Axis Equity Savings Fund vs Axis Large Cap Fund
Axis vs Axis· Portfolio Overlap Analysis
43.2%High Overlap
32 common stocksRank #18607 / 20,000
Investor takeaway: At 43.2% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (32)
| Stock | Wt% in Axis Equity Savings | Wt% in Axis Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.98% | 8.30% | 7.98% |
ICICI Bank Limited Banks | 6.38% | 8.73% | 6.38% |
Reliance Industries Limited Petroleum Products | 9.10% | 6.06% | 6.06% |
Larsen & Toubro Limited Construction | 2.88% | 5.24% | 2.88% |
Kotak Mahindra Bank Limited Banks | 2.76% | 3.61% | 2.76% |
Mahindra & Mahindra Limited Automobiles | 2.38% | 3.57% | 2.38% |
Bharti Airtel Limited Telecom - Services | 2.26% | 4.41% | 2.26% |
Eternal Limited Retailing | 1.79% | 1.96% | 1.79% |
State Bank of India Banks | 1.29% | 4.22% | 1.29% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.21% | 2.51% | 1.21% |
Infosys Limited IT - Software | 1.07% | 4.04% | 1.07% |
Tech Mahindra Limited IT - Software | 1.05% | 0.95% | 0.95% |
Titan Company Limited Consumer Durables | 0.81% | 1.94% | 0.81% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 0.78% | 1.38% | 0.78% |
Bajaj Finance Limited Finance | 0.68% | 3.91% | 0.68% |
UltraTech Cement Limited Cement & Cement Products | 0.61% | 2.73% | 0.61% |
Tata Consultancy Services Limited IT - Software | 0.41% | 0.83% | 0.41% |
NTPC Limited Power | 0.41% | 1.19% | 0.41% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 0.41% | 1.07% | 0.41% |
Cholamandalam Investment and Finance Company Ltd Finance | 0.33% | 1.13% | 0.33% |
SBI Life Insurance Company Limited Insurance | 1.27% | 0.32% | 0.32% |
Trent Limited Retailing | 0.24% | 0.59% | 0.24% |
Shriram Finance Limited Finance | 0.24% | 1.69% | 0.24% |
HDFC Life Insurance Company Limited Insurance | 0.22% | 0.56% | 0.22% |
Pidilite Industries Limited Chemicals & Petrochemicals | 0.18% | 1.56% | 0.18% |
Hindustan Unilever Limited Diversified FMCG | 0.18% | 0.44% | 0.18% |
Hindustan Aeronautics Limited Aerospace & Defense | 1.39% | 0.16% | 0.16% |
Cummins India Limited Industrial Products | 0.07% | 0.60% | 0.07% |
Solar Industries India Limited Chemicals & Petrochemicals | 0.04% | 0.56% | 0.04% |
Dixon Technologies (India) Limited Consumer Durables | 0.03% | 0.30% | 0.03% |
Samvardhana Motherson International Limited Auto Components | 0.03% | 1.08% | 0.03% |
Maruti Suzuki India Limited Automobiles | 0.01% | 0.77% | 0.01% |
Unique to Axis Equity Savings
- Tata Steel Limited2.91%
Unique to Axis Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks18.4% (4)
Petroleum Products6.1% (1)
Construction2.9% (1)
IT - Software2.4% (3)
Automobiles2.4% (2)
Telecom - Services2.3% (1)
Retailing2.0% (2)
Finance1.3% (3)
Healthcare Services1.2% (1)
Pharmaceuticals & Biotechnology1.2% (2)
Consumer Durables0.8% (2)
Cement & Cement Products0.6% (1)
Insurance0.5% (2)
Power0.4% (1)
Chemicals & Petrochemicals0.2% (2)
Diversified FMCG0.2% (1)
Aerospace & Defense0.2% (1)
Industrial Products0.1% (1)
Auto Components0.0% (1)
More comparisons for Axis Equity Savings
- vs SBI BSE 100 ETF48.7% · 54 stocks
- vs HDFC NIFTY 100 ETF47.6% · 48 stocks
- vs Axis Nifty 100 Index47.6% · 48 stocks
- vs ICICI Prudential Nifty 100 ETF47.6% · 48 stocks
- vs LIC MF NIFTY 100 ETF47.6% · 48 stocks
More comparisons for Axis Large Cap
- vs CANARA ROBECO LARGE CAP73.0% · 39 stocks
- vs PGIM INDIA LARGE CAP65.5% · 35 stocks
- vs HDFC NIFTY 50 ETF65.1% · 29 stocks
- vs HDFC Nifty 50 Index65.1% · 29 stocks
- vs ICICI Prudential Nifty 50 ETF65.1% · 29 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.