Axis India Manufacturing Fund vs TATA NIFTY500 MULTICAP INDIA MANUFACTURING 50-30-20 INDEX FUND

Axis vs Tata· Portfolio Overlap Analysis

48.2%High Overlap
39 common stocksRank #11975 / 20,000

Investor takeaway: At 48.2% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (39)

StockWt% in Axis India ManufacturingWt% in TATA NIFTY500 MULTICAP INDIA MOverlap
Mahindra & Mahindra Limited
Automobiles
5.73%6.56%5.73%
Reliance Industries Limited
Petroleum Products
4.21%8.88%4.21%
Bharat Electronics Limited
Aerospace & Defense
4.69%3.44%3.44%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
3.32%3.98%3.32%
Maruti Suzuki India Limited
Automobiles
2.59%4.21%2.59%
Tata Steel Limited
Ferrous Metals
2.48%3.79%2.48%
Hindalco Industries Limited
Non - Ferrous Metals
2.22%2.89%2.22%
Cummins India Limited
Industrial Products
2.29%2.11%2.11%
Bajaj Auto Limited
Automobiles
1.79%2.39%1.79%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
2.53%1.76%1.76%
JSW Steel Limited
Ferrous Metals
1.53%2.57%1.53%
Ashok Leyland Limited
Agricultural, Commercial & Construction Vehicles
1.29%1.92%1.29%
Eicher Motors Limited
Automobiles
1.20%2.38%1.20%
Bharat Heavy Electricals Limited
Electrical Equipment
1.03%1.08%1.03%
Glenmark Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
1.25%1.02%1.02%
Hindustan Aeronautics Limited
Aerospace & Defense
0.96%1.60%0.96%
Bharat Forge Limited
Auto Components
0.94%1.62%0.94%
Hindustan Petroleum Corporation Limited
Petroleum Products
0.89%1.34%0.89%
Laurus Labs Limited
Pharmaceuticals & Biotechnology
0.87%2.04%0.87%
JB Chemicals & Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
1.27%0.82%0.82%
Supreme Industries Limited
Industrial Products
0.81%0.82%0.81%
Sona BLW Precision Forgings Limited
Auto Components
1.44%0.76%0.76%
Voltas Limited
Consumer Durables
0.69%1.13%0.69%
Lupin Limited
Pharmaceuticals & Biotechnology
0.59%1.78%0.59%
PI Industries Limited
Fertilizers & Agrochemicals
0.54%0.80%0.54%
Sai Life Sciences Limited
Pharmaceuticals & Biotechnology
0.52%0.67%0.52%
Timken India Limited
Industrial Products
0.51%0.61%0.51%
Gland Pharma Limited
Pharmaceuticals & Biotechnology
0.49%0.71%0.49%
PG Electroplast Limited
Consumer Durables
0.48%0.49%0.48%
Welspun Corp Limited
Industrial Products
0.47%0.53%0.47%
Carborundum Universal Limited
Industrial Products
0.50%0.46%0.46%
SRF Limited
Chemicals & Petrochemicals
0.46%1.18%0.46%
Kaynes Technology India Limited
Industrial Manufacturing
0.42%0.59%0.42%
Astral Limited
Industrial Products
0.33%0.65%0.33%
Hero MotoCorp Limited
Automobiles
0.20%2.36%0.20%
Tata Motors Passenger Vehicles Limited
Automobiles
0.13%1.73%0.13%
Dixon Technologies (India) Limited
Consumer Durables
0.06%1.38%0.06%
Whirlpool of India Limited
Consumer Durables
0.05%0.28%0.05%
Exide Industries Limited
Auto Components
0.04%0.48%0.04%

Unique to Axis India Manufacturing

  • TVS Motor Company Limited2.92%
  • GE Vernova T&D India Limited2.29%

Unique to TATA NIFTY500 MULTICAP INDIA M

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Automobiles
11.6% (6)
Pharmaceuticals & Biotechnology
9.4% (8)
Petroleum Products
5.1% (2)
Industrial Products
4.7% (6)
Aerospace & Defense
4.4% (2)
Ferrous Metals
4.0% (2)
Non - Ferrous Metals
2.2% (1)
Auto Components
1.7% (3)
Agricultural, Commercial & Construction Vehicles
1.3% (1)
Consumer Durables
1.3% (4)
Electrical Equipment
1.0% (1)
Fertilizers & Agrochemicals
0.5% (1)
Chemicals & Petrochemicals
0.5% (1)
Industrial Manufacturing
0.4% (1)

More comparisons for Axis India Manufacturing

More comparisons for TATA NIFTY500 MULTICAP INDIA M

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