Axis Large Cap Fund vs Bajaj Finserv Large Cap Fund
Axis vs Bajaj· Portfolio Overlap Analysis
54.6%High Overlap
20 common stocksRank #7021 / 20,000
Investor takeaway: At 54.6% 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 (20)
| Stock | Wt% in Axis Large Cap | Wt% in Bajaj Finserv Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.30% | 7.48% | 7.48% |
ICICI Bank Limited Banks | 8.73% | 7.21% | 7.21% |
Reliance Industries Limited Petroleum Products | 6.06% | 4.95% | 4.95% |
State Bank of India Banks | 4.22% | 4.42% | 4.22% |
Larsen & Toubro Limited Construction | 5.24% | 3.94% | 3.94% |
Kotak Mahindra Bank Limited Banks | 3.61% | 2.99% | 2.99% |
UltraTech Cement Limited Cement & Cement Products | 2.73% | 4.11% | 2.73% |
Infosys Limited IT - Software | 4.04% | 2.58% | 2.58% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 2.58% | 2.58% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.51% | 3.75% | 2.51% |
Eternal Limited Retailing | 1.96% | 2.04% | 1.96% |
Titan Company Limited Consumer Durables | 1.94% | 3.17% | 1.94% |
Bharti Airtel Limited Telecom - Services | 4.41% | 1.87% | 1.87% |
Shriram Finance Limited Finance | 1.69% | 2.52% | 1.69% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.38% | 3.88% | 1.38% |
NTPC Limited Power | 1.19% | 4.49% | 1.19% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.07% | 4.27% | 1.07% |
TVS Motor Company Limited Automobiles | 0.99% | 3.06% | 0.99% |
Axis Bank Limited Banks | 0.80% | 2.25% | 0.80% |
LG Electronics India Ltd Consumer Durables | 0.50% | 3.82% | 0.50% |
Unique to Axis Large Cap
- Bajaj Finance Limited3.91%
Unique to Bajaj Finserv Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks22.7% (5)
Petroleum Products5.0% (1)
Construction3.9% (1)
Automobiles3.6% (2)
Cement & Cement Products2.7% (1)
IT - Software2.6% (1)
Healthcare Services2.5% (1)
Pharmaceuticals & Biotechnology2.5% (2)
Consumer Durables2.4% (2)
Retailing2.0% (1)
Telecom - Services1.9% (1)
Finance1.7% (1)
Power1.2% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.