Axis ELSS Tax Saver Fund vs Motilal Oswal Large Cap Fund
Axis vs Motilal· Portfolio Overlap Analysis
47.2%High Overlap
25 common stocksRank #13024 / 20,000
Investor takeaway: At 47.2% 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 Motilal Oswal Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.31% | 6.59% | 6.59% |
HDFC Bank Limited Banks | 6.54% | 8.90% | 6.54% |
Bharti Airtel Limited Telecom - Services | 3.71% | 4.30% | 3.71% |
Infosys Limited IT - Software | 3.38% | 3.32% | 3.32% |
State Bank of India Banks | 2.99% | 3.42% | 2.99% |
Larsen & Toubro Limited Construction | 2.97% | 3.43% | 2.97% |
Reliance Industries Limited Petroleum Products | 2.82% | 6.23% | 2.82% |
Mahindra & Mahindra Limited Automobiles | 2.61% | 2.04% | 2.04% |
Kotak Mahindra Bank Limited Banks | 1.92% | 1.92% | 1.92% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.67% | 1.69% | 1.67% |
Tata Consultancy Services Limited IT - Software | 1.67% | 2.28% | 1.67% |
Axis Bank Limited Banks | 1.65% | 2.28% | 1.65% |
Bajaj Finance Limited Finance | 3.34% | 1.54% | 1.54% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.23% | 1.18% | 1.18% |
InterGlobe Aviation Limited Transport Services | 1.16% | 1.19% | 1.16% |
Eternal Limited Retailing | 2.15% | 0.99% | 0.99% |
Titan Company Limited Consumer Durables | 1.34% | 0.93% | 0.93% |
Varun Beverages Limited Beverages | 0.73% | 1.11% | 0.73% |
JB Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.67% | 1.67% | 0.67% |
Power Grid Corporation of India Limited Power | 0.51% | 1.57% | 0.51% |
Trent Limited Retailing | 0.49% | 0.55% | 0.49% |
Samvardhana Motherson International Limited Auto Components | 0.37% | 1.54% | 0.37% |
Tech Mahindra Limited IT - Software | 0.27% | 0.93% | 0.27% |
ITC Limited Diversified FMCG | 0.24% | 0.97% | 0.24% |
ICICI Prudential Asset Management Company Limited Capital Markets | 0.23% | 1.12% | 0.23% |
Unique to Axis ELSS Tax Saver
- Pidilite Industries Limited2.25%
Unique to Motilal Oswal Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.7% (5)
IT - Software5.3% (3)
Telecom - Services3.7% (1)
Construction3.0% (1)
Petroleum Products2.8% (1)
Automobiles2.0% (1)
Pharmaceuticals & Biotechnology1.9% (2)
Electrical Equipment1.7% (1)
Finance1.5% (1)
Retailing1.5% (2)
Transport Services1.2% (1)
Consumer Durables0.9% (1)
Beverages0.7% (1)
Power0.5% (1)
Auto Components0.4% (1)
Diversified FMCG0.2% (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 Motilal Oswal Large Cap
- vs Motilal Oswal Nifty 100 ETF60.0% · 32 stocks
- vs Axis Nifty 100 Index60.0% · 32 stocks
- vs Parag Parikh Large Cap60.0% · 32 stocks
- vs HDFC NIFTY 100 ETF59.9% · 32 stocks
- vs ICICI Prudential Nifty 100 ETF59.9% · 32 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.