Axis ELSS Tax Saver Fund vs ET

Axis vs Canara Robeco· Portfolio Overlap Analysis

57.0%High Overlap
41 common stocksRank #6050 / 20,000

Investor takeaway: At 57.0% 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 ETOverlap
ICICI Bank Limited
Banks
7.31%6.76%6.76%
HDFC Bank Limited
Banks
6.54%7.19%6.54%
Infosys Limited
IT - Software
3.38%3.22%3.22%
Bharti Airtel Limited
Telecom - Services
3.71%3.12%3.12%
State Bank of India
Banks
2.99%3.78%2.99%
Larsen & Toubro Limited
Construction
2.97%3.42%2.97%
Reliance Industries Limited
Petroleum Products
2.82%3.98%2.82%
Bajaj Finance Limited
Finance
3.34%2.64%2.64%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
2.21%1.82%1.82%
UltraTech Cement Limited
Cement & Cement Products
2.20%1.76%1.76%
Axis Bank Limited
Banks
1.65%2.76%1.65%
Eternal Limited
Retailing
2.15%1.63%1.63%
CG Power and Industrial Solutions Limited
Electrical Equipment
1.67%1.35%1.35%
Mahindra & Mahindra Limited
Automobiles
2.61%1.24%1.24%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.23%1.18%1.18%
TVS Motor Company Limited
Automobiles
1.17%1.47%1.17%
InterGlobe Aviation Limited
Transport Services
1.16%1.44%1.16%
Titan Company Limited
Consumer Durables
1.34%1.14%1.14%
Cummins India Limited
Industrial Products
1.00%1.09%1.00%
Tata Consultancy Services Limited
IT - Software
1.67%0.86%0.86%
HDFC Life Insurance Company Limited
Insurance
1.22%0.85%0.85%
GE Vernova T&D India Limited
Electrical Equipment
0.83%2.31%0.83%
Cholamandalam Investment and Finance Company Ltd
Finance
1.96%0.75%0.75%
Varun Beverages Limited
Beverages
0.73%1.09%0.73%
Max Healthcare Institute Limited
Healthcare Services
0.81%0.70%0.70%
JB Chemicals & Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.67%1.34%0.67%
Vishal Mega Mart Limited
Retailing
0.98%0.62%0.62%
Schaeffler India Limited
Auto Components
0.61%1.13%0.61%
Solar Industries India Limited
Chemicals & Petrochemicals
0.59%0.70%0.59%
Karur Vysya Bank Limited
Banks
0.77%0.53%0.53%
Trent Limited
Retailing
0.49%0.48%0.48%
UNO Minda Limited
Auto Components
0.43%0.97%0.43%
Samvardhana Motherson International Limited
Auto Components
0.37%1.82%0.37%
The Phoenix Mills Limited
Realty
0.33%0.90%0.33%
The Indian Hotels Company Limited
Leisure Services
1.41%0.27%0.27%
Godrej Consumer Products Limited
Personal Products
0.27%0.94%0.27%
Tech Mahindra Limited
IT - Software
0.27%0.70%0.27%
ITC Limited
Diversified FMCG
0.24%1.11%0.24%
Info Edge (India) Limited
Retailing
0.23%0.68%0.23%
ICICI Prudential Asset Management Company Limited
Capital Markets
0.23%0.61%0.23%
Crompton Greaves Consumer Electricals Limited
Consumer Durables
0.01%0.63%0.01%

Unique to Axis ELSS Tax Saver

  • Pidilite Industries Limited2.25%

Unique to ET

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
18.5% (5)
IT - Software
4.3% (3)
Pharmaceuticals & Biotechnology
3.7% (3)
Finance
3.4% (2)
Telecom - Services
3.1% (1)
Construction
3.0% (1)
Retailing
3.0% (4)
Petroleum Products
2.8% (1)
Automobiles
2.4% (2)
Electrical Equipment
2.2% (2)
Cement & Cement Products
1.8% (1)
Auto Components
1.4% (3)
Transport Services
1.2% (1)
Consumer Durables
1.1% (2)
Industrial Products
1.0% (1)
Insurance
0.8% (1)
Beverages
0.7% (1)
Healthcare Services
0.7% (1)
Chemicals & Petrochemicals
0.6% (1)
Realty
0.3% (1)
Leisure Services
0.3% (1)
Personal Products
0.3% (1)
Diversified FMCG
0.2% (1)
Capital Markets
0.2% (1)

More comparisons for Axis ELSS Tax Saver

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