Axis ELSS Tax Saver Fund vs PGIM INDIA LARGE AND MIDCAP FUND

Axis vs PGIM· Portfolio Overlap Analysis

44.1%High Overlap
39 common stocksRank #17366 / 20,000

Investor takeaway: At 44.1% 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 (39)

StockWt% in Axis ELSS Tax SaverWt% in PGIM INDIA LARGE AND MIDCAPOverlap
HDFC Bank Limited
Banks
6.54%4.19%4.19%
ICICI Bank Limited
Banks
7.31%4.16%4.16%
Larsen & Toubro Limited
Construction
2.97%3.23%2.97%
Reliance Industries Limited
Petroleum Products
2.82%3.93%2.82%
Bharti Airtel Limited
Telecom - Services
3.71%2.68%2.68%
Bajaj Finance Limited
Finance
3.34%2.18%2.18%
Eternal Limited
Retailing
2.15%1.92%1.92%
Tata Consultancy Services Limited
IT - Software
1.67%2.53%1.67%
State Bank of India
Banks
2.99%1.66%1.66%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
2.21%1.42%1.42%
CG Power and Industrial Solutions Limited
Electrical Equipment
1.67%1.13%1.13%
Shriram Finance Limited
Finance
1.60%1.04%1.04%
TVS Motor Company Limited
Automobiles
1.17%1.00%1.00%
Mahindra & Mahindra Limited
Automobiles
2.61%0.99%0.99%
Vishal Mega Mart Limited
Retailing
0.98%1.08%0.98%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
0.94%1.85%0.94%
Pidilite Industries Limited
Chemicals & Petrochemicals
2.25%0.85%0.85%
Max Healthcare Institute Limited
Healthcare Services
0.81%1.54%0.81%
The Federal Bank Limited
Banks
1.22%0.79%0.79%
Cholamandalam Investment and Finance Company Ltd
Finance
1.96%0.76%0.76%
Nestle India Limited
Food Products
0.75%1.51%0.75%
Varun Beverages Limited
Beverages
0.73%1.71%0.73%
PB Fintech Limited
Financial Technology (Fintech)
0.72%1.29%0.72%
Titan Company Limited
Consumer Durables
1.34%0.68%0.68%
JB Chemicals & Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.67%0.70%0.67%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.23%0.59%0.59%
Solar Industries India Limited
Chemicals & Petrochemicals
0.59%1.99%0.59%
ICICI Lombard General Insurance Company Limited
Insurance
0.54%1.71%0.54%
Blue Star Limited
Consumer Durables
0.50%1.18%0.50%
Schaeffler India Limited
Auto Components
0.61%0.43%0.43%
UNO Minda Limited
Auto Components
0.43%1.49%0.43%
Coromandel International Limited
Fertilizers & Agrochemicals
0.41%1.52%0.41%
Prestige Estates Projects Limited
Realty
0.40%1.01%0.40%
LG Electronics India Ltd
Consumer Durables
0.36%1.00%0.36%
The Phoenix Mills Limited
Realty
0.33%0.53%0.33%
Anthem Biosciences Limited
Pharmaceuticals & Biotechnology
0.32%1.01%0.32%
Dixon Technologies (India) Limited
Consumer Durables
0.26%1.18%0.26%
Info Edge (India) Limited
Retailing
0.23%1.63%0.23%
ICICI Prudential Asset Management Company Limited
Capital Markets
0.23%1.64%0.23%

Unique to Axis ELSS Tax Saver

  • Infosys Limited3.38%

Unique to PGIM INDIA LARGE AND MIDCAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
10.8% (4)
Finance
4.0% (3)
Pharmaceuticals & Biotechnology
3.9% (5)
Retailing
3.1% (3)
Construction
3.0% (1)
Petroleum Products
2.8% (1)
Telecom - Services
2.7% (1)
Automobiles
2.0% (2)
Consumer Durables
1.8% (4)
IT - Software
1.7% (1)
Chemicals & Petrochemicals
1.4% (2)
Electrical Equipment
1.1% (1)
Auto Components
0.9% (2)
Healthcare Services
0.8% (1)
Food Products
0.8% (1)
Beverages
0.7% (1)
Realty
0.7% (2)
Financial Technology (Fintech)
0.7% (1)
Insurance
0.5% (1)
Fertilizers & Agrochemicals
0.4% (1)
Capital Markets
0.2% (1)

More comparisons for Axis ELSS Tax Saver

More comparisons for PGIM INDIA LARGE AND MIDCAP

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