Axis Large Cap Fund vs EDELWEISS BALANCED ADVANTAGE FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

45.2%High Overlap

36 common stocksRank #15739 / 20,000

Investor takeaway: At 45.2% 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 (36)

Stock	Wt% in Axis Large Cap	Wt% in EDELWEISS BALANCED ADVANTAGE	Overlap
ICICI Bank Limited Banks	8.73%	4.86%	4.86%
Reliance Industries Limited Petroleum Products	6.06%	4.27%	4.27%
HDFC Bank Limited Banks	8.30%	3.74%	3.74%
Larsen & Toubro Limited Construction	5.24%	3.08%	3.08%
Bharti Airtel Limited Telecom - Services	4.41%	2.86%	2.86%
State Bank of India Banks	4.22%	2.85%	2.85%
Infosys Limited IT - Software	4.04%	2.48%	2.48%
Bajaj Finance Limited Finance	3.91%	1.83%	1.83%
Mahindra & Mahindra Limited Automobiles	3.57%	1.48%	1.48%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	1.38%	1.10%	1.10%
NTPC Limited Power	1.19%	1.10%	1.10%
Cholamandalam Investment and Finance Company Ltd Finance	1.13%	1.10%	1.10%
Titan Company Limited Consumer Durables	1.94%	1.05%	1.05%
TVS Motor Company Limited Automobiles	0.99%	2.55%	0.99%
Tech Mahindra Limited IT - Software	0.95%	1.16%	0.95%
UltraTech Cement Limited Cement & Cement Products	2.73%	0.88%	0.88%
Apollo Hospitals Enterprise Limited Healthcare Services	2.51%	0.88%	0.88%
Tata Consultancy Services Limited IT - Software	0.83%	1.41%	0.83%
Axis Bank Limited Banks	0.80%	1.58%	0.80%
Pidilite Industries Limited Chemicals & Petrochemicals	1.56%	0.77%	0.77%
Maruti Suzuki India Limited Automobiles	0.77%	1.44%	0.77%
Eternal Limited Retailing	1.96%	0.70%	0.70%
Kotak Mahindra Bank Limited Banks	3.61%	0.62%	0.62%
HDFC Life Insurance Company Limited Insurance	0.56%	0.56%	0.56%
InterGlobe Aviation Limited Transport Services	1.77%	0.50%	0.50%
Britannia Industries Limited Food Products	0.50%	0.66%	0.50%
Samvardhana Motherson International Limited Auto Components	1.08%	0.46%	0.46%
Shriram Finance Limited Finance	1.69%	0.45%	0.45%
Avenue Supermarts Limited Retailing	0.45%	0.70%	0.45%
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology	1.29%	0.44%	0.44%
Hindustan Unilever Limited Diversified FMCG	0.44%	0.77%	0.44%
CG Power and Industrial Solutions Limited Electrical Equipment	1.18%	0.42%	0.42%
SBI Life Insurance Company Limited Insurance	0.32%	0.49%	0.32%
Trent Limited Retailing	0.59%	0.26%	0.26%
Dixon Technologies (India) Limited Consumer Durables	0.30%	0.26%	0.26%
ICICI Prudential Asset Management Company Limited Capital Markets	0.68%	0.17%	0.17%

Unique to Axis Large Cap

All top holdings are shared with the other fund.

Unique to EDELWEISS BALANCED ADVANTAGE

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

12.9% (5)

Petroleum Products

4.3% (1)

IT - Software

4.3% (3)

Finance

3.4% (3)

Automobiles

3.2% (3)

Construction

3.1% (1)

Telecom - Services

2.9% (1)

Pharmaceuticals & Biotechnology

1.5% (2)

Retailing

1.4% (3)

Consumer Durables

1.3% (2)

Power

1.1% (1)

Cement & Cement Products

0.9% (1)

Healthcare Services

0.9% (1)

Insurance

0.9% (2)

Chemicals & Petrochemicals

0.8% (1)

Transport Services

0.5% (1)

Food Products

0.5% (1)

Auto Components

0.5% (1)

Diversified FMCG

0.4% (1)

Electrical Equipment

0.4% (1)

Capital Markets

0.2% (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 EDELWEISS BALANCED ADVANTAGE

vs EDELWEISS LARGE CAP58.3% · 55 stocks
vs IB33-GROWW NIFTY 200 ETF57.5% · 78 stocks
vs ADITYA BIRLA SUN LIFE MSCI IND56.4% · 73 stocks
vs Kotak MSCI India ETF56.4% · 73 stocks
vs DSP MSCI India ETF56.2% · 73 stocks

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