Axis Large Cap Fund vs Invesco India Largecap Fund
Axis vs Invesco· Portfolio Overlap Analysis
53.3%High Overlap
26 common stocksRank #7584 / 20,000
Investor takeaway: At 53.3% 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 (26)
| Stock | Wt% in Axis Large Cap | Wt% in Invesco India Largecap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.73% | 7.86% | 7.86% |
HDFC Bank Limited Banks | 8.30% | 7.22% | 7.22% |
Larsen & Toubro Limited Construction | 5.24% | 4.36% | 4.36% |
Infosys Limited IT - Software | 4.04% | 4.68% | 4.04% |
Bajaj Finance Limited Finance | 3.91% | 3.93% | 3.91% |
Bharti Airtel Limited Telecom - Services | 4.41% | 3.54% | 3.54% |
UltraTech Cement Limited Cement & Cement Products | 2.73% | 2.28% | 2.28% |
Eternal Limited Retailing | 1.96% | 3.07% | 1.96% |
Titan Company Limited Consumer Durables | 1.94% | 2.55% | 1.94% |
InterGlobe Aviation Limited Transport Services | 1.77% | 3.22% | 1.77% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 1.56% | 1.56% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.29% | 2.95% | 1.29% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.18% | 1.75% | 1.18% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.13% | 2.27% | 1.13% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.51% | 1.12% | 1.12% |
Shriram Finance Limited Finance | 1.69% | 1.09% | 1.09% |
Samvardhana Motherson International Limited Auto Components | 1.08% | 1.18% | 1.08% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.07% | 1.13% | 1.07% |
Tech Mahindra Limited IT - Software | 0.95% | 2.51% | 0.95% |
Bharat Electronics Limited Aerospace & Defense | 1.64% | 0.93% | 0.93% |
Axis Bank Limited Banks | 0.80% | 2.27% | 0.80% |
ICICI Prudential Asset Management Company Limited Capital Markets | 0.68% | 5.88% | 0.68% |
Eicher Motors Limited Automobiles | 0.55% | 2.82% | 0.55% |
Trent Limited Retailing | 0.59% | 0.49% | 0.49% |
Dixon Technologies (India) Limited Consumer Durables | 0.30% | 0.54% | 0.30% |
Hindustan Aeronautics Limited Aerospace & Defense | 0.16% | 0.98% | 0.16% |
Unique to Axis Large Cap
- Reliance Industries Limited6.06%
- State Bank of India4.22%
- Kotak Mahindra Bank Limited3.61%
Unique to Invesco India Largecap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks15.9% (3)
Finance6.1% (3)
IT - Software5.0% (2)
Construction4.4% (1)
Telecom - Services3.5% (1)
Retailing2.5% (2)
Pharmaceuticals & Biotechnology2.4% (2)
Cement & Cement Products2.3% (1)
Consumer Durables2.2% (2)
Automobiles2.1% (2)
Transport Services1.8% (1)
Electrical Equipment1.2% (1)
Healthcare Services1.1% (1)
Aerospace & Defense1.1% (2)
Auto Components1.1% (1)
Capital Markets0.7% (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 Invesco India Largecap
- vs Invesco India ESG Integration 57.8% · 26 stocks
- vs CANARA ROBECO LARGE CAP54.7% · 31 stocks
- vs CANARA ROBECO FOCUSED51.8% · 18 stocks
- vs IB01-Groww Large Cap51.1% · 22 stocks
- vs PGIM INDIA LARGE CAP50.7% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.