Axis ELSS Tax Saver Fund vs PGIM INDIA LARGE CAP FUND

Axis vs PGIM· Portfolio Overlap Analysis

58.0%High Overlap
38 common stocksRank #5910 / 20,000

Investor takeaway: At 58.0% 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 (38)

StockWt% in Axis ELSS Tax SaverWt% in PGIM INDIA LARGE CAPOverlap
ICICI Bank Limited
Banks
7.31%7.94%7.31%
HDFC Bank Limited
Banks
6.54%8.93%6.54%
Bharti Airtel Limited
Telecom - Services
3.71%4.72%3.71%
Larsen & Toubro Limited
Construction
2.97%4.44%2.97%
Bajaj Finance Limited
Finance
3.34%2.94%2.94%
State Bank of India
Banks
2.99%2.91%2.91%
Reliance Industries Limited
Petroleum Products
2.82%6.64%2.82%
Eternal Limited
Retailing
2.15%2.26%2.15%
UltraTech Cement Limited
Cement & Cement Products
2.20%2.04%2.04%
Kotak Mahindra Bank Limited
Banks
1.92%2.94%1.92%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
2.21%1.85%1.85%
Infosys Limited
IT - Software
3.38%1.68%1.68%
Mahindra & Mahindra Limited
Automobiles
2.61%1.67%1.67%
Tata Consultancy Services Limited
IT - Software
1.67%2.56%1.67%
Titan Company Limited
Consumer Durables
1.34%2.30%1.34%
CG Power and Industrial Solutions Limited
Electrical Equipment
1.67%1.29%1.29%
TVS Motor Company Limited
Automobiles
1.17%2.13%1.17%
Cummins India Limited
Industrial Products
1.00%1.24%1.00%
Vishal Mega Mart Limited
Retailing
0.98%0.96%0.96%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
0.94%1.35%0.94%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.23%0.91%0.91%
Max Healthcare Institute Limited
Healthcare Services
0.81%1.06%0.81%
HDFC Life Insurance Company Limited
Insurance
1.22%0.74%0.74%
Varun Beverages Limited
Beverages
0.73%2.11%0.73%
PB Fintech Limited
Financial Technology (Fintech)
0.72%1.06%0.72%
Solar Industries India Limited
Chemicals & Petrochemicals
0.59%0.76%0.59%
Shriram Finance Limited
Finance
1.60%0.56%0.56%
Cholamandalam Investment and Finance Company Ltd
Finance
1.96%0.54%0.54%
ICICI Lombard General Insurance Company Limited
Insurance
0.54%1.03%0.54%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.44%0.80%0.44%
Prestige Estates Projects Limited
Realty
0.40%0.98%0.40%
Samvardhana Motherson International Limited
Auto Components
0.37%1.08%0.37%
LG Electronics India Ltd
Consumer Durables
0.36%0.85%0.36%
Persistent Systems Limited
IT - Software
0.36%1.31%0.36%
Tech Mahindra Limited
IT - Software
0.27%1.21%0.27%
Dixon Technologies (India) Limited
Consumer Durables
0.26%0.68%0.26%
ITC Limited
Diversified FMCG
0.24%0.75%0.24%
ICICI Prudential Asset Management Company Limited
Capital Markets
0.23%1.07%0.23%

Unique to Axis ELSS Tax Saver

  • Pidilite Industries Limited2.25%

Unique to PGIM INDIA LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
18.7% (4)
Pharmaceuticals & Biotechnology
4.1% (4)
Finance
4.0% (3)
IT - Software
4.0% (4)
Telecom - Services
3.7% (1)
Retailing
3.1% (2)
Construction
3.0% (1)
Automobiles
2.8% (2)
Petroleum Products
2.8% (1)
Cement & Cement Products
2.0% (1)
Consumer Durables
2.0% (3)
Electrical Equipment
1.3% (1)
Insurance
1.3% (2)
Industrial Products
1.0% (1)
Healthcare Services
0.8% (1)
Beverages
0.7% (1)
Financial Technology (Fintech)
0.7% (1)
Chemicals & Petrochemicals
0.6% (1)
Realty
0.4% (1)
Auto Components
0.4% (1)
Diversified FMCG
0.2% (1)
Capital Markets
0.2% (1)

More comparisons for Axis ELSS Tax Saver

More comparisons for PGIM INDIA LARGE CAP

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