Axis ESG Integration Strategy Fund vs Baroda BNP Paribas Nifty 50 Index Fund

Axis vs Baroda BNP· Portfolio Overlap Analysis

44.3%High Overlap
20 common stocksRank #17117 / 20,000

Investor takeaway: At 44.3% 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 (20)

StockWt% in Axis ESG Integration StrategyWt% in Baroda BNP Paribas Nifty 50 InOverlap
HDFC Bank Limited
Banks
7.02%11.93%7.02%
ICICI Bank Limited
Banks
6.21%8.48%6.21%
State Bank of India
Banks
7.21%4.44%4.44%
Reliance Industries Limited
Petroleum Products
3.58%8.34%3.58%
Axis Bank Limited
Banks
3.66%3.44%3.44%
Infosys Limited
IT - Software
3.08%3.92%3.08%
Bajaj Finance Limited
Finance
4.09%2.33%2.33%
Kotak Mahindra Bank Limited
Banks
2.00%2.69%2.00%
Maruti Suzuki India Limited
Automobiles
3.01%1.69%1.69%
Titan Company Limited
Consumer Durables
3.06%1.55%1.55%
Shriram Finance Limited
Finance
1.91%1.30%1.30%
HCL Technologies Limited
IT - Software
1.99%1.25%1.25%
UltraTech Cement Limited
Cement & Cement Products
1.21%1.31%1.21%
Oil & Natural Gas Corporation Limited
Oil
0.99%0.95%0.95%
Larsen & Toubro Limited
Construction
0.85%4.36%0.85%
SBI Life Insurance Company Limited
Insurance
1.09%0.80%0.80%
Tech Mahindra Limited
IT - Software
2.11%0.74%0.74%
Apollo Hospitals Enterprise Limited
Healthcare Services
2.55%0.70%0.70%
Tata Consumer Products Limited
Agricultural Food & other Products
2.18%0.65%0.65%
Wipro Limited
IT - Software
1.68%0.50%0.50%

Unique to Axis ESG Integration Strategy

  • Gland Pharma Limited4.66%
  • JB Chemicals & Pharmaceuticals Limited3.14%

Unique to Baroda BNP Paribas Nifty 50 In

  • Bharti Airtel Limited4.65%
  • ITC Limited2.66%

Sector Overlap Breakdown

Banks
23.1% (5)
IT - Software
5.6% (4)
Finance
3.6% (2)
Petroleum Products
3.6% (1)
Automobiles
1.7% (1)
Consumer Durables
1.6% (1)
Cement & Cement Products
1.2% (1)
Oil
0.9% (1)
Construction
0.8% (1)
Insurance
0.8% (1)
Healthcare Services
0.7% (1)
Agricultural Food & other Products
0.7% (1)

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