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)
| Stock | Wt% in Axis Focused | Wt% in Axis Services Opportunities | Overlap |
|---|---|---|---|
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
Banks15.7% (2)
Finance6.9% (2)
Retailing5.1% (1)
Telecom - Services4.4% (1)
Healthcare Services4.1% (1)
Financial Technology (Fintech)3.1% (1)
IT - Software2.9% (1)
Transport Services2.9% (1)
More comparisons for Axis Focused
- vs Axis Flexi Cap53.8% · 20 stocks
- vs Axis ELSS Tax Saver52.0% · 24 stocks
- vs Axis Large Cap48.3% · 20 stocks
- vs CANARA ROBECO FOCUSED46.9% · 14 stocks
- vs CANARA ROBECO LARGE CAP45.8% · 19 stocks
More comparisons for Axis Services Opportunities
- vs Axis Flexi Cap43.8% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.