Axis Large Cap Fund vs Kotak ELSS Tax Saver Fund
Axis vs Kotak· Portfolio Overlap Analysis
47.8%High Overlap
22 common stocksRank #12472 / 20,000
Investor takeaway: At 47.8% 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 Kotak ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.30% | 8.38% | 8.30% |
ICICI Bank Limited Banks | 8.73% | 4.99% | 4.99% |
State Bank of India Banks | 4.22% | 5.96% | 4.22% |
Bharti Airtel Limited Telecom - Services | 4.41% | 3.60% | 3.60% |
Infosys Limited IT - Software | 4.04% | 2.82% | 2.82% |
Larsen & Toubro Limited Construction | 5.24% | 2.60% | 2.60% |
Bajaj Finance Limited Finance | 3.91% | 2.47% | 2.47% |
Eternal Limited Retailing | 1.96% | 2.33% | 1.96% |
UltraTech Cement Limited Cement & Cement Products | 2.73% | 1.90% | 1.90% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 1.87% | 1.87% |
Reliance Industries Limited Petroleum Products | 6.06% | 1.80% | 1.80% |
InterGlobe Aviation Limited Transport Services | 1.77% | 1.71% | 1.71% |
Kotak Mahindra Bank Limited Banks | 3.61% | 1.47% | 1.47% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.38% | 2.05% | 1.38% |
NTPC Limited Power | 1.19% | 2.81% | 1.19% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.07% | 1.50% | 1.07% |
TVS Motor Company Limited Automobiles | 0.99% | 1.07% | 0.99% |
Tech Mahindra Limited IT - Software | 0.95% | 2.88% | 0.95% |
Axis Bank Limited Banks | 0.80% | 2.18% | 0.80% |
ICICI Prudential Asset Management Company Limited Capital Markets | 0.68% | 0.60% | 0.60% |
Solar Industries India Limited Chemicals & Petrochemicals | 0.56% | 1.27% | 0.56% |
Britannia Industries Limited Food Products | 0.50% | 2.69% | 0.50% |
Unique to Axis Large Cap
All top holdings are shared with the other fund.
Unique to Kotak ELSS Tax Saver
- Hero MotoCorp Ltd.2.70%
Sector Overlap Breakdown
Banks19.8% (5)
IT - Software3.8% (2)
Telecom - Services3.6% (1)
Automobiles2.9% (2)
Construction2.6% (1)
Finance2.5% (1)
Pharmaceuticals & Biotechnology2.5% (2)
Retailing2.0% (1)
Cement & Cement Products1.9% (1)
Petroleum Products1.8% (1)
Transport Services1.7% (1)
Power1.2% (1)
Capital Markets0.6% (1)
Chemicals & Petrochemicals0.6% (1)
Food Products0.5% (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 Kotak ELSS Tax Saver
- vs Kotak Large & Midcap57.2% · 34 stocks
- vs Kotak ESG Exclusionary Strateg55.2% · 25 stocks
- vs Kotak Contra54.6% · 30 stocks
- vs Kotak Large Cap54.5% · 27 stocks
- vs Kotak Flexicap51.0% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.