Axis ELSS Tax Saver Fund vs PGIM INDIA FLEXI CAP FUND

Axis vs PGIM· Portfolio Overlap Analysis

49.6%High Overlap

36 common stocksRank #10662 / 20,000

Investor takeaway: At 49.6% 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 (36)

Stock	Wt% in Axis ELSS Tax Saver	Wt% in PGIM INDIA FLEXI CAP	Overlap
ICICI Bank Limited Banks	7.31%	6.64%	6.64%
HDFC Bank Limited Banks	6.54%	7.36%	6.54%
Bharti Airtel Limited Telecom - Services	3.71%	3.28%	3.28%
Reliance Industries Limited Petroleum Products	2.82%	4.01%	2.82%
State Bank of India Banks	2.99%	2.31%	2.31%
Bajaj Finance Limited Finance	3.34%	2.19%	2.19%
Larsen & Toubro Limited Construction	2.97%	2.13%	2.13%
Eternal Limited Retailing	2.15%	1.93%	1.93%
Mahindra & Mahindra Limited Automobiles	2.61%	1.90%	1.90%
Tata Consultancy Services Limited IT - Software	1.67%	1.91%	1.67%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	2.21%	1.61%	1.61%
Titan Company Limited Consumer Durables	1.34%	1.79%	1.34%
TVS Motor Company Limited Automobiles	1.17%	2.50%	1.17%
CG Power and Industrial Solutions Limited Electrical Equipment	1.67%	1.12%	1.12%
Cholamandalam Investment and Finance Company Ltd Finance	1.96%	1.05%	1.05%
Cummins India Limited Industrial Products	1.00%	1.43%	1.00%
Vishal Mega Mart Limited Retailing	0.98%	1.40%	0.98%
Mankind Pharma Limited Pharmaceuticals & Biotechnology	0.94%	1.19%	0.94%
Max Healthcare Institute Limited Healthcare Services	0.81%	1.38%	0.81%
HDFC Life Insurance Company Limited Insurance	1.22%	0.73%	0.73%
Varun Beverages Limited Beverages	0.73%	1.97%	0.73%
GE Vernova T&D India Limited Electrical Equipment	0.83%	0.68%	0.68%
Navin Fluorine International Limited Chemicals & Petrochemicals	0.71%	0.62%	0.62%
Solar Industries India Limited Chemicals & Petrochemicals	0.59%	1.10%	0.59%
Schaeffler India Limited Auto Components	0.61%	0.55%	0.55%
ICICI Lombard General Insurance Company Limited Insurance	0.54%	1.02%	0.54%
Sundaram Finance Limited Finance	0.55%	0.52%	0.52%
Blue Star Limited Consumer Durables	0.50%	1.13%	0.50%
Ather Energy Limited Automobiles	0.45%	0.89%	0.45%
UNO Minda Limited Auto Components	0.43%	1.37%	0.43%
LG Electronics India Ltd Consumer Durables	0.36%	0.83%	0.36%
Persistent Systems Limited IT - Software	0.36%	1.73%	0.36%
Anthem Biosciences Limited Pharmaceuticals & Biotechnology	0.32%	0.83%	0.32%
Tech Mahindra Limited IT - Software	0.27%	0.84%	0.27%
Dixon Technologies (India) Limited Consumer Durables	0.26%	1.16%	0.26%
ICICI Prudential Asset Management Company Limited Capital Markets	0.23%	1.28%	0.23%

Unique to Axis ELSS Tax Saver

Infosys Limited3.38%
Pidilite Industries Limited2.25%

Unique to PGIM INDIA FLEXI CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

15.5% (3)

Finance

3.8% (3)

Automobiles

3.5% (3)

Telecom - Services

3.3% (1)

Retailing

2.9% (2)

Pharmaceuticals & Biotechnology

2.9% (3)

Petroleum Products

2.8% (1)

Consumer Durables

2.5% (4)

IT - Software

2.3% (3)

Construction

2.1% (1)

Electrical Equipment

1.8% (2)

Insurance

1.3% (2)

Chemicals & Petrochemicals

1.2% (2)

Industrial Products

1.0% (1)

Auto Components

1.0% (2)

Healthcare Services

0.8% (1)

Beverages

0.7% (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 FLEXI CAP

vs PGIM INDIA LARGE CAP64.9% · 39 stocks
vs PGIM INDIA ELSS TAX SAVER64.7% · 47 stocks
vs PGIM INDIA LARGE AND MIDCAP59.8% · 44 stocks
vs PGIM INDIA MULTI CAP58.9% · 57 stocks
vs CANARA ROBECO FLEXICAP55.8% · 32 stocks

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