Axis ELSS Tax Saver Fund vs LIC MF LARGE CAP FUND

Axis vs LIC· Portfolio Overlap Analysis

51.9%High Overlap
30 common stocksRank #8305 / 20,000

Investor takeaway: At 51.9% 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 (30)

StockWt% in Axis ELSS Tax SaverWt% in LIC MF LARGE CAPOverlap
ICICI Bank Limited
Banks
7.31%8.03%7.31%
HDFC Bank Limited
Banks
6.54%9.31%6.54%
Bharti Airtel Limited
Telecom - Services
3.71%4.06%3.71%
State Bank of India
Banks
2.99%3.32%2.99%
Larsen & Toubro Limited
Construction
2.97%5.64%2.97%
Reliance Industries Limited
Petroleum Products
2.82%6.45%2.82%
Infosys Limited
IT - Software
3.38%2.73%2.73%
Mahindra & Mahindra Limited
Automobiles
2.61%2.16%2.16%
Axis Bank Limited
Banks
1.65%2.79%1.65%
Kotak Mahindra Bank Limited
Banks
1.92%1.54%1.54%
Pidilite Industries Limited
Chemicals & Petrochemicals
2.25%1.53%1.53%
UltraTech Cement Limited
Cement & Cement Products
2.20%1.48%1.48%
Tata Consultancy Services Limited
IT - Software
1.67%1.42%1.42%
Eternal Limited
Retailing
2.15%1.34%1.34%
Titan Company Limited
Consumer Durables
1.34%2.01%1.34%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.23%2.08%1.23%
InterGlobe Aviation Limited
Transport Services
1.16%1.50%1.16%
Hindustan Unilever Limited
Diversified FMCG
1.02%2.55%1.02%
Hyundai Motor India Ltd
Automobiles
0.99%0.98%0.98%
Shriram Finance Limited
Finance
1.60%0.92%0.92%
Apollo Hospitals Enterprise Limited
Healthcare Services
0.87%1.62%0.87%
The Indian Hotels Company Limited
Leisure Services
1.41%0.78%0.78%
Varun Beverages Limited
Beverages
0.73%0.88%0.73%
Fortis Healthcare Limited
Healthcare Services
0.74%0.67%0.67%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.91%0.65%0.65%
Blue Star Limited
Consumer Durables
0.50%0.78%0.50%
Trent Limited
Retailing
0.49%1.33%0.49%
ITC Limited
Diversified FMCG
0.24%2.57%0.24%
Cholamandalam Investment and Finance Company Ltd
Finance
1.96%0.12%0.12%
LG Electronics India Ltd
Consumer Durables
0.36%0.02%0.02%

Unique to Axis ELSS Tax Saver

  • Bajaj Finance Limited3.34%

Unique to LIC MF LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
20.0% (5)
IT - Software
4.2% (2)
Telecom - Services
3.7% (1)
Automobiles
3.1% (2)
Construction
3.0% (1)
Petroleum Products
2.8% (1)
Consumer Durables
1.9% (3)
Retailing
1.8% (2)
Healthcare Services
1.5% (2)
Chemicals & Petrochemicals
1.5% (1)
Cement & Cement Products
1.5% (1)
Diversified FMCG
1.3% (2)
Pharmaceuticals & Biotechnology
1.2% (1)
Transport Services
1.2% (1)
Finance
1.0% (2)
Leisure Services
0.8% (1)
Beverages
0.7% (1)
Agricultural, Commercial & Construction Vehicles
0.7% (1)

More comparisons for Axis ELSS Tax Saver

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