Axis Large Cap Fund vs LIC MF LARGE CAP FUND
Axis vs LIC· Portfolio Overlap Analysis
61.5%High Overlap
32 common stocksRank #4834 / 5,000
Investor takeaway: These funds overlap 61.5%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (32)
| Stock | Wt% in Axis Large Cap | Wt% in LIC MF LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.30% | 9.31% | 8.30% |
ICICI Bank Limited Banks | 8.73% | 8.03% | 8.03% |
Reliance Industries Limited Petroleum Products | 6.06% | 6.45% | 6.06% |
Larsen & Toubro Limited Construction | 5.24% | 5.64% | 5.24% |
Bharti Airtel Limited Telecom - Services | 4.41% | 4.06% | 4.06% |
State Bank of India Banks | 4.22% | 3.32% | 3.32% |
Infosys Limited IT - Software | 4.04% | 2.73% | 2.73% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 2.16% | 2.16% |
Titan Company Limited Consumer Durables | 1.94% | 2.01% | 1.94% |
Bharat Electronics Limited Aerospace & Defense | 1.64% | 1.75% | 1.64% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.51% | 1.62% | 1.62% |
Kotak Mahindra Bank Limited Banks | 3.61% | 1.54% | 1.54% |
Pidilite Industries Limited Chemicals & Petrochemicals | 1.56% | 1.53% | 1.53% |
InterGlobe Aviation Limited Transport Services | 1.77% | 1.50% | 1.50% |
UltraTech Cement Limited Cement & Cement Products | 2.73% | 1.48% | 1.48% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.38% | 2.08% | 1.38% |
Eternal Limited Retailing | 1.96% | 1.34% | 1.34% |
Shriram Finance Limited Finance | 1.69% | 0.92% | 0.92% |
Tata Consultancy Services Limited IT - Software | 0.83% | 1.42% | 0.83% |
Axis Bank Limited Banks | 0.80% | 2.79% | 0.80% |
The Indian Hotels Company Limited Leisure Services | 0.92% | 0.78% | 0.78% |
Maruti Suzuki India Limited Automobiles | 0.77% | 1.24% | 0.77% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.40% | 0.65% | 0.65% |
Trent Limited Retailing | 0.59% | 1.33% | 0.59% |
Hyundai Motor India Ltd Automobiles | 0.55% | 0.98% | 0.55% |
Hindustan Unilever Limited Diversified FMCG | 0.44% | 2.55% | 0.44% |
Varun Beverages Limited Beverages | 0.40% | 0.88% | 0.40% |
SBI Life Insurance Company Limited Insurance | 0.32% | 1.92% | 0.32% |
Tata Power Company Limited Power | 0.27% | 0.81% | 0.27% |
Hindustan Aeronautics Limited Aerospace & Defense | 0.16% | 0.90% | 0.16% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.13% | 0.12% | 0.12% |
LG Electronics India Ltd Consumer Durables | 0.50% | 0.02% | 0.02% |
Unique to Axis Large Cap
- Bajaj Finance Limited3.91%
Unique to LIC MF LARGE CAP
- ITC Ltd.2.57%
Sector Overlap Breakdown
Banks22.0% (5)
Petroleum Products6.1% (1)
Construction5.2% (1)
Telecom - Services4.1% (1)
IT - Software3.6% (2)
Automobiles3.5% (3)
Consumer Durables2.0% (2)
Retailing1.9% (2)
Aerospace & Defense1.8% (2)
Healthcare Services1.6% (1)
Chemicals & Petrochemicals1.5% (1)
Transport Services1.5% (1)
Cement & Cement Products1.5% (1)
Pharmaceuticals & Biotechnology1.4% (1)
Finance1.0% (2)
Leisure Services0.8% (1)
Agricultural, Commercial & Construction Vehicles0.7% (1)
Diversified FMCG0.4% (1)
Beverages0.4% (1)
Insurance0.3% (1)
Power0.3% (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 LIC MF LARGE CAP
- vs HDFC NIFTY 50 ETF65.4% · 27 stocks
- vs HDFC Nifty 50 Index65.4% · 27 stocks
- vs ICICI Prudential Nifty 50 ETF65.4% · 27 stocks
- vs Mirae Asset Nifty 50 ETF65.4% · 27 stocks
- vs SBI Nifty Index65.4% · 27 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.