Axis ELSS Tax Saver Fund vs IB01-Groww Large Cap Fund

Axis vs Groww· Portfolio Overlap Analysis

52.7%High Overlap
25 common stocksRank #7765 / 20,000

Investor takeaway: At 52.7% 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 (25)

StockWt% in Axis ELSS Tax SaverWt% in IB01-Groww Large CapOverlap
ICICI Bank Limited
Banks
7.31%8.30%7.31%
HDFC Bank Limited
Banks
6.54%7.80%6.54%
Bharti Airtel Limited
Telecom - Services
3.71%4.13%3.71%
Bajaj Finance Limited
Finance
3.34%3.32%3.32%
State Bank of India
Banks
2.99%4.64%2.99%
Larsen & Toubro Limited
Construction
2.97%6.74%2.97%
Reliance Industries Limited
Petroleum Products
2.82%4.31%2.82%
Mahindra & Mahindra Limited
Automobiles
2.61%2.60%2.60%
UltraTech Cement Limited
Cement & Cement Products
2.20%2.48%2.20%
Eternal Limited
Retailing
2.15%2.04%2.04%
Infosys Limited
IT - Software
3.38%2.03%2.03%
Cholamandalam Investment and Finance Company Ltd
Finance
1.96%2.45%1.96%
Kotak Mahindra Bank Limited
Banks
1.92%2.47%1.92%
Axis Bank Limited
Banks
1.65%2.61%1.65%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.23%1.54%1.23%
Tata Steel Limited
Ferrous Metals
1.04%1.27%1.04%
Shriram Finance Limited
Finance
1.60%1.03%1.03%
Hindustan Unilever Limited
Diversified FMCG
1.02%1.15%1.02%
Cummins India Limited
Industrial Products
1.00%3.39%1.00%
Apollo Hospitals Enterprise Limited
Healthcare Services
0.87%1.48%0.87%
Max Healthcare Institute Limited
Healthcare Services
0.81%0.93%0.81%
Avenue Supermarts Limited
Retailing
0.46%1.74%0.46%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.44%2.61%0.44%
Samvardhana Motherson International Limited
Auto Components
0.37%1.18%0.37%
Persistent Systems Limited
IT - Software
0.36%0.37%0.36%

Unique to Axis ELSS Tax Saver

  • Pidilite Industries Limited2.25%

Unique to IB01-Groww Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
20.4% (5)
Finance
6.3% (3)
Telecom - Services
3.7% (1)
Construction
3.0% (1)
Petroleum Products
2.8% (1)
Automobiles
2.6% (1)
Retailing
2.5% (2)
IT - Software
2.4% (2)
Cement & Cement Products
2.2% (1)
Healthcare Services
1.7% (2)
Pharmaceuticals & Biotechnology
1.7% (2)
Ferrous Metals
1.0% (1)
Diversified FMCG
1.0% (1)
Industrial Products
1.0% (1)
Auto Components
0.4% (1)

More comparisons for Axis ELSS Tax Saver

More comparisons for IB01-Groww Large Cap

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