Axis Flexi Cap Fund vs Axis Focused Fund

Axis vs Axis· Portfolio Overlap Analysis

53.8%High Overlap
20 common stocksRank #7340 / 20,000

Investor takeaway: At 53.8% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (20)

StockWt% in Axis Flexi CapWt% in Axis FocusedOverlap
ICICI Bank Limited
Banks
9.31%9.22%9.22%
HDFC Bank Limited
Banks
5.85%6.46%5.85%
Bharti Airtel Limited
Telecom - Services
4.33%4.37%4.33%
Bajaj Finance Limited
Finance
3.43%3.65%3.43%
Mahindra & Mahindra Limited
Automobiles
3.18%3.22%3.18%
Eternal Limited
Retailing
3.18%5.13%3.18%
Infosys Limited
IT - Software
3.04%3.42%3.04%
Apar Industries Limited
Electrical Equipment
2.61%2.80%2.61%
Cholamandalam Investment and Finance Company Ltd
Finance
2.18%4.90%2.18%
InterGlobe Aviation Limited
Transport Services
2.04%2.93%2.04%
State Bank of India
Banks
1.94%2.25%1.94%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
1.88%2.23%1.88%
Prestige Estates Projects Limited
Realty
1.80%2.78%1.80%
PB Fintech Limited
Financial Technology (Fintech)
1.64%3.13%1.64%
Torrent Power Limited
Power
1.61%3.73%1.61%
Axis Bank Limited
Banks
1.55%1.38%1.38%
Cummins India Limited
Industrial Products
1.32%2.60%1.32%
Trent Limited
Retailing
1.38%1.18%1.18%
Titan Company Limited
Consumer Durables
1.22%1.09%1.09%
Hindustan Aeronautics Limited
Aerospace & Defense
0.93%2.26%0.93%

Unique to Axis Flexi Cap

  • Bharat Electronics Limited4.07%
  • Krishna Institute Of Medical Sciences Limited3.15%
  • UltraTech Cement Limited3.14%

Unique to Axis Focused

  • Divi's Laboratories Limited5.04%
  • Apollo Hospitals Enterprise Limited4.62%
  • Pidilite Industries Limited3.87%

Sector Overlap Breakdown

Banks
18.4% (4)
Finance
5.6% (2)
Retailing
4.4% (2)
Telecom - Services
4.3% (1)
Automobiles
3.2% (1)
IT - Software
3.0% (1)
Electrical Equipment
2.6% (1)
Transport Services
2.0% (1)
Pharmaceuticals & Biotechnology
1.9% (1)
Realty
1.8% (1)
Financial Technology (Fintech)
1.6% (1)
Power
1.6% (1)
Industrial Products
1.3% (1)
Consumer Durables
1.1% (1)
Aerospace & Defense
0.9% (1)

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