Axis Large Cap Fund vs Baroda BNP Paribas ELSS Tax Saver Fund

Axis vs Baroda BNP· Portfolio Overlap Analysis

50.0%High Overlap
26 common stocksRank #10237 / 20,000

Investor takeaway: At 50.0% 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 (26)

StockWt% in Axis Large CapWt% in Baroda BNP Paribas ELSS Tax SaOverlap
HDFC Bank Limited
Banks
8.30%6.43%6.43%
ICICI Bank Limited
Banks
8.73%5.02%5.02%
Reliance Industries Limited
Petroleum Products
6.06%3.93%3.93%
State Bank of India
Banks
4.22%3.69%3.69%
Bharti Airtel Limited
Telecom - Services
4.41%3.01%3.01%
Larsen & Toubro Limited
Construction
5.24%2.65%2.65%
Infosys Limited
IT - Software
4.04%2.28%2.28%
Eternal Limited
Retailing
1.96%2.15%1.96%
Titan Company Limited
Consumer Durables
1.94%2.32%1.94%
UltraTech Cement Limited
Cement & Cement Products
2.73%1.75%1.75%
Kotak Mahindra Bank Limited
Banks
3.61%1.72%1.72%
Mahindra & Mahindra Limited
Automobiles
3.57%1.69%1.69%
InterGlobe Aviation Limited
Transport Services
1.77%1.55%1.55%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
1.40%1.84%1.40%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.38%1.95%1.38%
NTPC Limited
Power
1.19%1.33%1.19%
Cholamandalam Investment and Finance Company Ltd
Finance
1.13%1.33%1.13%
Bharat Electronics Limited
Aerospace & Defense
1.64%1.07%1.07%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.07%1.15%1.07%
TVS Motor Company Limited
Automobiles
0.99%2.58%0.99%
Tech Mahindra Limited
IT - Software
0.95%2.01%0.95%
Axis Bank Limited
Banks
0.80%1.83%0.80%
Maruti Suzuki India Limited
Automobiles
0.77%2.05%0.77%
Cummins India Limited
Industrial Products
0.60%2.46%0.60%
LG Electronics India Ltd
Consumer Durables
0.50%0.79%0.50%
Britannia Industries Limited
Food Products
0.50%2.00%0.50%

Unique to Axis Large Cap

  • Bajaj Finance Limited3.91%

Unique to Baroda BNP Paribas ELSS Tax Sa

  • Hitachi Energy India Limited2.75%
  • Bharat Heavy Electricals Limited2.40%

Sector Overlap Breakdown

Banks
17.7% (5)
Petroleum Products
3.9% (1)
Automobiles
3.5% (3)
IT - Software
3.2% (2)
Telecom - Services
3.0% (1)
Construction
2.6% (1)
Pharmaceuticals & Biotechnology
2.5% (2)
Consumer Durables
2.4% (2)
Retailing
2.0% (1)
Cement & Cement Products
1.8% (1)
Transport Services
1.6% (1)
Agricultural, Commercial & Construction Vehicles
1.4% (1)
Power
1.2% (1)
Finance
1.1% (1)
Aerospace & Defense
1.1% (1)
Industrial Products
0.6% (1)
Food Products
0.5% (1)

More comparisons for Axis Large Cap

More comparisons for Baroda BNP Paribas ELSS Tax Sa

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