Axis Large Cap Fund vs EDELWEISS ELSS TAX SAVER FUND
Axis vs Edelweiss· Portfolio Overlap Analysis
47.2%High Overlap
32 common stocksRank #13014 / 20,000
Investor takeaway: At 47.2% 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 (32)
| Stock | Wt% in Axis Large Cap | Wt% in EDELWEISS ELSS TAX SAVER | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.30% | 5.05% | 5.05% |
Reliance Industries Limited Petroleum Products | 6.06% | 4.91% | 4.91% |
Bharti Airtel Limited Telecom - Services | 4.41% | 3.59% | 3.59% |
Larsen & Toubro Limited Construction | 5.24% | 3.26% | 3.26% |
ICICI Bank Limited Banks | 8.73% | 3.21% | 3.21% |
State Bank of India Banks | 4.22% | 3.05% | 3.05% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 1.88% | 1.88% |
Bharat Electronics Limited Aerospace & Defense | 1.64% | 2.23% | 1.64% |
Infosys Limited IT - Software | 4.04% | 1.63% | 1.63% |
Shriram Finance Limited Finance | 1.69% | 1.45% | 1.45% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.38% | 1.56% | 1.38% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.29% | 1.44% | 1.29% |
UltraTech Cement Limited Cement & Cement Products | 2.73% | 1.25% | 1.25% |
Kotak Mahindra Bank Limited Banks | 3.61% | 1.22% | 1.22% |
NTPC Limited Power | 1.19% | 2.12% | 1.19% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.13% | 1.16% | 1.13% |
Samvardhana Motherson International Limited Auto Components | 1.08% | 1.29% | 1.08% |
Tech Mahindra Limited IT - Software | 0.95% | 1.04% | 0.95% |
Titan Company Limited Consumer Durables | 1.94% | 0.93% | 0.93% |
TVS Motor Company Limited Automobiles | 0.99% | 0.92% | 0.92% |
Tata Consultancy Services Limited IT - Software | 0.83% | 0.90% | 0.83% |
Axis Bank Limited Banks | 0.80% | 1.32% | 0.80% |
Maruti Suzuki India Limited Automobiles | 0.77% | 0.85% | 0.77% |
Tata Consumer Products Limited Agricultural Food & other Products | 0.82% | 0.67% | 0.67% |
Trent Limited Retailing | 0.59% | 1.35% | 0.59% |
Bajaj Finance Limited Finance | 3.91% | 0.53% | 0.53% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.07% | 0.47% | 0.47% |
Hindustan Unilever Limited Diversified FMCG | 0.44% | 0.84% | 0.44% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.18% | 0.39% | 0.39% |
SBI Life Insurance Company Limited Insurance | 0.32% | 1.20% | 0.32% |
Dixon Technologies (India) Limited Consumer Durables | 0.30% | 0.20% | 0.20% |
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 EDELWEISS ELSS TAX SAVER
- Multi Commodity Exchange Of India Ltd.2.38%
- Muthoot Finance Ltd.2.17%
- BSE Ltd.2.15%
Sector Overlap Breakdown
Banks13.3% (5)
Petroleum Products4.9% (1)
Telecom - Services3.6% (1)
Automobiles3.6% (3)
IT - Software3.4% (3)
Construction3.3% (1)
Pharmaceuticals & Biotechnology3.1% (3)
Finance3.1% (3)
Aerospace & Defense1.6% (1)
Consumer Durables1.3% (3)
Cement & Cement Products1.3% (1)
Power1.2% (1)
Auto Components1.1% (1)
Agricultural Food & other Products0.7% (1)
Retailing0.6% (1)
Diversified FMCG0.4% (1)
Electrical Equipment0.4% (1)
Insurance0.3% (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 ELSS TAX SAVER
- vs EDELWEISS FLEXI-CAP60.3% · 57 stocks
- vs EDELWEISS MULTI CAP57.6% · 67 stocks
- vs EDELWEISS LARGE & MID CAP54.5% · 58 stocks
- vs Axis Value53.4% · 47 stocks
- vs IB33-GROWW NIFTY 200 ETF53.1% · 66 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.