Axis ELSS Tax Saver Fund vs EDELWEISS FLEXI-CAP FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

52.4%High Overlap
41 common stocksRank #7902 / 20,000

Investor takeaway: At 52.4% 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 FLEXI-CAPOverlap
HDFC Bank Limited
Banks
6.54%6.07%6.07%
ICICI Bank Limited
Banks
7.31%4.84%4.84%
State Bank of India
Banks
2.99%3.48%2.99%
Larsen & Toubro Limited
Construction
2.97%3.23%2.97%
Reliance Industries Limited
Petroleum Products
2.82%3.46%2.82%
Bharti Airtel Limited
Telecom - Services
3.71%2.20%2.20%
Infosys Limited
IT - Software
3.38%2.16%2.16%
UltraTech Cement Limited
Cement & Cement Products
2.20%2.12%2.12%
Bajaj Finance Limited
Finance
3.34%1.97%1.97%
Mahindra & Mahindra Limited
Automobiles
2.61%1.84%1.84%
Shriram Finance Limited
Finance
1.60%1.75%1.60%
Kotak Mahindra Bank Limited
Banks
1.92%1.52%1.52%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
2.21%1.49%1.49%
Titan Company Limited
Consumer Durables
1.34%1.71%1.34%
TVS Motor Company Limited
Automobiles
1.17%1.07%1.07%
Tata Steel Limited
Ferrous Metals
1.04%2.62%1.04%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.23%1.02%1.02%
Hindustan Unilever Limited
Diversified FMCG
1.02%0.99%0.99%
Vishal Mega Mart Limited
Retailing
0.98%0.93%0.93%
Axis Bank Limited
Banks
1.65%0.87%0.87%
Max Healthcare Institute Limited
Healthcare Services
0.81%1.02%0.81%
The Indian Hotels Company Limited
Leisure Services
1.41%0.78%0.78%
Eternal Limited
Retailing
2.15%0.77%0.77%
Karur Vysya Bank Limited
Banks
0.77%1.06%0.77%
Cholamandalam Investment and Finance Company Ltd
Finance
1.96%0.74%0.74%
Fortis Healthcare Limited
Healthcare Services
0.74%1.52%0.74%
GE Vernova T&D India Limited
Electrical Equipment
0.83%0.67%0.67%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.91%0.65%0.65%
CG Power and Industrial Solutions Limited
Electrical Equipment
1.67%0.60%0.60%
PB Fintech Limited
Financial Technology (Fintech)
0.72%0.51%0.51%
Navin Fluorine International Limited
Chemicals & Petrochemicals
0.71%0.47%0.47%
UNO Minda Limited
Auto Components
0.43%0.70%0.43%
Sundaram Finance Limited
Finance
0.55%0.40%0.40%
LG Electronics India Ltd
Consumer Durables
0.36%1.04%0.36%
Persistent Systems Limited
IT - Software
0.36%0.68%0.36%
Cummins India Limited
Industrial Products
1.00%0.34%0.34%
The Phoenix Mills Limited
Realty
0.33%0.94%0.33%
Tech Mahindra Limited
IT - Software
0.27%0.56%0.27%
Prestige Estates Projects Limited
Realty
0.40%0.26%0.26%
ICICI Prudential Asset Management Company Limited
Capital Markets
0.23%0.38%0.23%
Dixon Technologies (India) Limited
Consumer Durables
0.26%0.08%0.08%

Unique to Axis ELSS Tax Saver

  • Pidilite Industries Limited2.25%

Unique to EDELWEISS FLEXI-CAP

  • NTPC Ltd.3.40%

Sector Overlap Breakdown

Banks
17.1% (6)
Finance
4.7% (4)
Construction
3.0% (1)
Automobiles
2.9% (2)
Petroleum Products
2.8% (1)
IT - Software
2.8% (3)
Pharmaceuticals & Biotechnology
2.5% (2)
Telecom - Services
2.2% (1)
Cement & Cement Products
2.1% (1)
Consumer Durables
1.8% (3)
Retailing
1.7% (2)
Healthcare Services
1.6% (2)
Electrical Equipment
1.3% (2)
Ferrous Metals
1.0% (1)
Diversified FMCG
1.0% (1)
Leisure Services
0.8% (1)
Agricultural, Commercial & Construction Vehicles
0.7% (1)
Realty
0.6% (2)
Financial Technology (Fintech)
0.5% (1)
Chemicals & Petrochemicals
0.5% (1)
Auto Components
0.4% (1)
Industrial Products
0.3% (1)
Capital Markets
0.2% (1)

More comparisons for Axis ELSS Tax Saver

More comparisons for EDELWEISS FLEXI-CAP

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