Axis ELSS Tax Saver Fund vs TATA LARGE CAP FUND
Axis vs Tata· Portfolio Overlap Analysis
47.5%High Overlap
24 common stocksRank #12677 / 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 (24)
| Stock | Wt% in Axis ELSS Tax Saver | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.31% | 9.12% | 7.31% |
HDFC Bank Limited Banks | 6.54% | 8.20% | 6.54% |
Infosys Limited IT - Software | 3.38% | 3.54% | 3.38% |
Bajaj Finance Limited Finance | 3.34% | 3.04% | 3.04% |
State Bank of India Banks | 2.99% | 3.54% | 2.99% |
Larsen & Toubro Limited Construction | 2.97% | 3.58% | 2.97% |
Reliance Industries Limited Petroleum Products | 2.82% | 5.26% | 2.82% |
Mahindra & Mahindra Limited Automobiles | 2.61% | 2.89% | 2.61% |
Bharti Airtel Limited Telecom - Services | 3.71% | 2.19% | 2.19% |
Kotak Mahindra Bank Limited Banks | 1.92% | 3.72% | 1.92% |
Tata Consultancy Services Limited IT - Software | 1.67% | 2.86% | 1.67% |
Axis Bank Limited Banks | 1.65% | 4.08% | 1.65% |
HDFC Life Insurance Company Limited Insurance | 1.22% | 1.93% | 1.22% |
InterGlobe Aviation Limited Transport Services | 1.16% | 1.56% | 1.16% |
Tata Steel Limited Ferrous Metals | 1.04% | 2.56% | 1.04% |
Hindustan Unilever Limited Diversified FMCG | 1.02% | 2.64% | 1.02% |
Hyundai Motor India Ltd Automobiles | 0.99% | 1.32% | 0.99% |
Nestle India Limited Food Products | 0.75% | 1.43% | 0.75% |
Power Grid Corporation of India Limited Power | 0.51% | 1.43% | 0.51% |
Bharat Heavy Electricals Limited Electrical Equipment | 0.48% | 0.95% | 0.48% |
Samvardhana Motherson International Limited Auto Components | 0.37% | 2.32% | 0.37% |
LG Electronics India Ltd Consumer Durables | 0.36% | 0.86% | 0.36% |
Tech Mahindra Limited IT - Software | 0.27% | 1.85% | 0.27% |
ICICI Prudential Asset Management Company Limited Capital Markets | 0.23% | 1.83% | 0.23% |
Unique to Axis ELSS Tax Saver
- Pidilite Industries Limited2.25%
Unique to TATA LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks20.4% (5)
IT - Software5.3% (3)
Automobiles3.6% (2)
Finance3.0% (1)
Construction3.0% (1)
Petroleum Products2.8% (1)
Telecom - Services2.2% (1)
Insurance1.2% (1)
Transport Services1.2% (1)
Ferrous Metals1.0% (1)
Diversified FMCG1.0% (1)
Food Products0.8% (1)
Power0.5% (1)
Electrical Equipment0.5% (1)
Auto Components0.4% (1)
Consumer Durables0.4% (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 TATA LARGE CAP
- vs ADITYA BIRLA SUN LIFE BSE SENS61.5% · 19 stocks
- vs HDFC BSE SENSEX ETF61.5% · 19 stocks
- vs HDFC BSE Sensex Index61.5% · 19 stocks
- vs ICICI Prudential BSE Sensex ET61.5% · 19 stocks
- vs Kotak BSE Sensex ETF61.5% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.