Axis Equity Savings Fund vs Parag Parikh Large Cap Fund

Axis vs PPFAS· Portfolio Overlap Analysis

47.5%High Overlap

48 common stocksRank #12649 / 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 (48)

Stock	Wt% in Axis Equity Savings	Wt% in Parag Parikh Large Cap	Overlap
HDFC Bank Limited Banks	7.98%	9.77%	7.98%
Reliance Industries Limited Petroleum Products	9.10%	6.82%	6.82%
ICICI Bank Limited Banks	6.38%	7.17%	6.38%
Larsen & Toubro Limited Construction	2.88%	3.64%	2.88%
Bharti Airtel Limited Telecom - Services	2.26%	3.79%	2.26%
Kotak Mahindra Bank Limited Banks	2.76%	2.25%	2.25%
Mahindra & Mahindra Limited Automobiles	2.38%	2.20%	2.20%
State Bank of India Banks	1.29%	3.61%	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%
ITC Limited Diversified FMCG	0.63%	2.19%	0.63%
Tech Mahindra Limited IT - Software	1.05%	0.62%	0.62%
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%	0.30%	0.30%
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%
HDFC Life Insurance Company Limited Insurance	0.22%	0.56%	0.22%
Grasim Industries Limited Cement & Cement Products	0.19%	0.78%	0.19%
Pidilite Industries Limited Chemicals & Petrochemicals	0.18%	0.34%	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%
Ambuja Cements Limited Cement & Cement Products	0.87%	0.09%	0.09%
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 Parag Parikh Large Cap

Axis Bank Limited2.91%

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

0.9% (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 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 Parag Parikh Large Cap

vs HDFC NIFTY 100 ETF99.8% · 100 stocks
vs ICICI Prudential Nifty 100 ETF99.8% · 100 stocks
vs Axis Nifty 100 Index99.7% · 100 stocks
vs Nippon India ETF Nifty 10099.7% · 100 stocks
vs HDFC NIFTY 100 Index99.7% · 100 stocks

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