0.55%0.70%0.55%
Bajaj Finance Limited
Finance
3.34%0.53%0.53%
Blue Star Limited
Consumer Durables
0.50%0.49%0.49%
Trent Limited
Retailing
0.49%1.35%0.49%
Torrent Power Limited
Power
2.12%0.48%0.48%
Bharat Heavy Electricals Limited
Electrical Equipment
0.48%0.76%0.48%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
2.21%0.47%0.47%
Ather Energy Limited
Automobiles
0.45%1.30%0.45%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.44%1.44%0.44%
CG Power and Industrial Solutions Limited
Electrical Equipment
1.67%0.39%0.39%
Samvardhana Motherson International Limited
Auto Components
0.37%1.29%0.37%
Persistent Systems Limited
IT - Software
0.36%0.88%0.36%
The Phoenix Mills Limited
Realty
0.33%0.32%0.32%
Jyoti CNC Automation Ltd
Industrial Manufacturing
0.32%0.28%0.28%
Tech Mahindra Limited
IT - Software
0.27%1.04%0.27%
ITC Limited
Diversified FMCG
0.24%0.89%0.24%
Dixon Technologies (India) Limited
Consumer Durables
0.26%0.20%0.20%
LG Electronics India Ltd
Consumer Durables
0.36%0.19%0.19%

Unique to Axis ELSS Tax Saver

  • Pidilite Industries Limited2.25%

Unique to EDELWEISS ELSS TAX SAVER

  • Multi Commodity Exchange Of India Ltd.2.38%
  • Bharat Electronics Ltd.2.23%
  • Muthoot Finance Ltd.2.17%
  • BSE Ltd.2.15%

Sector Overlap Breakdown

Banks
15.5% (7)
Telecom - Services
3.6% (1)
Automobiles
3.3% (3)
IT - Software
3.2% (4)
Finance
3.1% (3)
Construction
3.0% (1)
Petroleum Products
2.8% (1)
Pharmaceuticals & Biotechnology
2.1% (3)
Consumer Durables
1.8% (4)
Ferrous Metals
1.3% (2)
Cement & Cement Products
1.3% (1)
Diversified FMCG
1.1% (2)
Electrical Equipment
0.9% (2)
Healthcare Services
0.8% (1)
Financial Technology (Fintech)
0.7% (1)
Retailing
0.5% (1)
Power
0.5% (1)
Auto Components
0.4% (1)
Realty
0.3% (1)
Industrial Manufacturing
0.3% (1)

More comparisons for Axis ELSS Tax Saver

More comparisons for EDELWEISS ELSS TAX SAVER

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