Axis Large Cap Fund vs NIPPON INDIA QUANT FUND
Axis vs Nippon· Portfolio Overlap Analysis
54.0%High Overlap
21 common stocksRank #7280 / 20,000
Investor takeaway: At 54.0% 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 (21)
| Stock | Wt% in Axis Large Cap | Wt% in NIPPON INDIA QUANT | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.73% | 7.35% | 7.35% |
Reliance Industries Limited Petroleum Products | 6.06% | 5.95% | 5.95% |
HDFC Bank Limited Banks | 8.30% | 5.92% | 5.92% |
Larsen & Toubro Limited Construction | 5.24% | 5.51% | 5.24% |
State Bank of India Banks | 4.22% | 6.09% | 4.22% |
Infosys Limited IT - Software | 4.04% | 3.71% | 3.71% |
Bharti Airtel Limited Telecom - Services | 4.41% | 3.68% | 3.68% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 3.32% | 3.32% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.51% | 2.43% | 2.43% |
Bajaj Finance Limited Finance | 3.91% | 2.12% | 2.12% |
Shriram Finance Limited Finance | 1.69% | 2.21% | 1.69% |
Bharat Electronics Limited Aerospace & Defense | 1.64% | 3.76% | 1.64% |
NTPC Limited Power | 1.19% | 2.72% | 1.19% |
TVS Motor Company Limited Automobiles | 0.99% | 2.58% | 0.99% |
Tech Mahindra Limited IT - Software | 0.95% | 2.17% | 0.95% |
Tata Consumer Products Limited Agricultural Food & other Products | 0.82% | 1.42% | 0.82% |
Maruti Suzuki India Limited Automobiles | 0.77% | 2.03% | 0.77% |
Cummins India Limited Industrial Products | 0.60% | 2.18% | 0.60% |
Eicher Motors Limited Automobiles | 0.55% | 2.14% | 0.55% |
Britannia Industries Limited Food Products | 0.50% | 1.81% | 0.50% |
SBI Life Insurance Company Limited Insurance | 0.32% | 1.81% | 0.32% |
Unique to Axis Large Cap
- Kotak Mahindra Bank Limited3.61%
Unique to NIPPON INDIA QUANT
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.5% (3)
Petroleum Products6.0% (1)
Automobiles5.6% (4)
Construction5.2% (1)
IT - Software4.7% (2)
Finance3.8% (2)
Telecom - Services3.7% (1)
Healthcare Services2.4% (1)
Aerospace & Defense1.6% (1)
Power1.2% (1)
Agricultural Food & other Products0.8% (1)
Industrial Products0.6% (1)
Food Products0.5% (1)
Insurance0.3% (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 NIPPON INDIA QUANT
- vs Kotak Large Cap55.2% · 19 stocks
- vs EDELWEISS LARGE CAP54.4% · 26 stocks
- vs HDFC NIFTY 50 ETF53.5% · 21 stocks
- vs HDFC Nifty 50 Index53.5% · 21 stocks
- vs ICICI Prudential Nifty 50 ETF53.5% · 21 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.