Axis Large Cap Fund vs EDELWEISS FLEXI-CAP FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

51.1%High Overlap

35 common stocksRank #9001 / 20,000

Investor takeaway: At 51.1% 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 (35)

Stock	Wt% in Axis Large Cap	Wt% in EDELWEISS FLEXI-CAP	Overlap
HDFC Bank Limited Banks	8.30%	6.07%	6.07%
ICICI Bank Limited Banks	8.73%	4.84%	4.84%
State Bank of India Banks	4.22%	3.48%	3.48%
Reliance Industries Limited Petroleum Products	6.06%	3.46%	3.46%
Larsen & Toubro Limited Construction	5.24%	3.23%	3.23%
Bharti Airtel Limited Telecom - Services	4.41%	2.20%	2.20%
Infosys Limited IT - Software	4.04%	2.16%	2.16%
UltraTech Cement Limited Cement & Cement Products	2.73%	2.12%	2.12%
Bajaj Finance Limited Finance	3.91%	1.97%	1.97%
Mahindra & Mahindra Limited Automobiles	3.57%	1.84%	1.84%
Titan Company Limited Consumer Durables	1.94%	1.71%	1.71%
Shriram Finance Limited Finance	1.69%	1.75%	1.69%
Kotak Mahindra Bank Limited Banks	3.61%	1.52%	1.52%
NTPC Limited Power	1.19%	3.40%	1.19%
Bharat Electronics Limited Aerospace & Defense	1.64%	1.15%	1.15%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.07%	1.49%	1.07%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	1.38%	1.02%	1.02%
TVS Motor Company Limited Automobiles	0.99%	1.07%	0.99%
Tata Consumer Products Limited Agricultural Food & other Products	0.82%	1.10%	0.82%
Axis Bank Limited Banks	0.80%	0.87%	0.80%
The Indian Hotels Company Limited Leisure Services	0.92%	0.78%	0.78%
Eternal Limited Retailing	1.96%	0.77%	0.77%
Maruti Suzuki India Limited Automobiles	0.77%	0.92%	0.77%
Cholamandalam Investment and Finance Company Ltd Finance	1.13%	0.74%	0.74%
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles	1.40%	0.65%	0.65%
CG Power and Industrial Solutions Limited Electrical Equipment	1.18%	0.60%	0.60%
Tech Mahindra Limited IT - Software	0.95%	0.56%	0.56%
Eicher Motors Limited Automobiles	0.55%	0.55%	0.55%
LG Electronics India Ltd Consumer Durables	0.50%	1.04%	0.50%
Britannia Industries Limited Food Products	0.50%	1.06%	0.50%
Hindustan Unilever Limited Diversified FMCG	0.44%	0.99%	0.44%
ICICI Prudential Asset Management Company Limited Capital Markets	0.68%	0.38%	0.38%
Cummins India Limited Industrial Products	0.60%	0.34%	0.34%
Hindustan Aeronautics Limited Aerospace & Defense	0.16%	0.35%	0.16%
Dixon Technologies (India) Limited Consumer Durables	0.30%	0.08%	0.08%

Unique to Axis Large Cap

All top holdings are shared with the other fund.

Unique to EDELWEISS FLEXI-CAP

Tata Steel Ltd.2.62%

Sector Overlap Breakdown

Banks

16.7% (5)

Finance

4.4% (3)

Automobiles

4.2% (4)

Petroleum Products

3.5% (1)

Construction

3.2% (1)

IT - Software

2.7% (2)

Consumer Durables

2.3% (3)

Telecom - Services

2.2% (1)

Cement & Cement Products

2.1% (1)

Pharmaceuticals & Biotechnology

2.1% (2)

Aerospace & Defense

1.3% (2)

Power

1.2% (1)

Agricultural Food & other Products

0.8% (1)

Leisure Services

0.8% (1)

Retailing

0.8% (1)

Agricultural, Commercial & Construction Vehicles

0.7% (1)

Electrical Equipment

0.6% (1)

Food Products

0.5% (1)

Diversified FMCG

0.4% (1)

Capital Markets

0.4% (1)

Industrial Products

0.3% (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 FLEXI-CAP

vs EDELWEISS MULTI CAP65.6% · 74 stocks
vs EDELWEISS ELSS TAX SAVER60.3% · 57 stocks
vs CANARA ROBECO LARGE CAP55.3% · 42 stocks
vs IB11-Groww ELSS Tax Saver55.2% · 41 stocks
vs EDELWEISS LARGE CAP54.5% · 44 stocks

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