Axis Equity Savings Fund vs Axis Nifty 100 Index Fund

Axis vs Axis· Portfolio Overlap Analysis

47.6%High Overlap

48 common stocksRank #12569 / 20,000

Investor takeaway: At 47.6% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (48)

Stock	Wt% in Axis Equity Savings	Wt% in Axis Nifty 100 Index	Overlap
HDFC Bank Limited Banks	7.98%	9.85%	7.98%
Reliance Industries Limited Petroleum Products	9.10%	6.82%	6.82%
ICICI Bank Limited Banks	6.38%	7.14%	6.38%
Larsen & Toubro Limited Construction	2.88%	3.64%	2.88%
Bharti Airtel Limited Telecom - Services	2.26%	3.80%	2.26%
Kotak Mahindra Bank Limited Banks	2.76%	2.21%	2.21%
Mahindra & Mahindra Limited Automobiles	2.38%	2.20%	2.20%
State Bank of India Banks	1.29%	3.62%	1.29%
Eternal Limited Retailing	1.79%	1.28%	1.28%
Tata Steel Limited Ferrous Metals	2.91%	1.27%	1.27%
Infosys Limited IT - Software	1.07%	3.30%	1.07%
Titan Company Limited Consumer Durables	0.81%	1.29%	0.81%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.78%	1.33%	0.78%
Bajaj Finance Limited Finance	0.68%	1.92%	0.68%
SBI Life Insurance Company Limited Insurance	1.27%	0.66%	0.66%
Tech Mahindra Limited IT - Software	1.05%	0.63%	0.63%
ITC Limited Diversified FMCG	0.63%	2.19%	0.63%
UltraTech Cement Limited Cement & Cement Products	0.61%	1.09%	0.61%
Apollo Hospitals Enterprise Limited Healthcare Services	1.21%	0.58%	0.58%
Hindustan Aeronautics Limited Aerospace & Defense	1.39%	0.54%	0.54%
Power Grid Corporation of India Limited Power	0.46%	0.98%	0.46%
Bank of Baroda Banks	1.14%	0.43%	0.43%
Tata Consultancy Services Limited IT - Software	0.41%	1.95%	0.41%
NTPC Limited Power	0.41%	1.31%	0.41%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	0.41%	0.59%	0.41%
Godrej Consumer Products Limited Personal Products	0.72%	0.35%	0.35%
Jindal Steel Limited Ferrous Metals	0.90%	0.34%	0.34%
Cholamandalam Investment and Finance Company Ltd Finance	0.33%	0.53%	0.33%
Punjab National Bank Banks	0.60%	0.32%	0.32%
United Spirits Limited Beverages	0.40%	0.29%	0.29%
DLF Limited Realty	1.08%	0.28%	0.28%
Trent Limited Retailing	0.24%	0.63%	0.24%
Shriram Finance Limited Finance	0.24%	1.10%	0.24%
Ambuja Cements Limited Cement & Cement Products	0.87%	0.22%	0.22%
HDFC Life Insurance Company Limited Insurance	0.22%	0.56%	0.22%
Grasim Industries Limited Cement & Cement Products	0.19%	0.77%	0.19%
Pidilite Industries Limited Chemicals & Petrochemicals	0.18%	0.33%	0.18%
Hindustan Unilever Limited Diversified FMCG	0.18%	1.50%	0.18%
Hindalco Industries Limited Non - Ferrous Metals	0.14%	0.97%	0.14%
Bajaj Finserv Limited Finance	0.11%	0.83%	0.11%
Cipla Limited Pharmaceuticals & Biotechnology	0.10%	0.55%	0.10%
Havells India Limited Consumer Durables	0.04%	0.26%	0.04%
Bharat Petroleum Corporation Limited Petroleum Products	0.04%	0.54%	0.04%
Solar Industries India Limited Chemicals & Petrochemicals	0.04%	0.24%	0.04%
Max Healthcare Institute Limited Healthcare Services	0.03%	0.59%	0.03%
Samvardhana Motherson International Limited Auto Components	0.03%	0.43%	0.03%
ABB India Limited Electrical Equipment	0.03%	0.23%	0.03%
Maruti Suzuki India Limited Automobiles	0.01%	1.41%	0.01%

Unique to Axis Equity Savings

All top holdings are shared with the other fund.

Unique to Axis Nifty 100 Index

Axis Bank Limited2.87%

Sector Overlap Breakdown

Banks

18.6% (6)

Petroleum Products

6.9% (2)

Construction

2.9% (1)

Telecom - Services

2.3% (1)

Automobiles

2.2% (2)

IT - Software

2.1% (3)

Ferrous Metals

1.6% (2)

Retailing

1.5% (2)

Finance

1.4% (4)

Pharmaceuticals & Biotechnology

1.3% (3)

Cement & Cement Products

1.0% (3)

Insurance

0.9% (2)

Power

0.9% (2)

Consumer Durables

0.8% (2)

Diversified FMCG

0.8% (2)

Healthcare Services

0.6% (2)

Aerospace & Defense

0.5% (1)

Personal Products

0.3% (1)

Beverages

0.3% (1)

Realty

0.3% (1)

Chemicals & Petrochemicals

0.2% (2)

Non - Ferrous Metals

0.1% (1)

Auto Components

0.0% (1)

Electrical Equipment

0.0% (1)

More comparisons for Axis Equity Savings

vs SBI BSE 100 ETF48.7% · 54 stocks
vs HDFC NIFTY 100 ETF47.6% · 48 stocks
vs ICICI Prudential Nifty 100 ETF47.6% · 48 stocks
vs LIC MF NIFTY 100 ETF47.6% · 48 stocks
vs Nippon India ETF Nifty 10047.6% · 48 stocks

More comparisons for Axis Nifty 100 Index

vs HDFC NIFTY 100 ETF99.9% · 100 stocks
vs ICICI Prudential Nifty 100 ETF99.9% · 100 stocks
vs Nippon India ETF Nifty 10099.9% · 100 stocks
vs HDFC NIFTY 100 Index99.8% · 100 stocks
vs Motilal Oswal Nifty 100 ETF99.8% · 100 stocks

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