Axis ESG Integration Strategy Fund vs DSP Quant Fund
Axis vs DSP· Portfolio Overlap Analysis
20.4%Moderate Overlap
9 common stocks0
Investor takeaway: These funds share moderate overlap at 20.4%. Some duplication is normal, but you should still check whether the common sectors match the role you want each fund to play.
Common Holdings (9)
| Stock | Wt% in Axis ESG Integration Strategy | Wt% in DSP Quant | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.02% | 8.15% | 7.02% |
Infosys Limited IT - Software | 3.08% | 2.68% | 2.68% |
Maruti Suzuki India Limited Automobiles | 3.01% | 2.35% | 2.35% |
HCL Technologies Limited IT - Software | 1.99% | 2.05% | 1.99% |
Shriram Finance Limited Finance | 1.91% | 3.80% | 1.91% |
Wipro Limited IT - Software | 1.68% | 1.93% | 1.68% |
The Federal Bank Limited Banks | 1.66% | 2.06% | 1.66% |
Larsen & Toubro Limited Construction | 0.85% | 3.14% | 0.85% |
TVS Motor Company Limited Automobiles | 0.30% | 2.71% | 0.30% |
Unique to Axis ESG Integration Strategy
- State Bank of India7.21%
- ICICI Bank Limited6.21%
- Gland Pharma Limited4.66%
- Bajaj Finance Limited4.09%
- Axis Bank Limited3.66%
- Reliance Industries Limited3.58%
- JB Chemicals & Pharmaceuticals Limited3.14%
- Titan Company Limited3.06%
Unique to DSP Quant
- Eicher Motors Limited3.25%
- Bharti Airtel Limited3.23%
- Hindalco Industries Limited3.01%
- Cummins India Limited2.72%
- Indus Towers Limited2.70%
Sector Overlap Breakdown
Banks8.7% (2)
IT - Software6.3% (3)
Automobiles2.6% (2)
Finance1.9% (1)
Construction0.8% (1)
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.