Axis Large Cap Fund vs EDELWEISS FOCUSED FUND
Axis vs Edelweiss· Portfolio Overlap Analysis
50.1%High Overlap
18 common stocksRank #10118 / 20,000
Investor takeaway: At 50.1% 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 (18)
| Stock | Wt% in Axis Large Cap | Wt% in EDELWEISS FOCUSED | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.30% | 6.77% | 6.77% |
ICICI Bank Limited Banks | 8.73% | 5.85% | 5.85% |
Reliance Industries Limited Petroleum Products | 6.06% | 5.70% | 5.70% |
Larsen & Toubro Limited Construction | 5.24% | 5.99% | 5.24% |
State Bank of India Banks | 4.22% | 5.39% | 4.22% |
Infosys Limited IT - Software | 4.04% | 3.21% | 3.21% |
Bajaj Finance Limited Finance | 3.91% | 3.09% | 3.09% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 2.99% | 2.99% |
UltraTech Cement Limited Cement & Cement Products | 2.73% | 3.40% | 2.73% |
Titan Company Limited Consumer Durables | 1.94% | 2.77% | 1.94% |
Shriram Finance Limited Finance | 1.69% | 5.13% | 1.69% |
Bharat Electronics Limited Aerospace & Defense | 1.64% | 2.70% | 1.64% |
NTPC Limited Power | 1.19% | 3.43% | 1.19% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.13% | 2.32% | 1.13% |
TVS Motor Company Limited Automobiles | 0.99% | 2.70% | 0.99% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.40% | 0.65% | 0.65% |
Trent Limited Retailing | 0.59% | 1.42% | 0.59% |
LG Electronics India Ltd Consumer Durables | 0.50% | 1.53% | 0.50% |
Unique to Axis Large Cap
- Bharti Airtel Limited4.41%
- Kotak Mahindra Bank Limited3.61%
Unique to EDELWEISS FOCUSED
- Tata Steel Ltd.4.89%
- Marico Ltd.4.40%
- KEI Industries Ltd.4.19%
Sector Overlap Breakdown
Banks16.8% (3)
Finance5.9% (3)
Petroleum Products5.7% (1)
Construction5.2% (1)
Automobiles4.0% (2)
IT - Software3.2% (1)
Cement & Cement Products2.7% (1)
Consumer Durables2.4% (2)
Aerospace & Defense1.6% (1)
Power1.2% (1)
Agricultural, Commercial & Construction Vehicles0.7% (1)
Retailing0.6% (1)
More comparisons for Axis Large Cap
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- vs HDFC NIFTY 50 ETF65.1% · 29 stocks
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- vs ICICI Prudential Nifty 50 ETF65.1% · 29 stocks
More comparisons for EDELWEISS FOCUSED
- vs EDELWEISS FLEXI-CAP53.3% · 28 stocks
- vs CANARA ROBECO LARGE CAP52.0% · 23 stocks
- vs CANARA ROBECO FOCUSED50.7% · 15 stocks
- vs Bajaj Finserv Large Cap49.9% · 14 stocks
- vs NIPPON INDIA QUANT49.2% · 13 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.