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)
| Stock | Wt% in Axis ELSS Tax Saver | Wt% in IB01-Groww Large Cap | Overlap |
|---|---|---|---|
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
Banks20.4% (5)
Finance6.3% (3)
Telecom - Services3.7% (1)
Construction3.0% (1)
Petroleum Products2.8% (1)
Automobiles2.6% (1)
Retailing2.5% (2)
IT - Software2.4% (2)
Cement & Cement Products2.2% (1)
Healthcare Services1.7% (2)
Pharmaceuticals & Biotechnology1.7% (2)
Ferrous Metals1.0% (1)
Diversified FMCG1.0% (1)
Industrial Products1.0% (1)
Auto Components0.4% (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 IB01-Groww Large Cap
- vs CANARA ROBECO LARGE CAP62.7% · 26 stocks
- vs Axis Large Cap62.6% · 26 stocks
- vs IB03-Groww Aggressive Hybrid62.0% · 32 stocks
- vs Baroda BNP Paribas Nifty 50 In61.4% · 25 stocks
- vs HDFC NIFTY 50 ETF61.3% · 25 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.