Axis Flexi Cap Fund vs Axis Services Opportunities Fund
Axis vs Axis· Portfolio Overlap Analysis
43.8%High Overlap
18 common stocksRank #17839 / 20,000
Investor takeaway: At 43.8% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (18)
| Stock | Wt% in Axis Flexi Cap | Wt% in Axis Services Opportunities | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 9.31% | 9.60% | 9.31% |
HDFC Bank Limited Banks | 5.85% | 8.06% | 5.85% |
Bharti Airtel Limited Telecom - Services | 4.33% | 7.14% | 4.33% |
Bajaj Finance Limited Finance | 3.43% | 3.86% | 3.43% |
Eternal Limited Retailing | 3.18% | 5.80% | 3.18% |
Krishna Institute Of Medical Sciences Limited Healthcare Services | 3.15% | 3.35% | 3.15% |
Infosys Limited IT - Software | 3.04% | 2.94% | 2.94% |
Cholamandalam Investment and Finance Company Ltd Finance | 2.18% | 3.28% | 2.18% |
InterGlobe Aviation Limited Transport Services | 2.04% | 3.18% | 2.04% |
PB Fintech Limited Financial Technology (Fintech) | 1.64% | 3.54% | 1.64% |
The Federal Bank Limited Banks | 1.63% | 2.69% | 1.63% |
The Indian Hotels Company Limited Leisure Services | 1.48% | 3.38% | 1.48% |
L&T Finance Limited Finance | 1.38% | 2.78% | 1.38% |
FSN E-Commerce Ventures Limited Retailing | 0.71% | 1.44% | 0.71% |
Healthcare Global Enterprises Limited Healthcare Services | 0.50% | 0.28% | 0.28% |
Rainbow Childrens Medicare Limited Healthcare Services | 0.22% | 1.01% | 0.22% |
Wakefit Innovations Limited Consumer Durables | 0.06% | 0.36% | 0.06% |
Meesho Ltd Retailing | 0.01% | 0.66% | 0.01% |
Unique to Axis Flexi Cap
- Bharat Electronics Limited4.07%
- Mahindra & Mahindra Limited3.18%
- UltraTech Cement Limited3.14%
Unique to Axis Services Opportunities
- Fortis Healthcare Limited4.52%
- Apollo Hospitals Enterprise Limited4.09%
- BSE Limited3.41%
Sector Overlap Breakdown
Banks16.8% (3)
Finance7.0% (3)
Telecom - Services4.3% (1)
Retailing3.9% (3)
Healthcare Services3.6% (3)
IT - Software2.9% (1)
Transport Services2.0% (1)
Financial Technology (Fintech)1.6% (1)
Leisure Services1.5% (1)
Consumer Durables0.1% (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 Axis Large Cap48.9% · 24 stocks
More comparisons for Axis Services Opportunities
- vs Axis Focused45.2% · 10 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.