Axis ELSS Tax Saver Fund vs EDELWEISS LARGE CAP FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

56.7%High Overlap

41 common stocksRank #6126 / 20,000

Investor takeaway: At 56.7% 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)

Stock	Wt% in Axis ELSS Tax Saver	Wt% in EDELWEISS LARGE CAP	Overlap
ICICI Bank Limited Banks	7.31%	6.63%	6.63%
HDFC Bank Limited Banks	6.54%	7.59%	6.54%
Bharti Airtel Limited Telecom - Services	3.71%	3.61%	3.61%
Bajaj Finance Limited Finance	3.34%	3.30%	3.30%
State Bank of India Banks	2.99%	3.98%	2.99%
Larsen & Toubro Limited Construction	2.97%	4.35%	2.97%
Reliance Industries Limited Petroleum Products	2.82%	5.51%	2.82%
Infosys Limited IT - Software	3.38%	2.78%	2.78%
Mahindra & Mahindra Limited Automobiles	2.61%	3.22%	2.61%
UltraTech Cement Limited Cement & Cement Products	2.20%	1.81%	1.81%
Axis Bank Limited Banks	1.65%	2.53%	1.65%
Titan Company Limited Consumer Durables	1.34%	2.09%	1.34%
HDFC Life Insurance Company Limited Insurance	1.22%	1.45%	1.22%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	1.23%	1.18%	1.18%
Tata Consultancy Services Limited IT - Software	1.67%	1.11%	1.11%
Pidilite Industries Limited Chemicals & Petrochemicals	2.25%	1.03%	1.03%
TVS Motor Company Limited Automobiles	1.17%	0.90%	0.90%
Hindustan Unilever Limited Diversified FMCG	1.02%	0.90%	0.90%
Apollo Hospitals Enterprise Limited Healthcare Services	0.87%	1.81%	0.87%
InterGlobe Aviation Limited Transport Services	1.16%	0.83%	0.83%
GE Vernova T&D India Limited Electrical Equipment	0.83%	1.20%	0.83%
Nestle India Limited Food Products	0.75%	0.72%	0.72%
Eternal Limited Retailing	2.15%	0.71%	0.71%
JB Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology	0.67%	0.76%	0.67%
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles	0.91%	0.63%	0.63%
Schaeffler India Limited Auto Components	0.61%	1.03%	0.61%
Tata Steel Limited Ferrous Metals	1.04%	0.57%	0.57%
Power Grid Corporation of India Limited Power	0.51%	0.51%	0.51%
Kotak Mahindra Bank Limited Banks	1.92%	0.49%	0.49%
Cholamandalam Investment and Finance Company Ltd Finance	1.96%	0.47%	0.47%
Vishal Mega Mart Limited Retailing	0.98%	0.47%	0.47%
Fortis Healthcare Limited Healthcare Services	0.74%	0.47%	0.47%
Avenue Supermarts Limited Retailing	0.46%	0.47%	0.46%
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology	0.44%	1.19%	0.44%
Samvardhana Motherson International Limited Auto Components	0.37%	0.62%	0.37%
Godrej Consumer Products Limited Personal Products	0.27%	0.71%	0.27%
Tech Mahindra Limited IT - Software	0.27%	1.04%	0.27%
ITC Limited Diversified FMCG	0.24%	2.12%	0.24%
ICICI Prudential Asset Management Company Limited Capital Markets	0.23%	0.57%	0.23%
UNO Minda Limited Auto Components	0.43%	0.16%	0.16%
Cummins India Limited Industrial Products	1.00%	0.06%	0.06%

Unique to Axis ELSS Tax Saver

All top holdings are shared with the other fund.

Unique to EDELWEISS LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

18.3% (5)

IT - Software

4.2% (3)

Finance

3.8% (2)

Telecom - Services

3.6% (1)

Automobiles

3.5% (2)

Construction

3.0% (1)

Petroleum Products

2.8% (1)

Pharmaceuticals & Biotechnology

2.3% (3)

Cement & Cement Products

1.8% (1)

Retailing

1.6% (3)

Consumer Durables

1.3% (1)

Healthcare Services

1.3% (2)

Insurance

1.2% (1)

Diversified FMCG

1.1% (2)

Auto Components

1.1% (3)

Chemicals & Petrochemicals

1.0% (1)

Transport Services

0.8% (1)

Electrical Equipment

0.8% (1)

Food Products

0.7% (1)

Agricultural, Commercial & Construction Vehicles

0.6% (1)

Ferrous Metals

0.6% (1)

Power

0.5% (1)

Personal Products

0.3% (1)

Capital Markets

0.2% (1)

Industrial Products

0.1% (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 EDELWEISS LARGE CAP

vs SBI BSE 100 ETF65.9% · 50 stocks
vs CANARA ROBECO LARGE CAP65.6% · 40 stocks
vs Axis Nifty 100 Index65.4% · 46 stocks
vs HDFC NIFTY 100 ETF65.4% · 46 stocks
vs Motilal Oswal Nifty 100 ETF65.4% · 46 stocks

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