Axis Flexi Cap Fund vs Axis Large Cap Fund
Axis vs Axis· Portfolio Overlap Analysis
48.9%High Overlap
24 common stocksRank #11323 / 20,000
Investor takeaway: At 48.9% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (24)
| Stock | Wt% in Axis Flexi Cap | Wt% in Axis Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 9.31% | 8.73% | 8.73% |
HDFC Bank Limited Banks | 5.85% | 8.30% | 5.85% |
Bharti Airtel Limited Telecom - Services | 4.33% | 4.41% | 4.33% |
Bajaj Finance Limited Finance | 3.43% | 3.91% | 3.43% |
Mahindra & Mahindra Limited Automobiles | 3.18% | 3.57% | 3.18% |
Infosys Limited IT - Software | 3.04% | 4.04% | 3.04% |
UltraTech Cement Limited Cement & Cement Products | 3.14% | 2.73% | 2.73% |
Eternal Limited Retailing | 3.18% | 1.96% | 1.96% |
State Bank of India Banks | 1.94% | 4.22% | 1.94% |
InterGlobe Aviation Limited Transport Services | 2.04% | 1.77% | 1.77% |
Bharat Electronics Limited Aerospace & Defense | 4.07% | 1.64% | 1.64% |
Titan Company Limited Consumer Durables | 1.22% | 1.94% | 1.22% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.18% | 1.40% | 1.18% |
Cholamandalam Investment and Finance Company Ltd Finance | 2.18% | 1.13% | 1.13% |
Samvardhana Motherson International Limited Auto Components | 1.39% | 1.08% | 1.08% |
TVS Motor Company Limited Automobiles | 1.55% | 0.99% | 0.99% |
The Indian Hotels Company Limited Leisure Services | 1.48% | 0.92% | 0.92% |
Axis Bank Limited Banks | 1.55% | 0.80% | 0.80% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.78% | 1.18% | 0.78% |
Cummins India Limited Industrial Products | 1.32% | 0.60% | 0.60% |
Trent Limited Retailing | 1.38% | 0.59% | 0.59% |
Solar Industries India Limited Chemicals & Petrochemicals | 1.00% | 0.56% | 0.56% |
Dixon Technologies (India) Limited Consumer Durables | 0.50% | 0.30% | 0.30% |
Hindustan Aeronautics Limited Aerospace & Defense | 0.93% | 0.16% | 0.16% |
Unique to Axis Flexi Cap
- Krishna Institute Of Medical Sciences Limited3.15%
Unique to Axis Large Cap
- Reliance Industries Limited6.06%
- Larsen & Toubro Limited5.24%
- Kotak Mahindra Bank Limited3.61%
Sector Overlap Breakdown
Banks17.3% (4)
Finance4.6% (2)
Telecom - Services4.3% (1)
Automobiles4.2% (2)
IT - Software3.0% (1)
Cement & Cement Products2.7% (1)
Retailing2.5% (2)
Aerospace & Defense1.8% (2)
Transport Services1.8% (1)
Consumer Durables1.5% (2)
Agricultural, Commercial & Construction Vehicles1.2% (1)
Auto Components1.1% (1)
Leisure Services0.9% (1)
Electrical Equipment0.8% (1)
Industrial Products0.6% (1)
Chemicals & Petrochemicals0.6% (1)
More comparisons for Axis Flexi Cap
- vs Axis Focused53.8% · 20 stocks
- vs Axis ELSS Tax Saver52.3% · 31 stocks
- vs CANARA ROBECO FOCUSED49.8% · 17 stocks
- vs CANARA ROBECO FLEXICAP49.4% · 28 stocks
- vs CANARA ROBECO LARGE CAP47.7% · 23 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.