Axis Large Cap Fund vs NIPPON INDIA LARGE CAP FUND

Axis vs Nippon· Portfolio Overlap Analysis

57.3%High Overlap
33 common stocksRank #6035 / 20,000

Investor takeaway: At 57.3% 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 (33)

StockWt% in Axis Large CapWt% in NIPPON INDIA LARGE CAPOverlap
HDFC Bank Limited
Banks
8.30%8.82%8.30%
ICICI Bank Limited
Banks
8.73%7.02%7.02%
Reliance Industries Limited
Petroleum Products
6.06%5.30%5.30%
Larsen & Toubro Limited
Construction
5.24%4.24%4.24%
State Bank of India
Banks
4.22%3.99%3.99%
Infosys Limited
IT - Software
4.04%2.94%2.94%
Bajaj Finance Limited
Finance
3.91%2.80%2.80%
Mahindra & Mahindra Limited
Automobiles
3.57%2.44%2.44%
Kotak Mahindra Bank Limited
Banks
3.61%2.02%2.02%
UltraTech Cement Limited
Cement & Cement Products
2.73%1.42%1.42%
NTPC Limited
Power
1.19%2.48%1.19%
Eternal Limited
Retailing
1.96%1.10%1.10%
Samvardhana Motherson International Limited
Auto Components
1.08%1.65%1.08%
InterGlobe Aviation Limited
Transport Services
1.77%1.07%1.07%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.07%1.07%1.07%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
1.40%0.99%0.99%
The Indian Hotels Company Limited
Leisure Services
0.92%0.97%0.92%
Cholamandalam Investment and Finance Company Ltd
Finance
1.13%0.91%0.91%
Tata Consultancy Services Limited
IT - Software
0.83%2.41%0.83%
Tata Consumer Products Limited
Agricultural Food & other Products
0.82%0.92%0.82%
Axis Bank Limited
Banks
0.80%4.20%0.80%
Maruti Suzuki India Limited
Automobiles
0.77%2.31%0.77%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.38%0.71%0.71%
Tech Mahindra Limited
IT - Software
0.95%0.66%0.66%
Trent Limited
Retailing
0.59%0.90%0.59%
HDFC Life Insurance Company Limited
Insurance
0.56%0.77%0.56%
Hyundai Motor India Ltd
Automobiles
0.55%0.71%0.55%
Avenue Supermarts Limited
Retailing
0.45%1.90%0.45%
Hindustan Unilever Limited
Diversified FMCG
0.44%2.29%0.44%
Varun Beverages Limited
Beverages
0.40%0.46%0.40%
SBI Life Insurance Company Limited
Insurance
0.32%1.25%0.32%
Dixon Technologies (India) Limited
Consumer Durables
0.30%0.36%0.30%
Tata Power Company Limited
Power
0.27%1.65%0.27%

Unique to Axis Large Cap

  • Bharti Airtel Limited4.41%

Unique to NIPPON INDIA LARGE CAP

  • GE Vernova T&D India Limited2.82%
  • ITC Limited2.61%

Sector Overlap Breakdown

Banks
22.1% (5)
Petroleum Products
5.3% (1)
IT - Software
4.4% (3)
Construction
4.2% (1)
Automobiles
3.8% (3)
Finance
3.7% (2)
Retailing
2.1% (3)
Pharmaceuticals & Biotechnology
1.8% (2)
Power
1.5% (2)
Cement & Cement Products
1.4% (1)
Auto Components
1.1% (1)
Transport Services
1.1% (1)
Agricultural, Commercial & Construction Vehicles
1.0% (1)
Leisure Services
0.9% (1)
Insurance
0.9% (2)
Agricultural Food & other Products
0.8% (1)
Diversified FMCG
0.4% (1)
Beverages
0.4% (1)
Consumer Durables
0.3% (1)

More comparisons for Axis Large Cap

More comparisons for NIPPON INDIA LARGE CAP

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