Axis Large Cap Fund vs EDELWEISS LARGE CAP FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

63.3%High Overlap

36 common stocksRank #4263 / 5,000

Investor takeaway: These funds overlap 63.3%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (36)

Stock	Wt% in Axis Large Cap	Wt% in EDELWEISS LARGE CAP	Overlap
HDFC Bank Limited Banks	8.30%	7.59%	7.59%
ICICI Bank Limited Banks	8.73%	6.63%	6.63%
Reliance Industries Limited Petroleum Products	6.06%	5.51%	5.51%
Larsen & Toubro Limited Construction	5.24%	4.35%	4.35%
State Bank of India Banks	4.22%	3.98%	3.98%
Bharti Airtel Limited Telecom - Services	4.41%	3.61%	3.61%
Bajaj Finance Limited Finance	3.91%	3.30%	3.30%
Mahindra & Mahindra Limited Automobiles	3.57%	3.22%	3.22%
Infosys Limited IT - Software	4.04%	2.78%	2.78%
Titan Company Limited Consumer Durables	1.94%	2.09%	1.94%
UltraTech Cement Limited Cement & Cement Products	2.73%	1.81%	1.81%
Apollo Hospitals Enterprise Limited Healthcare Services	2.51%	1.81%	1.81%
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology	1.29%	1.19%	1.19%
NTPC Limited Power	1.19%	2.23%	1.19%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	1.38%	1.18%	1.18%
Pidilite Industries Limited Chemicals & Petrochemicals	1.56%	1.03%	1.03%
Tech Mahindra Limited IT - Software	0.95%	1.04%	0.95%
TVS Motor Company Limited Automobiles	0.99%	0.90%	0.90%
InterGlobe Aviation Limited Transport Services	1.77%	0.83%	0.83%
Tata Consultancy Services Limited IT - Software	0.83%	1.11%	0.83%
Axis Bank Limited Banks	0.80%	2.53%	0.80%
Maruti Suzuki India Limited Automobiles	0.77%	1.64%	0.77%
Eternal Limited Retailing	1.96%	0.71%	0.71%
Tata Consumer Products Limited Agricultural Food & other Products	0.82%	0.70%	0.70%
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles	1.40%	0.63%	0.63%
Samvardhana Motherson International Limited Auto Components	1.08%	0.62%	0.62%
ICICI Prudential Asset Management Company Limited Capital Markets	0.68%	0.57%	0.57%
HDFC Life Insurance Company Limited Insurance	0.56%	1.45%	0.56%
Eicher Motors Limited Automobiles	0.55%	0.54%	0.54%
Britannia Industries Limited Food Products	0.50%	0.68%	0.50%
Kotak Mahindra Bank Limited Banks	3.61%	0.49%	0.49%
Cholamandalam Investment and Finance Company Ltd Finance	1.13%	0.47%	0.47%
Avenue Supermarts Limited Retailing	0.45%	0.47%	0.45%
Hindustan Unilever Limited Diversified FMCG	0.44%	0.90%	0.44%
SBI Life Insurance Company Limited Insurance	0.32%	0.76%	0.32%
Cummins India Limited Industrial Products	0.60%	0.06%	0.06%

Unique to Axis Large Cap

All top holdings are shared with the other fund.

Unique to EDELWEISS LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

19.5% (5)

Petroleum Products

5.5% (1)

Automobiles

5.4% (4)

IT - Software

4.6% (3)

Construction

4.3% (1)

Finance

3.8% (2)

Telecom - Services

3.6% (1)

Pharmaceuticals & Biotechnology

2.4% (2)

Consumer Durables

1.9% (1)

Cement & Cement Products

1.8% (1)

Healthcare Services

1.8% (1)

Power

1.2% (1)

Retailing

1.2% (2)

Chemicals & Petrochemicals

1.0% (1)

Insurance

0.9% (2)

Transport Services

0.8% (1)

Agricultural Food & other Products

0.7% (1)

Agricultural, Commercial & Construction Vehicles

0.6% (1)

Auto Components

0.6% (1)

Capital Markets

0.6% (1)

Food Products

0.5% (1)

Diversified FMCG

0.4% (1)

Industrial Products

0.1% (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 LARGE CAP

vs SBI BSE 100 ETF65.9% · 50 stocks
vs CANARA ROBECO LARGE CAP65.6% · 40 stocks
vs Axis Nifty 100 Index65.4% · 46 stocks
vs HDFC NIFTY 100 ETF65.4% · 46 stocks
vs Motilal Oswal Nifty 100 ETF65.4% · 46 stocks

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