Axis Large Cap Fund vs Mirae Asset Large Cap Fund

Axis vs Mirae· Portfolio Overlap Analysis

59.4%High Overlap

36 common stocksRank #5335 / 20,000

Investor takeaway: At 59.4% 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 (36)

Stock	Wt% in Axis Large Cap	Wt% in Mirae Asset Large Cap	Overlap
ICICI Bank Limited Banks	8.73%	8.49%	8.49%
HDFC Bank Limited Banks	8.30%	9.54%	8.30%
Reliance Industries Limited Petroleum Products	6.06%	4.99%	4.99%
Bharti Airtel Limited Telecom - Services	4.41%	4.55%	4.41%
Infosys Limited IT - Software	4.04%	4.28%	4.04%
Larsen & Toubro Limited Construction	5.24%	3.99%	3.99%
State Bank of India Banks	4.22%	3.66%	3.66%
Mahindra & Mahindra Limited Automobiles	3.57%	2.05%	2.05%
Eternal Limited Retailing	1.96%	2.47%	1.96%
Kotak Mahindra Bank Limited Banks	3.61%	1.75%	1.75%
Apollo Hospitals Enterprise Limited Healthcare Services	2.51%	1.45%	1.45%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	1.38%	1.37%	1.37%
NTPC Limited Power	1.19%	1.45%	1.19%
Titan Company Limited Consumer Durables	1.94%	0.99%	0.99%
Bajaj Finance Limited Finance	3.91%	0.84%	0.84%
Tata Consultancy Services Limited IT - Software	0.83%	2.94%	0.83%
Axis Bank Limited Banks	0.80%	3.62%	0.80%
Shriram Finance Limited Finance	1.69%	0.77%	0.77%
The Indian Hotels Company Limited Leisure Services	0.92%	0.77%	0.77%
Maruti Suzuki India Limited Automobiles	0.77%	2.37%	0.77%
Pidilite Industries Limited Chemicals & Petrochemicals	1.56%	0.60%	0.60%
Trent Limited Retailing	0.59%	0.86%	0.59%
Solar Industries India Limited Chemicals & Petrochemicals	0.56%	0.70%	0.56%
Eicher Motors Limited Automobiles	0.55%	1.18%	0.55%
InterGlobe Aviation Limited Transport Services	1.77%	0.50%	0.50%
Britannia Industries Limited Food Products	0.50%	1.16%	0.50%
Avenue Supermarts Limited Retailing	0.45%	0.50%	0.45%
Hindustan Unilever Limited Diversified FMCG	0.44%	0.92%	0.44%
Varun Beverages Limited Beverages	0.40%	1.37%	0.40%
LG Electronics India Ltd Consumer Durables	0.50%	0.37%	0.37%
Bharat Electronics Limited Aerospace & Defense	1.64%	0.36%	0.36%
SBI Life Insurance Company Limited Insurance	0.32%	1.02%	0.32%
UltraTech Cement Limited Cement & Cement Products	2.73%	0.26%	0.26%
ICICI Prudential Asset Management Company Limited Capital Markets	0.68%	0.09%	0.09%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.07%	0.01%	0.01%
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology	1.29%	0.00%	0.00%

Unique to Axis Large Cap

All top holdings are shared with the other fund.

Unique to Mirae Asset Large Cap

ITC Ltd.3.12%

Sector Overlap Breakdown

Banks

23.0% (5)

Petroleum Products

5.0% (1)

IT - Software

4.9% (2)

Telecom - Services

4.4% (1)

Construction

4.0% (1)

Automobiles

3.4% (3)

Retailing

3.0% (3)

Finance

1.6% (2)

Healthcare Services

1.4% (1)

Pharmaceuticals & Biotechnology

1.4% (3)

Consumer Durables

1.4% (2)

Power

1.2% (1)

Chemicals & Petrochemicals

1.2% (2)

Leisure Services

0.8% (1)

Transport Services

0.5% (1)

Food Products

0.5% (1)

Diversified FMCG

0.4% (1)

Beverages

0.4% (1)

Aerospace & Defense

0.4% (1)

Insurance

0.3% (1)

Cement & Cement Products

0.3% (1)

Capital Markets

0.1% (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 Mirae Asset Large Cap

vs HDFC NIFTY 50 ETF68.5% · 33 stocks
vs HDFC Nifty 50 Index68.5% · 33 stocks
vs ICICI Prudential Nifty 50 ETF68.5% · 33 stocks
vs Mirae Asset Nifty 50 ETF68.5% · 33 stocks
vs SBI Nifty Index68.5% · 33 stocks

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