Axis ELSS Tax Saver Fund vs Kotak Large Cap Fund

Axis vs Kotak· Portfolio Overlap Analysis

57.3%High Overlap

34 common stocksRank #6037 / 20,000

Investor takeaway: At 57.3% 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 (34)

Stock	Wt% in Axis ELSS Tax Saver	Wt% in Kotak Large Cap	Overlap
ICICI Bank Limited Banks	7.31%	7.36%	7.31%
HDFC Bank Limited Banks	6.54%	7.01%	6.54%
Bharti Airtel Limited Telecom - Services	3.71%	3.78%	3.71%
Infosys Limited IT - Software	3.38%	3.32%	3.32%
Bajaj Finance Limited Finance	3.34%	3.14%	3.14%
State Bank of India Banks	2.99%	4.83%	2.99%
Larsen & Toubro Limited Construction	2.97%	4.22%	2.97%
Reliance Industries Limited Petroleum Products	2.82%	6.39%	2.82%
Mahindra & Mahindra Limited Automobiles	2.61%	2.90%	2.61%
UltraTech Cement Limited Cement & Cement Products	2.20%	2.22%	2.20%
Tata Consultancy Services Limited IT - Software	1.67%	1.68%	1.67%
Axis Bank Limited Banks	1.65%	3.35%	1.65%
Shriram Finance Limited Finance	1.60%	1.98%	1.60%
Kotak Mahindra Bank Limited Banks	1.92%	1.55%	1.55%
Eternal Limited Retailing	2.15%	1.38%	1.38%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	1.23%	2.59%	1.23%
InterGlobe Aviation Limited Transport Services	1.16%	1.83%	1.16%
Tata Steel Limited Ferrous Metals	1.04%	2.14%	1.04%
Cummins India Limited Industrial Products	1.00%	1.07%	1.00%
Hindustan Unilever Limited Diversified FMCG	1.02%	0.97%	0.97%
Apollo Hospitals Enterprise Limited Healthcare Services	0.87%	0.93%	0.87%
HDFC Life Insurance Company Limited Insurance	1.22%	0.82%	0.82%
Schaeffler India Limited Auto Components	0.61%	0.64%	0.61%
Solar Industries India Limited Chemicals & Petrochemicals	0.59%	1.53%	0.59%
Vishal Mega Mart Limited Retailing	0.98%	0.46%	0.46%
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology	0.44%	0.76%	0.44%
Coromandel International Limited Fertilizers & Agrochemicals	0.41%	1.22%	0.41%
Samvardhana Motherson International Limited Auto Components	0.37%	0.91%	0.37%
LG Electronics India Ltd Consumer Durables	0.36%	0.64%	0.36%
Persistent Systems Limited IT - Software	0.36%	0.55%	0.36%
Anthem Biosciences Limited Pharmaceuticals & Biotechnology	0.32%	0.42%	0.32%
Godrej Consumer Products Limited Personal Products	0.27%	1.21%	0.27%
Tech Mahindra Limited IT - Software	0.27%	1.04%	0.27%
ITC Limited Diversified FMCG	0.24%	2.05%	0.24%

Unique to Axis ELSS Tax Saver

Pidilite Industries Limited2.25%

Unique to Kotak Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

20.0% (5)

IT - Software

5.6% (4)

Finance

4.7% (2)

Telecom - Services

3.7% (1)

Construction

3.0% (1)

Petroleum Products

2.8% (1)

Automobiles

2.6% (1)

Cement & Cement Products

2.2% (1)

Pharmaceuticals & Biotechnology

2.0% (3)

Retailing

1.8% (2)

Diversified FMCG

1.2% (2)

Transport Services

1.2% (1)

Ferrous Metals

1.0% (1)

Industrial Products

1.0% (1)

Auto Components

1.0% (2)

Healthcare Services

0.9% (1)

Insurance

0.8% (1)

Chemicals & Petrochemicals

0.6% (1)

Fertilizers & Agrochemicals

0.4% (1)

Consumer Durables

0.4% (1)

Personal Products

0.3% (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 Large Cap

vs CANARA ROBECO LARGE CAP67.7% · 31 stocks
vs ADITYA BIRLA SUN LIFE NIFTY 5067.1% · 28 stocks
vs Bajaj Finserv Nifty 50 Index67.1% · 28 stocks
vs Bajaj Finserv Nifty 50 ETF67.1% · 28 stocks
vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks

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