Axis Large Cap Fund vs Axis Retirement Fund - Aggressive Plan

Axis vs Axis· Portfolio Overlap Analysis

52.3%High Overlap
38 common stocksRank #7949 / 20,000

Investor takeaway: At 52.3% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (38)

StockWt% in Axis Large CapWt% in Axis Retirement Fund - AggressOverlap
HDFC Bank Limited
Banks
8.30%5.55%5.55%
Reliance Industries Limited
Petroleum Products
6.06%5.54%5.54%
ICICI Bank Limited
Banks
8.73%4.90%4.90%
State Bank of India
Banks
4.22%3.73%3.73%
Infosys Limited
IT - Software
4.04%3.38%3.38%
Larsen & Toubro Limited
Construction
5.24%3.17%3.17%
Bharti Airtel Limited
Telecom - Services
4.41%2.67%2.67%
Mahindra & Mahindra Limited
Automobiles
3.57%2.25%2.25%
Bajaj Finance Limited
Finance
3.91%1.93%1.93%
Pidilite Industries Limited
Chemicals & Petrochemicals
1.56%1.91%1.56%
Kotak Mahindra Bank Limited
Banks
3.61%1.29%1.29%
NTPC Limited
Power
1.19%1.72%1.19%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.07%1.95%1.07%
Apollo Hospitals Enterprise Limited
Healthcare Services
2.51%0.99%0.99%
Samvardhana Motherson International Limited
Auto Components
1.08%0.88%0.88%
Titan Company Limited
Consumer Durables
1.94%0.86%0.86%
Shriram Finance Limited
Finance
1.69%0.83%0.83%
Tata Consultancy Services Limited
IT - Software
0.83%0.83%0.83%
Eternal Limited
Retailing
1.96%0.78%0.78%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
1.40%0.77%0.77%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.38%0.75%0.75%
CG Power and Industrial Solutions Limited
Electrical Equipment
1.18%0.74%0.74%
InterGlobe Aviation Limited
Transport Services
1.77%0.65%0.65%
Bharat Electronics Limited
Aerospace & Defense
1.64%0.63%0.63%
Tech Mahindra Limited
IT - Software
0.95%0.61%0.61%
Solar Industries India Limited
Chemicals & Petrochemicals
0.56%1.71%0.56%
HDFC Life Insurance Company Limited
Insurance
0.56%0.96%0.56%
Britannia Industries Limited
Food Products
0.50%0.80%0.50%
Cholamandalam Investment and Finance Company Ltd
Finance
1.13%0.48%0.48%
Hindustan Unilever Limited
Diversified FMCG
0.44%0.47%0.44%
TVS Motor Company Limited
Automobiles
0.99%0.40%0.40%
Varun Beverages Limited
Beverages
0.40%0.74%0.40%
Avenue Supermarts Limited
Retailing
0.45%0.30%0.30%
Dixon Technologies (India) Limited
Consumer Durables
0.30%0.46%0.30%
Tata Power Company Limited
Power
0.27%0.64%0.27%
Hyundai Motor India Ltd
Automobiles
0.55%0.22%0.22%
Axis Bank Limited
Banks
0.80%0.19%0.19%
Hindustan Aeronautics Limited
Aerospace & Defense
0.16%0.47%0.16%

Unique to Axis Large Cap

All top holdings are shared with the other fund.

Unique to Axis Retirement Fund - Aggress

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
15.7% (5)
Petroleum Products
5.5% (1)
IT - Software
4.8% (3)
Finance
3.2% (3)
Construction
3.2% (1)
Automobiles
2.9% (3)
Telecom - Services
2.7% (1)
Chemicals & Petrochemicals
2.1% (2)
Pharmaceuticals & Biotechnology
1.8% (2)
Power
1.5% (2)
Consumer Durables
1.2% (2)
Retailing
1.1% (2)
Healthcare Services
1.0% (1)
Auto Components
0.9% (1)
Aerospace & Defense
0.8% (2)
Agricultural, Commercial & Construction Vehicles
0.8% (1)
Electrical Equipment
0.7% (1)
Transport Services
0.7% (1)
Insurance
0.6% (1)
Food Products
0.5% (1)
Diversified FMCG
0.4% (1)
Beverages
0.4% (1)

More comparisons for Axis Large Cap

More comparisons for Axis Retirement Fund - Aggress

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