Axis Equity Savings Fund vs CANARA ROBECO LARGE CAP FUND

Axis vs Canara Robeco· Portfolio Overlap Analysis

44.8%High Overlap

34 common stocksRank #16509 / 20,000

Investor takeaway: At 44.8% 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 (34)

Stock	Wt% in Axis Equity Savings	Wt% in CANARA ROBECO LARGE CAP	Overlap
HDFC Bank Limited Banks	7.98%	8.87%	7.98%
ICICI Bank Limited Banks	6.38%	8.14%	6.38%
Reliance Industries Limited Petroleum Products	9.10%	5.22%	5.22%
Larsen & Toubro Limited Construction	2.88%	4.33%	2.88%
Mahindra & Mahindra Limited Automobiles	2.38%	3.32%	2.38%
Kotak Mahindra Bank Limited Banks	2.76%	2.27%	2.27%
Bharti Airtel Limited Telecom - Services	2.26%	4.25%	2.26%
Eternal Limited Retailing	1.79%	1.81%	1.79%
State Bank of India Banks	1.29%	4.59%	1.29%
SBI Life Insurance Company Limited Insurance	1.27%	1.65%	1.27%
Tata Steel Limited Ferrous Metals	2.91%	1.24%	1.24%
Infosys Limited IT - Software	1.07%	3.60%	1.07%
Tech Mahindra Limited IT - Software	1.05%	1.29%	1.05%
Hindustan Aeronautics Limited Aerospace & Defense	1.39%	0.91%	0.91%
Titan Company Limited Consumer Durables	0.81%	1.64%	0.81%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.78%	1.50%	0.78%
Bajaj Finance Limited Finance	0.68%	2.93%	0.68%
ITC Limited Diversified FMCG	0.63%	1.38%	0.63%
UltraTech Cement Limited Cement & Cement Products	0.61%	2.47%	0.61%
Tata Consultancy Services Limited IT - Software	0.41%	1.30%	0.41%
NTPC Limited Power	0.41%	1.50%	0.41%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	0.41%	1.30%	0.41%
United Spirits Limited Beverages	0.40%	1.17%	0.40%
Cholamandalam Investment and Finance Company Ltd Finance	0.33%	1.12%	0.33%
Trent Limited Retailing	0.24%	0.77%	0.24%
SRF Limited Chemicals & Petrochemicals	0.24%	0.37%	0.24%
Shriram Finance Limited Finance	0.24%	0.46%	0.24%
Hindustan Unilever Limited Diversified FMCG	0.18%	0.85%	0.18%
HDFC Asset Management Company Limited Capital Markets	0.14%	0.36%	0.14%
Hindalco Industries Limited Non - Ferrous Metals	0.14%	0.22%	0.14%
Multi Commodity Exchange of India Limited Capital Markets	0.05%	0.29%	0.05%
Max Healthcare Institute Limited Healthcare Services	0.03%	1.34%	0.03%
Samvardhana Motherson International Limited Auto Components	0.03%	0.80%	0.03%
Maruti Suzuki India Limited Automobiles	0.01%	1.60%	0.01%

Unique to Axis Equity Savings

All top holdings are shared with the other fund.

Unique to CANARA ROBECO LARGE CAP

Axis Bank Ltd3.21%

Sector Overlap Breakdown

Banks

17.9% (4)

Petroleum Products

5.2% (1)

Construction

2.9% (1)

IT - Software

2.5% (3)

Automobiles

2.4% (2)

Telecom - Services

2.3% (1)

Retailing

2.0% (2)

Insurance

1.3% (1)

Finance

1.3% (3)

Ferrous Metals

1.2% (1)

Pharmaceuticals & Biotechnology

1.2% (2)

Aerospace & Defense

0.9% (1)

Consumer Durables

0.8% (1)

Diversified FMCG

0.8% (2)

Cement & Cement Products

0.6% (1)

Power

0.4% (1)

Beverages

0.4% (1)

Chemicals & Petrochemicals

0.2% (1)

Capital Markets

0.2% (2)

Non - Ferrous Metals

0.1% (1)

Healthcare Services

0.0% (1)

Auto Components

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 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 CANARA ROBECO LARGE CAP

vs CANARA ROBECO FLEXICAP74.8% · 49 stocks
vs Axis Large Cap73.0% · 39 stocks
vs Baroda BNP Paribas Nifty 50 In70.8% · 33 stocks
vs HDFC NIFTY 50 ETF70.7% · 33 stocks
vs HDFC Nifty 50 Index70.7% · 33 stocks

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