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)
| Stock | Wt% in Axis ELSS Tax Saver | Wt% in LIC MF LARGE CAP | Overlap |
|---|---|---|---|
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
Banks20.0% (5)
IT - Software4.2% (2)
Telecom - Services3.7% (1)
Automobiles3.1% (2)
Construction3.0% (1)
Petroleum Products2.8% (1)
Consumer Durables1.9% (3)
Retailing1.8% (2)
Healthcare Services1.5% (2)
Chemicals & Petrochemicals1.5% (1)
Cement & Cement Products1.5% (1)
Diversified FMCG1.3% (2)
Pharmaceuticals & Biotechnology1.2% (1)
Transport Services1.2% (1)
Finance1.0% (2)
Leisure Services0.8% (1)
Beverages0.7% (1)
Agricultural, Commercial & Construction Vehicles0.7% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.