Axis ELSS Tax Saver Fund vs Kotak Dividend Yield Fund
Axis vs Kotak· Portfolio Overlap Analysis
46.4%High Overlap
25 common stocksRank #14046 / 20,000
Investor takeaway: At 46.4% 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 Kotak Dividend Yield | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 6.54% | 6.31% | 6.31% |
ICICI Bank Limited Banks | 7.31% | 5.42% | 5.42% |
Bharti Airtel Limited Telecom - Services | 3.71% | 3.46% | 3.46% |
State Bank of India Banks | 2.99% | 3.88% | 2.99% |
Larsen & Toubro Limited Construction | 2.97% | 3.02% | 2.97% |
Reliance Industries Limited Petroleum Products | 2.82% | 3.32% | 2.82% |
UltraTech Cement Limited Cement & Cement Products | 2.20% | 2.40% | 2.20% |
Infosys Limited IT - Software | 3.38% | 1.96% | 1.96% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.96% | 1.96% | 1.96% |
Tata Consultancy Services Limited IT - Software | 1.67% | 1.88% | 1.67% |
Axis Bank Limited Banks | 1.65% | 2.52% | 1.65% |
Shriram Finance Limited Finance | 1.60% | 2.00% | 1.60% |
Bajaj Finance Limited Finance | 3.34% | 1.48% | 1.48% |
Titan Company Limited Consumer Durables | 1.34% | 1.96% | 1.34% |
Mahindra & Mahindra Limited Automobiles | 2.61% | 1.27% | 1.27% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.23% | 2.04% | 1.23% |
TVS Motor Company Limited Automobiles | 1.17% | 2.27% | 1.17% |
Tata Steel Limited Ferrous Metals | 1.04% | 1.54% | 1.04% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.87% | 2.09% | 0.87% |
Max Healthcare Institute Limited Healthcare Services | 0.81% | 2.54% | 0.81% |
Solar Industries India Limited Chemicals & Petrochemicals | 0.59% | 1.04% | 0.59% |
Power Grid Corporation of India Limited Power | 0.51% | 2.03% | 0.51% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.44% | 0.98% | 0.44% |
Persistent Systems Limited IT - Software | 0.36% | 1.28% | 0.36% |
Tech Mahindra Limited IT - Software | 0.27% | 1.28% | 0.27% |
Unique to Axis ELSS Tax Saver
- Pidilite Industries Limited2.25%
Unique to Kotak Dividend Yield
- NTPC LTD2.90%
- Maruti Suzuki India Limited2.53%
Sector Overlap Breakdown
Banks16.4% (4)
Finance5.0% (3)
IT - Software4.3% (4)
Telecom - Services3.5% (1)
Construction3.0% (1)
Petroleum Products2.8% (1)
Automobiles2.4% (2)
Cement & Cement Products2.2% (1)
Healthcare Services1.7% (2)
Pharmaceuticals & Biotechnology1.7% (2)
Consumer Durables1.3% (1)
Ferrous Metals1.0% (1)
Chemicals & Petrochemicals0.6% (1)
Power0.5% (1)
More comparisons for Axis ELSS Tax Saver
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More comparisons for Kotak Dividend Yield
- vs Kotak Large Cap57.6% · 29 stocks
- vs CANARA ROBECO LARGE CAP53.8% · 28 stocks
- vs EDELWEISS LARGE CAP53.4% · 30 stocks
- vs SBI BSE 100 ETF52.7% · 35 stocks
- vs PGIM INDIA LARGE CAP52.5% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.