Axis ESG Integration Strategy Fund vs CANARA ROBECO LARGE CAP FUND

Axis vs Canara Robeco· Portfolio Overlap Analysis

46.8%High Overlap
22 common stocksRank #13581 / 20,000

Investor takeaway: At 46.8% 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 (22)

StockWt% in Axis ESG Integration StrategyWt% in CANARA ROBECO LARGE CAPOverlap
HDFC Bank Limited
Banks
7.02%8.87%7.02%
ICICI Bank Limited
Banks
6.21%8.14%6.21%
State Bank of India
Banks
7.21%4.59%4.59%
Reliance Industries Limited
Petroleum Products
3.58%5.22%3.58%
Axis Bank Limited
Banks
3.66%3.21%3.21%
Infosys Limited
IT - Software
3.08%3.60%3.08%
Bajaj Finance Limited
Finance
4.09%2.93%2.93%
Kotak Mahindra Bank Limited
Banks
2.00%2.27%2.00%
Titan Company Limited
Consumer Durables
3.06%1.64%1.64%
Maruti Suzuki India Limited
Automobiles
3.01%1.60%1.60%
Tata Consumer Products Limited
Agricultural Food & other Products
2.18%1.43%1.43%
Varun Beverages Limited
Beverages
2.09%1.33%1.33%
Tech Mahindra Limited
IT - Software
2.11%1.29%1.29%
CG Power and Industrial Solutions Limited
Electrical Equipment
1.92%1.26%1.26%
UltraTech Cement Limited
Cement & Cement Products
1.21%2.47%1.21%
Cholamandalam Investment and Finance Company Ltd
Finance
2.01%1.12%1.12%
SBI Life Insurance Company Limited
Insurance
1.09%1.65%1.09%
Larsen & Toubro Limited
Construction
0.85%4.33%0.85%
Shriram Finance Limited
Finance
1.91%0.46%0.46%
HCL Technologies Limited
IT - Software
1.99%0.40%0.40%
TVS Motor Company Limited
Automobiles
0.30%0.75%0.30%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
2.68%0.19%0.19%

Unique to Axis ESG Integration Strategy

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

Unique to CANARA ROBECO LARGE CAP

  • Bharti Airtel Ltd4.25%
  • Mahindra & Mahindra Ltd3.32%

Sector Overlap Breakdown

Banks
23.0% (5)
IT - Software
4.8% (3)
Finance
4.5% (3)
Petroleum Products
3.6% (1)
Automobiles
1.9% (2)
Consumer Durables
1.6% (1)
Agricultural Food & other Products
1.4% (1)
Beverages
1.3% (1)
Electrical Equipment
1.3% (1)
Cement & Cement Products
1.2% (1)
Insurance
1.1% (1)
Construction
0.8% (1)
Agricultural, Commercial & Construction Vehicles
0.2% (1)

More comparisons for Axis ESG Integration Strategy

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