Axis Large Cap Fund vs Axis Large & Mid Cap Fund

Axis vs Axis· Portfolio Overlap Analysis

44.2%High Overlap

36 common stocksRank #17281 / 20,000

Investor takeaway: At 44.2% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (36)

Stock	Wt% in Axis Large Cap	Wt% in Axis Large & Mid Cap	Overlap
HDFC Bank Limited Banks	8.30%	5.46%	5.46%
ICICI Bank Limited Banks	8.73%	4.75%	4.75%
State Bank of India Banks	4.22%	2.95%	2.95%
Reliance Industries Limited Petroleum Products	6.06%	2.51%	2.51%
Larsen & Toubro Limited Construction	5.24%	2.06%	2.06%
Bharti Airtel Limited Telecom - Services	4.41%	1.86%	1.86%
Mahindra & Mahindra Limited Automobiles	3.57%	1.76%	1.76%
Shriram Finance Limited Finance	1.69%	2.11%	1.69%
Infosys Limited IT - Software	4.04%	1.46%	1.46%
Bajaj Finance Limited Finance	3.91%	1.30%	1.30%
Eternal Limited Retailing	1.96%	1.30%	1.30%
Kotak Mahindra Bank Limited Banks	3.61%	1.18%	1.18%
Bharat Electronics Limited Aerospace & Defense	1.64%	1.16%	1.16%
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology	1.29%	1.08%	1.08%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.07%	1.57%	1.07%
UltraTech Cement Limited Cement & Cement Products	2.73%	1.01%	1.01%
TVS Motor Company Limited Automobiles	0.99%	1.03%	0.99%
Pidilite Industries Limited Chemicals & Petrochemicals	1.56%	0.95%	0.95%
The Indian Hotels Company Limited Leisure Services	0.92%	0.88%	0.88%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	1.38%	0.86%	0.86%
Tech Mahindra Limited IT - Software	0.95%	0.78%	0.78%
Cholamandalam Investment and Finance Company Ltd Finance	1.13%	0.71%	0.71%
Titan Company Limited Consumer Durables	1.94%	0.66%	0.66%
Apollo Hospitals Enterprise Limited Healthcare Services	2.51%	0.61%	0.61%
CG Power and Industrial Solutions Limited Electrical Equipment	1.18%	0.60%	0.60%
Cummins India Limited Industrial Products	0.60%	0.61%	0.60%
Solar Industries India Limited Chemicals & Petrochemicals	0.56%	1.08%	0.56%
HDFC Life Insurance Company Limited Insurance	0.56%	0.68%	0.56%
Hyundai Motor India Ltd Automobiles	0.55%	0.74%	0.55%
Maruti Suzuki India Limited Automobiles	0.77%	0.41%	0.41%
InterGlobe Aviation Limited Transport Services	1.77%	0.40%	0.40%
Varun Beverages Limited Beverages	0.40%	0.48%	0.40%
Hindustan Unilever Limited Diversified FMCG	0.44%	0.39%	0.39%
Avenue Supermarts Limited Retailing	0.45%	0.26%	0.26%
Dixon Technologies (India) Limited Consumer Durables	0.30%	0.23%	0.23%
LG Electronics India Ltd Consumer Durables	0.50%	0.19%	0.19%

Unique to Axis Large Cap

All top holdings are shared with the other fund.

Unique to Axis Large & Mid Cap

Torrent Power Limited2.42%
The Federal Bank Limited1.86%
Multi Commodity Exchange of India Limited1.84%

Sector Overlap Breakdown

Banks

14.3% (4)

Automobiles

3.7% (4)

Finance

3.7% (3)

Pharmaceuticals & Biotechnology

3.0% (3)

Petroleum Products

2.5% (1)

IT - Software

2.2% (2)

Construction

2.1% (1)

Telecom - Services

1.9% (1)

Retailing

1.6% (2)

Chemicals & Petrochemicals

1.5% (2)

Aerospace & Defense

1.2% (1)

Consumer Durables

1.1% (3)

Cement & Cement Products

1.0% (1)

Leisure Services

0.9% (1)

Healthcare Services

0.6% (1)

Electrical Equipment

0.6% (1)

Industrial Products

0.6% (1)

Insurance

0.6% (1)

Transport Services

0.4% (1)

Beverages

0.4% (1)

Diversified FMCG

0.4% (1)

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

More comparisons for Axis Large & Mid Cap

vs Axis Multicap66.2% · 75 stocks
vs Axis Value56.8% · 55 stocks
vs Axis ELSS Tax Saver56.7% · 57 stocks
vs EDELWEISS LARGE & MID CAP52.1% · 50 stocks
vs EDELWEISS FLEXI-CAP52.0% · 47 stocks

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