Axis Focused Fund vs Axis Large Cap Fund
Axis vs Axis· Portfolio Overlap Analysis
48.3%High Overlap
20 common stocksRank #11899 / 20,000
Investor takeaway: At 48.3% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (20)
| Stock | Wt% in Axis Focused | Wt% in Axis Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 9.22% | 8.73% | 8.73% |
HDFC Bank Limited Banks | 6.46% | 8.30% | 6.46% |
Bharti Airtel Limited Telecom - Services | 4.37% | 4.41% | 4.37% |
Bajaj Finance Limited Finance | 3.65% | 3.91% | 3.65% |
Infosys Limited IT - Software | 3.42% | 4.04% | 3.42% |
Mahindra & Mahindra Limited Automobiles | 3.22% | 3.57% | 3.22% |
Apollo Hospitals Enterprise Limited Healthcare Services | 4.62% | 2.51% | 2.51% |
Reliance Industries Limited Petroleum Products | 2.41% | 6.06% | 2.41% |
State Bank of India Banks | 2.25% | 4.22% | 2.25% |
Eternal Limited Retailing | 5.13% | 1.96% | 1.96% |
InterGlobe Aviation Limited Transport Services | 2.93% | 1.77% | 1.77% |
Pidilite Industries Limited Chemicals & Petrochemicals | 3.87% | 1.56% | 1.56% |
Cholamandalam Investment and Finance Company Ltd Finance | 4.90% | 1.13% | 1.13% |
Titan Company Limited Consumer Durables | 1.09% | 1.94% | 1.09% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 5.04% | 1.07% | 1.07% |
Axis Bank Limited Banks | 1.38% | 0.80% | 0.80% |
Cummins India Limited Industrial Products | 2.60% | 0.60% | 0.60% |
Trent Limited Retailing | 1.18% | 0.59% | 0.59% |
Hyundai Motor India Ltd Automobiles | 2.20% | 0.55% | 0.55% |
Hindustan Aeronautics Limited Aerospace & Defense | 2.26% | 0.16% | 0.16% |
Unique to Axis Focused
- Torrent Power Limited3.73%
Unique to Axis Large Cap
- Larsen & Toubro Limited5.24%
- Kotak Mahindra Bank Limited3.61%
Sector Overlap Breakdown
Banks18.2% (4)
Finance4.8% (2)
Telecom - Services4.4% (1)
Automobiles3.8% (2)
IT - Software3.4% (1)
Retailing2.5% (2)
Healthcare Services2.5% (1)
Petroleum Products2.4% (1)
Transport Services1.8% (1)
Chemicals & Petrochemicals1.6% (1)
Consumer Durables1.1% (1)
Pharmaceuticals & Biotechnology1.1% (1)
Industrial Products0.6% (1)
Aerospace & Defense0.2% (1)
More comparisons for Axis Focused
- vs Axis Flexi Cap53.8% · 20 stocks
- vs Axis ELSS Tax Saver52.0% · 24 stocks
- vs CANARA ROBECO FOCUSED46.9% · 14 stocks
- vs CANARA ROBECO LARGE CAP45.8% · 19 stocks
- vs Axis Services Opportunities45.2% · 10 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.