Axis ELSS Tax Saver Fund vs NIPPON INDIA BALANCED ADVANTAGE FUND
Axis vs Nippon· Portfolio Overlap Analysis
44.8%High Overlap
40 common stocksRank #16442 / 20,000
Investor takeaway: At 44.8% 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 (40)
| Stock | Wt% in Axis ELSS Tax Saver | Wt% in NIPPON INDIA BALANCED ADVANTAG | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.31% | 5.35% | 5.35% |
HDFC Bank Limited Banks | 6.54% | 3.91% | 3.91% |
State Bank of India Banks | 2.99% | 3.43% | 2.99% |
Reliance Industries Limited Petroleum Products | 2.82% | 2.66% | 2.66% |
Infosys Limited IT - Software | 3.38% | 2.54% | 2.54% |
Bharti Airtel Limited Telecom - Services | 3.71% | 2.33% | 2.33% |
Mahindra & Mahindra Limited Automobiles | 2.61% | 2.30% | 2.30% |
Larsen & Toubro Limited Construction | 2.97% | 2.00% | 2.00% |
Bajaj Finance Limited Finance | 3.34% | 1.90% | 1.90% |
Axis Bank Limited Banks | 1.65% | 2.41% | 1.65% |
TVS Motor Company Limited Automobiles | 1.17% | 1.10% | 1.10% |
Kotak Mahindra Bank Limited Banks | 1.92% | 1.07% | 1.07% |
Eternal Limited Retailing | 2.15% | 1.02% | 1.02% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.96% | 0.96% | 0.96% |
Hindustan Unilever Limited Diversified FMCG | 1.02% | 0.90% | 0.90% |
GE Vernova T&D India Limited Electrical Equipment | 0.83% | 1.08% | 0.83% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.67% | 0.79% | 0.79% |
InterGlobe Aviation Limited Transport Services | 1.16% | 0.75% | 0.75% |
Tata Steel Limited Ferrous Metals | 1.04% | 0.72% | 0.72% |
HDFC Life Insurance Company Limited Insurance | 1.22% | 0.69% | 0.69% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.87% | 0.69% | 0.69% |
Cummins India Limited Industrial Products | 1.00% | 0.66% | 0.66% |
PB Fintech Limited Financial Technology (Fintech) | 0.72% | 0.64% | 0.64% |
Varun Beverages Limited Beverages | 0.73% | 0.61% | 0.61% |
Jindal Steel Limited Ferrous Metals | 0.55% | 0.60% | 0.55% |
Bharat Heavy Electricals Limited Electrical Equipment | 0.48% | 0.55% | 0.48% |
Titan Company Limited Consumer Durables | 1.34% | 0.46% | 0.46% |
Avenue Supermarts Limited Retailing | 0.46% | 0.79% | 0.46% |
The Indian Hotels Company Limited Leisure Services | 1.41% | 0.45% | 0.45% |
Prestige Estates Projects Limited Realty | 0.40% | 0.50% | 0.40% |
Samvardhana Motherson International Limited Auto Components | 0.37% | 1.05% | 0.37% |
LG Electronics India Ltd Consumer Durables | 0.36% | 0.59% | 0.36% |
ICICI Lombard General Insurance Company Limited Insurance | 0.54% | 0.35% | 0.35% |
Delhivery Limited Transport Services | 0.34% | 0.57% | 0.34% |
Godrej Consumer Products Limited Personal Products | 0.27% | 1.13% | 0.27% |
Tech Mahindra Limited IT - Software | 0.27% | 0.63% | 0.27% |
Dixon Technologies (India) Limited Consumer Durables | 0.26% | 0.48% | 0.26% |
Blue Star Limited Consumer Durables | 0.50% | 0.25% | 0.25% |
ITC Limited Diversified FMCG | 0.24% | 1.16% | 0.24% |
Pidilite Industries Limited Chemicals & Petrochemicals | 2.25% | 0.23% | 0.23% |
Unique to Axis ELSS Tax Saver
All top holdings are shared with the other fund.
Unique to NIPPON INDIA BALANCED ADVANTAG
- NTPC Limited2.27%
Sector Overlap Breakdown
Banks15.0% (5)
Automobiles3.4% (2)
Finance2.9% (2)
IT - Software2.8% (2)
Petroleum Products2.7% (1)
Telecom - Services2.3% (1)
Electrical Equipment2.1% (3)
Construction2.0% (1)
Retailing1.5% (2)
Consumer Durables1.3% (4)
Ferrous Metals1.3% (2)
Diversified FMCG1.1% (2)
Transport Services1.1% (2)
Insurance1.0% (2)
Healthcare Services0.7% (1)
Industrial Products0.7% (1)
Financial Technology (Fintech)0.6% (1)
Beverages0.6% (1)
Leisure Services0.5% (1)
Realty0.4% (1)
Auto Components0.4% (1)
Personal Products0.3% (1)
Chemicals & Petrochemicals0.2% (1)
More comparisons for Axis ELSS Tax Saver
- vs CANARA ROBECO LARGE CAP63.5% · 40 stocks
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- vs CANARA ROBECO FLEXICAP60.7% · 43 stocks
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More comparisons for NIPPON INDIA BALANCED ADVANTAG
- vs NIPPON INDIA RETIREMENT FUND -49.7% · 41 stocks
- vs SBI BSE 100 ETF48.8% · 47 stocks
- vs Nippon India Flexi Cap48.6% · 41 stocks
- vs ADITYA BIRLA SUN LIFE MSCI IND48.2% · 58 stocks
- vs CANARA ROBECO FLEXICAP48.2% · 36 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.