Axis ELSS Tax Saver Fund vs HDFC Large Cap Fund
Axis vs HDFC· Portfolio Overlap Analysis
45.9%High Overlap
26 common stocksRank #14794 / 20,000
Investor takeaway: At 45.9% 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 (26)
| Stock | Wt% in Axis ELSS Tax Saver | Wt% in HDFC Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.31% | 9.50% | 7.31% |
HDFC Bank Limited Banks | 6.54% | 8.58% | 6.54% |
Bharti Airtel Limited Telecom - Services | 3.71% | 5.59% | 3.71% |
Infosys Limited IT - Software | 3.38% | 3.67% | 3.38% |
Reliance Industries Limited Petroleum Products | 2.82% | 4.96% | 2.82% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.96% | 2.26% | 1.96% |
Kotak Mahindra Bank Limited Banks | 1.92% | 5.34% | 1.92% |
State Bank of India Banks | 2.99% | 1.91% | 1.91% |
Eternal Limited Retailing | 2.15% | 1.86% | 1.86% |
Axis Bank Limited Banks | 1.65% | 3.70% | 1.65% |
Larsen & Toubro Limited Construction | 2.97% | 1.40% | 1.40% |
Titan Company Limited Consumer Durables | 1.34% | 4.45% | 1.34% |
InterGlobe Aviation Limited Transport Services | 1.16% | 1.81% | 1.16% |
UltraTech Cement Limited Cement & Cement Products | 2.20% | 1.03% | 1.03% |
Hyundai Motor India Ltd Automobiles | 0.99% | 1.18% | 0.99% |
Vishal Mega Mart Limited Retailing | 0.98% | 1.45% | 0.98% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 0.94% | 1.54% | 0.94% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 0.91% | 2.16% | 0.91% |
Mahindra & Mahindra Limited Automobiles | 2.61% | 0.84% | 0.84% |
Max Healthcare Institute Limited Healthcare Services | 0.81% | 1.37% | 0.81% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.23% | 0.51% | 0.51% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.67% | 0.49% | 0.49% |
Bajaj Finserv Limited Finance | 0.44% | 2.73% | 0.44% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.44% | 3.44% | 0.44% |
Cummins India Limited Industrial Products | 1.00% | 0.28% | 0.28% |
ICICI Prudential Asset Management Company Limited Capital Markets | 0.23% | 1.06% | 0.23% |
Unique to Axis ELSS Tax Saver
- Bajaj Finance Limited3.34%
- Pidilite Industries Limited2.25%
Unique to HDFC Large Cap
- Bajaj Auto Limited3.10%
Sector Overlap Breakdown
Banks19.3% (5)
Telecom - Services3.7% (1)
IT - Software3.4% (1)
Retailing2.8% (2)
Petroleum Products2.8% (1)
Finance2.4% (2)
Pharmaceuticals & Biotechnology1.9% (3)
Automobiles1.8% (2)
Construction1.4% (1)
Consumer Durables1.3% (1)
Transport Services1.2% (1)
Cement & Cement Products1.0% (1)
Agricultural, Commercial & Construction Vehicles0.9% (1)
Healthcare Services0.8% (1)
Electrical Equipment0.5% (1)
Industrial Products0.3% (1)
Capital Markets0.2% (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 HDFC Large Cap
- vs CANARA ROBECO LARGE CAP58.8% · 31 stocks
- vs HDFC NIFTY 50 ETF55.5% · 26 stocks
- vs HDFC Nifty 50 Index55.5% · 26 stocks
- vs ICICI Prudential Nifty 50 ETF55.5% · 26 stocks
- vs Mirae Asset Nifty 50 ETF55.5% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.