Axis Equity Savings Fund vs SBI BSE 100 ETF
Axis vs SBI· Portfolio Overlap Analysis
48.7%High Overlap
54 common stocksRank #11493 / 20,000
Investor takeaway: At 48.7% 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 (54)
| Stock | Wt% in Axis Equity Savings | Wt% in SBI BSE 100 ETF | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.98% | 9.52% | 7.98% |
Reliance Industries Limited Petroleum Products | 9.10% | 6.65% | 6.65% |
ICICI Bank Limited Banks | 6.38% | 6.95% | 6.38% |
Larsen & Toubro Limited Construction | 2.88% | 3.53% | 2.88% |
Bharti Airtel Limited Telecom - Services | 2.26% | 3.70% | 2.26% |
Kotak Mahindra Bank Limited Banks | 2.76% | 2.15% | 2.15% |
Mahindra & Mahindra Limited Automobiles | 2.38% | 2.14% | 2.14% |
State Bank of India Banks | 1.29% | 3.52% | 1.29% |
Tata Steel Limited Ferrous Metals | 2.91% | 1.23% | 1.23% |
Eternal Limited Retailing | 1.79% | 1.21% | 1.21% |
Infosys Limited IT - Software | 1.07% | 3.27% | 1.07% |
Titan Company Limited Consumer Durables | 0.81% | 1.25% | 0.81% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 0.78% | 1.29% | 0.78% |
Bajaj Finance Limited Finance | 0.68% | 1.84% | 0.68% |
SBI Life Insurance Company Limited Insurance | 1.27% | 0.65% | 0.65% |
ITC Limited Diversified FMCG | 0.63% | 2.13% | 0.63% |
Tech Mahindra Limited IT - Software | 1.05% | 0.61% | 0.61% |
UltraTech Cement Limited Cement & Cement Products | 0.61% | 1.05% | 0.61% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.21% | 0.56% | 0.56% |
Hindustan Aeronautics Limited Aerospace & Defense | 1.39% | 0.52% | 0.52% |
The Federal Bank Limited Banks | 0.51% | 0.52% | 0.51% |
Power Grid Corporation of India Limited Power | 0.46% | 0.96% | 0.46% |
IndusInd Bank Limited Banks | 0.70% | 0.44% | 0.44% |
Bank of Baroda Banks | 1.14% | 0.42% | 0.42% |
Tata Consultancy Services Limited IT - Software | 0.41% | 1.88% | 0.41% |
NTPC Limited Power | 0.41% | 1.28% | 0.41% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 0.41% | 0.58% | 0.41% |
Godrej Consumer Products Limited Personal Products | 0.72% | 0.34% | 0.34% |
Cholamandalam Investment and Finance Company Ltd Finance | 0.33% | 0.51% | 0.33% |
Punjab National Bank Banks | 0.60% | 0.31% | 0.31% |
United Spirits Limited Beverages | 0.40% | 0.28% | 0.28% |
DLF Limited Realty | 1.08% | 0.27% | 0.27% |
Yes Bank Limited Banks | 0.36% | 0.26% | 0.26% |
Coforge Limited IT - Software | 0.26% | 0.28% | 0.26% |
Trent Limited Retailing | 0.24% | 0.61% | 0.24% |
SRF Limited Chemicals & Petrochemicals | 0.24% | 0.26% | 0.24% |
Shriram Finance Limited Finance | 0.24% | 1.06% | 0.24% |
Ambuja Cements Limited Cement & Cement Products | 0.87% | 0.22% | 0.22% |
HDFC Life Insurance Company Limited Insurance | 0.22% | 0.54% | 0.22% |
Grasim Industries Limited Cement & Cement Products | 0.19% | 0.75% | 0.19% |
Pidilite Industries Limited Chemicals & Petrochemicals | 0.18% | 0.32% | 0.18% |
Hindustan Unilever Limited Diversified FMCG | 0.18% | 1.47% | 0.18% |
HDFC Asset Management Company Limited Capital Markets | 0.14% | 0.38% | 0.14% |
Hindalco Industries Limited Non - Ferrous Metals | 0.14% | 0.94% | 0.14% |
Bajaj Finserv Limited Finance | 0.11% | 0.81% | 0.11% |
Cipla Limited Pharmaceuticals & Biotechnology | 0.10% | 0.54% | 0.10% |
Cummins India Limited Industrial Products | 0.07% | 0.47% | 0.07% |
Havells India Limited Consumer Durables | 0.04% | 0.25% | 0.04% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.04% | 0.53% | 0.04% |
Max Healthcare Institute Limited Healthcare Services | 0.03% | 0.57% | 0.03% |
Dixon Technologies (India) Limited Consumer Durables | 0.03% | 0.30% | 0.03% |
Samvardhana Motherson International Limited Auto Components | 0.03% | 0.42% | 0.03% |
Lupin Limited Pharmaceuticals & Biotechnology | 0.01% | 0.39% | 0.01% |
Maruti Suzuki India Limited Automobiles | 0.01% | 1.38% | 0.01% |
Unique to Axis Equity Savings
All top holdings are shared with the other fund.
Unique to SBI BSE 100 ETF
- Axis Bank Ltd.2.79%
Sector Overlap Breakdown
Banks19.7% (9)
Petroleum Products6.7% (2)
Construction2.9% (1)
IT - Software2.4% (4)
Telecom - Services2.3% (1)
Automobiles2.1% (2)
Retailing1.4% (2)
Finance1.4% (4)
Pharmaceuticals & Biotechnology1.3% (4)
Ferrous Metals1.2% (1)
Cement & Cement Products1.0% (3)
Consumer Durables0.9% (3)
Insurance0.9% (2)
Power0.9% (2)
Diversified FMCG0.8% (2)
Healthcare Services0.6% (2)
Aerospace & Defense0.5% (1)
Chemicals & Petrochemicals0.4% (2)
Personal Products0.3% (1)
Beverages0.3% (1)
Realty0.3% (1)
Capital Markets0.1% (1)
Non - Ferrous Metals0.1% (1)
Industrial Products0.1% (1)
Auto Components0.0% (1)
More comparisons for Axis Equity Savings
- 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
- vs Nippon India ETF Nifty 10047.6% · 48 stocks
More comparisons for SBI BSE 100 ETF
- vs Axis Nifty 100 Index93.2% · 81 stocks
- vs HDFC NIFTY 100 ETF93.2% · 81 stocks
- vs HDFC NIFTY 100 Index93.2% · 81 stocks
- vs ICICI Prudential Nifty 100 ETF93.2% · 81 stocks
- vs LIC MF NIFTY 100 ETF93.2% · 81 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.