Axis ELSS Tax Saver Fund vs Nippon India Vision Large & Mid Cap Fund

Axis vs Nippon· Portfolio Overlap Analysis

44.5%High Overlap

48 common stocksRank #16856 / 20,000

Investor takeaway: At 44.5% 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 (48)

Stock	Wt% in Axis ELSS Tax Saver	Wt% in Nippon India Vision Large & Mi	Overlap
ICICI Bank Limited Banks	7.31%	4.55%	4.55%
HDFC Bank Limited Banks	6.54%	3.25%	3.25%
Reliance Industries Limited Petroleum Products	2.82%	4.00%	2.82%
State Bank of India Banks	2.99%	2.60%	2.60%
Cholamandalam Investment and Finance Company Ltd Finance	1.96%	1.86%	1.86%
Axis Bank Limited Banks	1.65%	2.98%	1.65%
UltraTech Cement Limited Cement & Cement Products	2.20%	1.64%	1.64%
Mahindra & Mahindra Limited Automobiles	2.61%	1.47%	1.47%
The Indian Hotels Company Limited Leisure Services	1.41%	1.81%	1.41%
Titan Company Limited Consumer Durables	1.34%	1.44%	1.34%
Bajaj Finance Limited Finance	3.34%	1.28%	1.28%
The Federal Bank Limited Banks	1.22%	1.45%	1.22%
TVS Motor Company Limited Automobiles	1.17%	2.20%	1.17%
InterGlobe Aviation Limited Transport Services	1.16%	1.53%	1.16%
Infosys Limited IT - Software	3.38%	1.15%	1.15%
Shriram Finance Limited Finance	1.60%	1.09%	1.09%
Larsen & Toubro Limited Construction	2.97%	1.04%	1.04%
CG Power and Industrial Solutions Limited Electrical Equipment	1.67%	1.04%	1.04%
Eternal Limited Retailing	2.15%	0.88%	0.88%
Apollo Hospitals Enterprise Limited Healthcare Services	0.87%	1.24%	0.87%
Fortis Healthcare Limited Healthcare Services	0.74%	1.10%	0.74%
Varun Beverages Limited Beverages	0.73%	1.30%	0.73%
Vishal Mega Mart Limited Retailing	0.98%	0.72%	0.72%
GE Vernova T&D India Limited Electrical Equipment	0.83%	0.69%	0.69%
Cummins India Limited Industrial Products	1.00%	0.63%	0.63%
Jindal Steel Limited Ferrous Metals	0.55%	3.04%	0.55%
Bharti Airtel Limited Telecom - Services	3.71%	0.54%	0.54%
Blue Star Limited Consumer Durables	0.50%	2.08%	0.50%
Trent Limited Retailing	0.49%	0.72%	0.49%
Bharat Heavy Electricals Limited Electrical Equipment	0.48%	1.94%	0.48%
UNO Minda Limited Auto Components	0.43%	0.82%	0.43%
Hyundai Motor India Ltd Automobiles	0.99%	0.42%	0.42%
Samvardhana Motherson International Limited Auto Components	0.37%	1.57%	0.37%
LG Electronics India Ltd Consumer Durables	0.36%	0.52%	0.36%
Persistent Systems Limited IT - Software	0.36%	0.82%	0.36%
Hindustan Unilever Limited Diversified FMCG	1.02%	0.34%	0.34%
PB Fintech Limited Financial Technology (Fintech)	0.72%	0.34%	0.34%
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles	0.91%	0.29%	0.29%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	2.21%	0.28%	0.28%
Godrej Consumer Products Limited Personal Products	0.27%	0.79%	0.27%
Dixon Technologies (India) Limited Consumer Durables	0.26%	0.91%	0.26%
ICICI Prudential Asset Management Company Limited Capital Markets	0.23%	1.28%	0.23%
Tata Consultancy Services Limited IT - Software	1.67%	0.21%	0.21%
Hitachi Energy India Limited Electrical Equipment	0.45%	0.20%	0.20%
Coromandel International Limited Fertilizers & Agrochemicals	0.41%	0.17%	0.17%
ICICI Lombard General Insurance Company Limited Insurance	0.54%	0.16%	0.16%
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology	0.44%	0.16%	0.16%
Max Healthcare Institute Limited Healthcare Services	0.81%	0.14%	0.14%

Unique to Axis ELSS Tax Saver

Pidilite Industries Limited2.25%

Unique to Nippon India Vision Large & Mi

Vedanta Limited2.58%
NTPC Limited2.08%

Sector Overlap Breakdown

Banks

13.3% (5)

Finance

4.2% (3)

Automobiles

3.1% (3)

Petroleum Products

2.8% (1)

Consumer Durables

2.5% (4)

Electrical Equipment

2.4% (4)

Retailing

2.1% (3)

Healthcare Services

1.8% (3)

IT - Software

1.7% (3)

Cement & Cement Products

1.6% (1)

Leisure Services

1.4% (1)

Transport Services

1.2% (1)

Construction

1.0% (1)

Auto Components

0.8% (2)

Beverages

0.7% (1)

Industrial Products

0.6% (1)

Ferrous Metals

0.6% (1)

Telecom - Services

0.5% (1)

Pharmaceuticals & Biotechnology

0.4% (2)

Diversified FMCG

0.3% (1)

Financial Technology (Fintech)

0.3% (1)

Agricultural, Commercial & Construction Vehicles

0.3% (1)

Personal Products

0.3% (1)

Capital Markets

0.2% (1)

Fertilizers & Agrochemicals

0.2% (1)

Insurance

0.2% (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 Nippon India Vision Large & Mi

vs EDELWEISS FLEXI-CAP50.1% · 54 stocks
vs CANARA ROBECO FLEXICAP50.0% · 46 stocks
vs Nippon India Flexi Cap48.9% · 44 stocks
vs ET48.8% · 42 stocks
vs NIPPON INDIA RETIREMENT FUND -47.6% · 38 stocks

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