Axis ELSS Tax Saver Fund vs SBI Large Cap Fund
Axis vs SBI· Portfolio Overlap Analysis
47.5%High Overlap
27 common stocksRank #12676 / 20,000
Investor takeaway: At 47.5% 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 (27)
| Stock | Wt% in Axis ELSS Tax Saver | Wt% in SBI Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.31% | 8.20% | 7.31% |
HDFC Bank Limited Banks | 6.54% | 6.54% | 6.54% |
Infosys Limited IT - Software | 3.38% | 3.16% | 3.16% |
State Bank of India Banks | 2.99% | 4.16% | 2.99% |
Larsen & Toubro Limited Construction | 2.97% | 5.73% | 2.97% |
Reliance Industries Limited Petroleum Products | 2.82% | 6.18% | 2.82% |
Bharti Airtel Limited Telecom - Services | 3.71% | 2.48% | 2.48% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 2.21% | 2.36% | 2.21% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.96% | 2.07% | 1.96% |
Kotak Mahindra Bank Limited Banks | 1.92% | 3.46% | 1.92% |
Axis Bank Limited Banks | 1.65% | 3.44% | 1.65% |
Eternal Limited Retailing | 2.15% | 1.29% | 1.29% |
HDFC Life Insurance Company Limited Insurance | 1.22% | 3.75% | 1.22% |
Tata Steel Limited Ferrous Metals | 1.04% | 1.81% | 1.04% |
Hindustan Unilever Limited Diversified FMCG | 1.02% | 1.94% | 1.02% |
Sona BLW Precision Forgings Limited Auto Components | 1.03% | 0.97% | 0.97% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 0.94% | 1.66% | 0.94% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 0.91% | 3.48% | 0.91% |
Varun Beverages Limited Beverages | 0.73% | 2.00% | 0.73% |
PI Industries Limited Fertilizers & Agrochemicals | 1.62% | 0.64% | 0.64% |
Schaeffler India Limited Auto Components | 0.61% | 1.04% | 0.61% |
ICICI Lombard General Insurance Company Limited Insurance | 0.54% | 0.88% | 0.54% |
Avenue Supermarts Limited Retailing | 0.46% | 2.15% | 0.46% |
Samvardhana Motherson International Limited Auto Components | 0.37% | 2.78% | 0.37% |
Tech Mahindra Limited IT - Software | 0.27% | 1.60% | 0.27% |
ITC Limited Diversified FMCG | 0.24% | 0.98% | 0.24% |
ICICI Prudential Asset Management Company Limited Capital Markets | 0.23% | 1.20% | 0.23% |
Unique to Axis ELSS Tax Saver
- Bajaj Finance Limited3.34%
- Mahindra & Mahindra Limited2.61%
- Pidilite Industries Limited2.25%
Unique to SBI Large Cap
- Asian Paints Ltd.3.57%
Sector Overlap Breakdown
Banks20.4% (5)
IT - Software3.4% (2)
Pharmaceuticals & Biotechnology3.1% (2)
Construction3.0% (1)
Petroleum Products2.8% (1)
Telecom - Services2.5% (1)
Finance2.0% (1)
Auto Components1.9% (3)
Insurance1.8% (2)
Retailing1.8% (2)
Diversified FMCG1.3% (2)
Ferrous Metals1.0% (1)
Agricultural, Commercial & Construction Vehicles0.9% (1)
Beverages0.7% (1)
Fertilizers & Agrochemicals0.6% (1)
Capital Markets0.2% (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 SBI Large Cap
- vs CANARA ROBECO LARGE CAP53.5% · 26 stocks
- vs NIPPON INDIA LARGE CAP52.5% · 25 stocks
- vs Parag Parikh Large Cap52.5% · 31 stocks
- vs HDFC NIFTY 50 ETF52.4% · 20 stocks
- vs HDFC Nifty 50 Index52.4% · 20 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.