Axis Large Cap Fund vs HDFC Large Cap Fund
Axis vs HDFC· Portfolio Overlap Analysis
55.1%High Overlap
27 common stocksRank #6865 / 20,000
Investor takeaway: At 55.1% 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 (27)
| Stock | Wt% in Axis Large Cap | Wt% in HDFC Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.73% | 9.50% | 8.73% |
HDFC Bank Limited Banks | 8.30% | 8.58% | 8.30% |
Reliance Industries Limited Petroleum Products | 6.06% | 4.96% | 4.96% |
Bharti Airtel Limited Telecom - Services | 4.41% | 5.59% | 4.41% |
Infosys Limited IT - Software | 4.04% | 3.67% | 3.67% |
Kotak Mahindra Bank Limited Banks | 3.61% | 5.34% | 3.61% |
Titan Company Limited Consumer Durables | 1.94% | 4.45% | 1.94% |
State Bank of India Banks | 4.22% | 1.91% | 1.91% |
Eternal Limited Retailing | 1.96% | 1.86% | 1.86% |
InterGlobe Aviation Limited Transport Services | 1.77% | 1.81% | 1.77% |
Larsen & Toubro Limited Construction | 5.24% | 1.40% | 1.40% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.40% | 2.16% | 1.40% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.29% | 3.44% | 1.29% |
NTPC Limited Power | 1.19% | 2.13% | 1.19% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.13% | 2.26% | 1.13% |
UltraTech Cement Limited Cement & Cement Products | 2.73% | 1.03% | 1.03% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 0.84% | 0.84% |
Tata Consumer Products Limited Agricultural Food & other Products | 0.82% | 1.44% | 0.82% |
Axis Bank Limited Banks | 0.80% | 3.70% | 0.80% |
Maruti Suzuki India Limited Automobiles | 0.77% | 1.33% | 0.77% |
ICICI Prudential Asset Management Company Limited Capital Markets | 0.68% | 1.06% | 0.68% |
Eicher Motors Limited Automobiles | 0.55% | 1.25% | 0.55% |
Hyundai Motor India Ltd Automobiles | 0.55% | 1.18% | 0.55% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.38% | 0.51% | 0.51% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.18% | 0.49% | 0.49% |
Cummins India Limited Industrial Products | 0.60% | 0.28% | 0.28% |
SBI Life Insurance Company Limited Insurance | 0.32% | 0.20% | 0.20% |
Unique to Axis Large Cap
- Bajaj Finance Limited3.91%
Unique to HDFC Large Cap
- Bajaj Auto Limited3.10%
Sector Overlap Breakdown
Banks23.4% (5)
Petroleum Products5.0% (1)
Telecom - Services4.4% (1)
IT - Software3.7% (1)
Automobiles2.7% (4)
Consumer Durables1.9% (1)
Retailing1.9% (1)
Pharmaceuticals & Biotechnology1.8% (2)
Transport Services1.8% (1)
Construction1.4% (1)
Agricultural, Commercial & Construction Vehicles1.4% (1)
Power1.2% (1)
Finance1.1% (1)
Cement & Cement Products1.0% (1)
Agricultural Food & other Products0.8% (1)
Capital Markets0.7% (1)
Electrical Equipment0.5% (1)
Industrial Products0.3% (1)
Insurance0.2% (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 HDFC Large Cap
- vs CANARA ROBECO LARGE CAP58.8% · 31 stocks
- vs HDFC NIFTY 50 ETF55.5% · 26 stocks
- vs HDFC Nifty 50 Index55.5% · 26 stocks
- vs ICICI Prudential Nifty 50 ETF55.5% · 26 stocks
- vs Mirae Asset Nifty 50 ETF55.5% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.