Axis ELSS Tax Saver Fund vs PGIM INDIA ELSS TAX SAVER FUND

Axis vs PGIM· Portfolio Overlap Analysis

52.5%High Overlap

34 common stocksRank #7829 / 20,000

Investor takeaway: At 52.5% 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 (34)

Stock	Wt% in Axis ELSS Tax Saver	Wt% in PGIM INDIA ELSS TAX SAVER	Overlap
ICICI Bank Limited Banks	7.31%	6.82%	6.82%
HDFC Bank Limited Banks	6.54%	8.22%	6.54%
Bharti Airtel Limited Telecom - Services	3.71%	3.84%	3.71%
Larsen & Toubro Limited Construction	2.97%	3.40%	2.97%
Bajaj Finance Limited Finance	3.34%	2.87%	2.87%
Reliance Industries Limited Petroleum Products	2.82%	4.91%	2.82%
State Bank of India Banks	2.99%	2.38%	2.38%
UltraTech Cement Limited Cement & Cement Products	2.20%	2.48%	2.20%
Kotak Mahindra Bank Limited Banks	1.92%	2.40%	1.92%
Eternal Limited Retailing	2.15%	1.79%	1.79%
Infosys Limited IT - Software	3.38%	1.69%	1.69%
Cholamandalam Investment and Finance Company Ltd Finance	1.96%	1.64%	1.64%
Tata Consultancy Services Limited IT - Software	1.67%	1.58%	1.58%
Titan Company Limited Consumer Durables	1.34%	1.51%	1.34%
TVS Motor Company Limited Automobiles	1.17%	1.12%	1.12%
CG Power and Industrial Solutions Limited Electrical Equipment	1.67%	1.10%	1.10%
Mahindra & Mahindra Limited Automobiles	2.61%	0.98%	0.98%
Vishal Mega Mart Limited Retailing	0.98%	1.21%	0.98%
Mankind Pharma Limited Pharmaceuticals & Biotechnology	0.94%	2.09%	0.94%
Max Healthcare Institute Limited Healthcare Services	0.81%	1.76%	0.81%
Varun Beverages Limited Beverages	0.73%	1.94%	0.73%
Navin Fluorine International Limited Chemicals & Petrochemicals	0.71%	1.29%	0.71%
Sona BLW Precision Forgings Limited Auto Components	1.03%	0.70%	0.70%
Solar Industries India Limited Chemicals & Petrochemicals	0.59%	1.39%	0.59%
ICICI Lombard General Insurance Company Limited Insurance	0.54%	2.59%	0.54%
Blue Star Limited Consumer Durables	0.50%	1.16%	0.50%
UNO Minda Limited Auto Components	0.43%	2.22%	0.43%
LG Electronics India Ltd Consumer Durables	0.36%	0.82%	0.36%
Persistent Systems Limited IT - Software	0.36%	1.55%	0.36%
The Phoenix Mills Limited Realty	0.33%	0.48%	0.33%
Anthem Biosciences Limited Pharmaceuticals & Biotechnology	0.32%	0.58%	0.32%
Dixon Technologies (India) Limited Consumer Durables	0.26%	1.74%	0.26%
ITC Limited Diversified FMCG	0.24%	0.70%	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 PGIM INDIA ELSS TAX SAVER

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

17.7% (4)

Finance

4.5% (2)

Telecom - Services

3.7% (1)

IT - Software

3.6% (3)

Construction

3.0% (1)

Petroleum Products

2.8% (1)

Retailing

2.8% (2)

Consumer Durables

2.5% (4)

Cement & Cement Products

2.2% (1)

Automobiles

2.1% (2)

Chemicals & Petrochemicals

1.3% (2)

Pharmaceuticals & Biotechnology

1.3% (2)

Auto Components

1.1% (2)

Electrical Equipment

1.1% (1)

Healthcare Services

0.8% (1)

Beverages

0.7% (1)

Insurance

0.5% (1)

Realty

0.3% (1)

Diversified FMCG

0.2% (1)

Capital Markets

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 PGIM INDIA ELSS TAX SAVER

vs PGIM INDIA FLEXI CAP64.7% · 47 stocks
vs PGIM INDIA LARGE CAP62.0% · 32 stocks
vs PGIM INDIA MULTI CAP60.5% · 56 stocks
vs PGIM INDIA RETIREMENT59.6% · 52 stocks
vs CANARA ROBECO LARGE CAP58.0% · 30 stocks

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