Axis Focused Fund vs Axis Services Opportunities Fund

Axis vs Axis· Portfolio Overlap Analysis

45.2%High Overlap
10 common stocksRank #15783 / 20,000

Investor takeaway: At 45.2% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (10)

StockWt% in Axis FocusedWt% in Axis Services OpportunitiesOverlap
ICICI Bank Limited
Banks
9.22%9.60%9.22%
HDFC Bank Limited
Banks
6.46%8.06%6.46%
Eternal Limited
Retailing
5.13%5.80%5.13%
Bharti Airtel Limited
Telecom - Services
4.37%7.14%4.37%
Apollo Hospitals Enterprise Limited
Healthcare Services
4.62%4.09%4.09%
Bajaj Finance Limited
Finance
3.65%3.86%3.65%
Cholamandalam Investment and Finance Company Ltd
Finance
4.90%3.28%3.28%
PB Fintech Limited
Financial Technology (Fintech)
3.13%3.54%3.13%
Infosys Limited
IT - Software
3.42%2.94%2.94%
InterGlobe Aviation Limited
Transport Services
2.93%3.18%2.93%

Unique to Axis Focused

  • Divi's Laboratories Limited5.04%
  • Pidilite Industries Limited3.87%
  • Torrent Power Limited3.73%

Unique to Axis Services Opportunities

  • Fortis Healthcare Limited4.52%
  • BSE Limited3.41%
  • The Indian Hotels Company Limited3.38%

Sector Overlap Breakdown

Banks
15.7% (2)
Finance
6.9% (2)
Retailing
5.1% (1)
Telecom - Services
4.4% (1)
Healthcare Services
4.1% (1)
Financial Technology (Fintech)
3.1% (1)
IT - Software
2.9% (1)
Transport Services
2.9% (1)

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