Axis ELSS Tax Saver Fund vs Kotak ELSS Tax Saver Fund
Axis vs Kotak· Portfolio Overlap Analysis
44.4%High Overlap
23 common stocksRank #17060 / 20,000
Investor takeaway: At 44.4% 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 (23)
| Stock | Wt% in Axis ELSS Tax Saver | Wt% in Kotak ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 6.54% | 8.38% | 6.54% |
ICICI Bank Limited Banks | 7.31% | 4.99% | 4.99% |
Bharti Airtel Limited Telecom - Services | 3.71% | 3.60% | 3.60% |
State Bank of India Banks | 2.99% | 5.96% | 2.99% |
Infosys Limited IT - Software | 3.38% | 2.82% | 2.82% |
Larsen & Toubro Limited Construction | 2.97% | 2.60% | 2.60% |
Bajaj Finance Limited Finance | 3.34% | 2.47% | 2.47% |
Eternal Limited Retailing | 2.15% | 2.33% | 2.15% |
UltraTech Cement Limited Cement & Cement Products | 2.20% | 1.90% | 1.90% |
Mahindra & Mahindra Limited Automobiles | 2.61% | 1.87% | 1.87% |
Reliance Industries Limited Petroleum Products | 2.82% | 1.80% | 1.80% |
Axis Bank Limited Banks | 1.65% | 2.18% | 1.65% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 2.21% | 1.50% | 1.50% |
Kotak Mahindra Bank Limited Banks | 1.92% | 1.47% | 1.47% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.23% | 2.05% | 1.23% |
InterGlobe Aviation Limited Transport Services | 1.16% | 1.71% | 1.16% |
TVS Motor Company Limited Automobiles | 1.17% | 1.07% | 1.07% |
Solar Industries India Limited Chemicals & Petrochemicals | 0.59% | 1.27% | 0.59% |
Jindal Steel Limited Ferrous Metals | 0.55% | 1.96% | 0.55% |
Power Grid Corporation of India Limited Power | 0.51% | 1.46% | 0.51% |
Coromandel International Limited Fertilizers & Agrochemicals | 0.41% | 1.01% | 0.41% |
Tech Mahindra Limited IT - Software | 0.27% | 2.88% | 0.27% |
ICICI Prudential Asset Management Company Limited Capital Markets | 0.23% | 0.60% | 0.23% |
Unique to Axis ELSS Tax Saver
- Pidilite Industries Limited2.25%
Unique to Kotak ELSS Tax Saver
- NTPC LTD2.81%
- Hero MotoCorp Ltd.2.70%
- Britannia Industries Ltd.2.69%
Sector Overlap Breakdown
Banks17.6% (5)
Telecom - Services3.6% (1)
IT - Software3.1% (2)
Automobiles2.9% (2)
Pharmaceuticals & Biotechnology2.7% (2)
Construction2.6% (1)
Finance2.5% (1)
Retailing2.1% (1)
Cement & Cement Products1.9% (1)
Petroleum Products1.8% (1)
Transport Services1.2% (1)
Chemicals & Petrochemicals0.6% (1)
Ferrous Metals0.6% (1)
Power0.5% (1)
Fertilizers & Agrochemicals0.4% (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 Kotak ELSS Tax Saver
- vs Kotak Large & Midcap57.2% · 34 stocks
- vs Kotak ESG Exclusionary Strateg55.2% · 25 stocks
- vs Kotak Contra54.6% · 30 stocks
- vs Kotak Large Cap54.5% · 27 stocks
- vs Kotak Flexicap51.0% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.