Axis Large Cap Fund vs IB11-Groww ELSS Tax Saver Fund

Axis vs Groww· Portfolio Overlap Analysis

51.4%High Overlap
24 common stocksRank #8712 / 20,000

Investor takeaway: At 51.4% 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 (24)

StockWt% in Axis Large CapWt% in IB11-Groww ELSS Tax SaverOverlap
HDFC Bank Limited
Banks
8.30%8.05%8.05%
ICICI Bank Limited
Banks
8.73%5.75%5.75%
Reliance Industries Limited
Petroleum Products
6.06%5.46%5.46%
State Bank of India
Banks
4.22%3.53%3.53%
Larsen & Toubro Limited
Construction
5.24%3.35%3.35%
Bharti Airtel Limited
Telecom - Services
4.41%3.23%3.23%
Infosys Limited
IT - Software
4.04%2.49%2.49%
Mahindra & Mahindra Limited
Automobiles
3.57%2.35%2.35%
Kotak Mahindra Bank Limited
Banks
3.61%2.23%2.23%
Bajaj Finance Limited
Finance
3.91%1.67%1.67%
InterGlobe Aviation Limited
Transport Services
1.77%1.50%1.50%
Shriram Finance Limited
Finance
1.69%1.36%1.36%
Titan Company Limited
Consumer Durables
1.94%1.27%1.27%
Eternal Limited
Retailing
1.96%1.15%1.15%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.38%1.04%1.04%
UltraTech Cement Limited
Cement & Cement Products
2.73%1.00%1.00%
TVS Motor Company Limited
Automobiles
0.99%1.36%0.99%
The Indian Hotels Company Limited
Leisure Services
0.92%1.06%0.92%
Tata Consultancy Services Limited
IT - Software
0.83%1.08%0.83%
Axis Bank Limited
Banks
0.80%2.60%0.80%
Maruti Suzuki India Limited
Automobiles
0.77%1.77%0.77%
NTPC Limited
Power
1.19%0.70%0.70%
Eicher Motors Limited
Automobiles
0.55%1.00%0.55%
Hindustan Unilever Limited
Diversified FMCG
0.44%1.29%0.44%

Unique to Axis Large Cap

All top holdings are shared with the other fund.

Unique to IB11-Groww ELSS Tax Saver

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
20.4% (5)
Petroleum Products
5.5% (1)
Automobiles
4.7% (4)
Construction
3.4% (1)
IT - Software
3.3% (2)
Telecom - Services
3.2% (1)
Finance
3.0% (2)
Transport Services
1.5% (1)
Consumer Durables
1.3% (1)
Retailing
1.1% (1)
Pharmaceuticals & Biotechnology
1.0% (1)
Cement & Cement Products
1.0% (1)
Leisure Services
0.9% (1)
Power
0.7% (1)
Diversified FMCG
0.4% (1)

More comparisons for Axis Large Cap

More comparisons for IB11-Groww ELSS Tax Saver

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