Axis Large Cap Fund vs IB03-Groww Aggressive Hybrid Fund
Axis vs Groww· Portfolio Overlap Analysis
51.2%High Overlap
22 common stocksRank #8976 / 20,000
Investor takeaway: At 51.2% 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 (22)
| Stock | Wt% in Axis Large Cap | Wt% in IB03-Groww Aggressive Hybrid | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.73% | 8.09% | 8.09% |
HDFC Bank Limited Banks | 8.30% | 6.98% | 6.98% |
Larsen & Toubro Limited Construction | 5.24% | 5.62% | 5.24% |
State Bank of India Banks | 4.22% | 3.97% | 3.97% |
Bharti Airtel Limited Telecom - Services | 4.41% | 3.69% | 3.69% |
Bajaj Finance Limited Finance | 3.91% | 2.85% | 2.85% |
Reliance Industries Limited Petroleum Products | 6.06% | 2.81% | 2.81% |
Infosys Limited IT - Software | 4.04% | 2.26% | 2.26% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 2.05% | 2.05% |
UltraTech Cement Limited Cement & Cement Products | 2.73% | 1.74% | 1.74% |
Bharat Electronics Limited Aerospace & Defense | 1.64% | 1.58% | 1.58% |
Kotak Mahindra Bank Limited Banks | 3.61% | 1.38% | 1.38% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.38% | 3.02% | 1.38% |
NTPC Limited Power | 1.19% | 1.41% | 1.19% |
Samvardhana Motherson International Limited Auto Components | 1.08% | 2.06% | 1.08% |
Eternal Limited Retailing | 1.96% | 0.96% | 0.96% |
Axis Bank Limited Banks | 0.80% | 1.09% | 0.80% |
Shriram Finance Limited Finance | 1.69% | 0.77% | 0.77% |
Maruti Suzuki India Limited Automobiles | 0.77% | 1.08% | 0.77% |
Cummins India Limited Industrial Products | 0.60% | 2.60% | 0.60% |
Eicher Motors Limited Automobiles | 0.55% | 1.12% | 0.55% |
Avenue Supermarts Limited Retailing | 0.45% | 0.75% | 0.45% |
Unique to Axis Large Cap
All top holdings are shared with the other fund.
Unique to IB03-Groww Aggressive Hybrid
- Max Financial Services Limited2.93%
Sector Overlap Breakdown
Banks21.2% (5)
Construction5.2% (1)
Telecom - Services3.7% (1)
Finance3.6% (2)
Automobiles3.4% (3)
Petroleum Products2.8% (1)
IT - Software2.3% (1)
Cement & Cement Products1.7% (1)
Aerospace & Defense1.6% (1)
Retailing1.4% (2)
Pharmaceuticals & Biotechnology1.4% (1)
Power1.2% (1)
Auto Components1.1% (1)
Industrial Products0.6% (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 IB03-Groww Aggressive Hybrid
- vs IB01-Groww Large Cap62.0% · 32 stocks
- vs Kotak Large Cap51.3% · 22 stocks
- vs CANARA ROBECO LARGE CAP50.9% · 21 stocks
- vs HDFC NIFTY 50 ETF50.9% · 22 stocks
- vs HDFC Nifty 50 Index50.9% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.