Axis ESG Integration Strategy Fund vs Axis Large Cap Fund
Axis vs Axis· Portfolio Overlap Analysis
46.3%High Overlap
22 common stocksRank #14196 / 20,000
Investor takeaway: At 46.3% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (22)
| Stock | Wt% in Axis ESG Integration Strategy | Wt% in Axis Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.02% | 8.30% | 7.02% |
ICICI Bank Limited Banks | 6.21% | 8.73% | 6.21% |
State Bank of India Banks | 7.21% | 4.22% | 4.22% |
Bajaj Finance Limited Finance | 4.09% | 3.91% | 3.91% |
Reliance Industries Limited Petroleum Products | 3.58% | 6.06% | 3.58% |
Infosys Limited IT - Software | 3.08% | 4.04% | 3.08% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.55% | 2.51% | 2.51% |
Kotak Mahindra Bank Limited Banks | 2.00% | 3.61% | 2.00% |
Titan Company Limited Consumer Durables | 3.06% | 1.94% | 1.94% |
Shriram Finance Limited Finance | 1.91% | 1.69% | 1.69% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 2.68% | 1.40% | 1.40% |
UltraTech Cement Limited Cement & Cement Products | 1.21% | 2.73% | 1.21% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.92% | 1.18% | 1.18% |
Cholamandalam Investment and Finance Company Ltd Finance | 2.01% | 1.13% | 1.13% |
Tech Mahindra Limited IT - Software | 2.11% | 0.95% | 0.95% |
Larsen & Toubro Limited Construction | 0.85% | 5.24% | 0.85% |
Tata Consumer Products Limited Agricultural Food & other Products | 2.18% | 0.82% | 0.82% |
Axis Bank Limited Banks | 3.66% | 0.80% | 0.80% |
Maruti Suzuki India Limited Automobiles | 3.01% | 0.77% | 0.77% |
Varun Beverages Limited Beverages | 2.09% | 0.40% | 0.40% |
SBI Life Insurance Company Limited Insurance | 1.09% | 0.32% | 0.32% |
TVS Motor Company Limited Automobiles | 0.30% | 0.99% | 0.30% |
Unique to Axis ESG Integration Strategy
- Gland Pharma Limited4.66%
- JB Chemicals & Pharmaceuticals Limited3.14%
Unique to Axis Large Cap
- Bharti Airtel Limited4.41%
- Mahindra & Mahindra Limited3.57%
Sector Overlap Breakdown
Banks20.3% (5)
Finance6.7% (3)
IT - Software4.0% (2)
Petroleum Products3.6% (1)
Healthcare Services2.5% (1)
Consumer Durables1.9% (1)
Agricultural, Commercial & Construction Vehicles1.4% (1)
Cement & Cement Products1.2% (1)
Electrical Equipment1.2% (1)
Automobiles1.1% (2)
Construction0.8% (1)
Agricultural Food & other Products0.8% (1)
Beverages0.4% (1)
Insurance0.3% (1)
More comparisons for Axis ESG Integration Strategy
- vs CANARA ROBECO LARGE CAP46.8% · 22 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA44.5% · 23 stocks
- vs Baroda BNP Paribas Nifty 50 In44.3% · 20 stocks
- vs HDFC NIFTY 50 ETF44.3% · 20 stocks
- vs HDFC Nifty 50 Index44.3% · 20 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.