Axis Large Cap Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Axis vs Nippon· Portfolio Overlap Analysis
54.3%High Overlap
29 common stocksRank #7141 / 20,000
Investor takeaway: At 54.3% 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 (29)
| Stock | Wt% in Axis Large Cap | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.73% | 7.59% | 7.59% |
HDFC Bank Limited Banks | 8.30% | 7.08% | 7.08% |
Reliance Industries Limited Petroleum Products | 6.06% | 4.56% | 4.56% |
State Bank of India Banks | 4.22% | 3.99% | 3.99% |
Larsen & Toubro Limited Construction | 5.24% | 3.62% | 3.62% |
Infosys Limited IT - Software | 4.04% | 2.86% | 2.86% |
Bajaj Finance Limited Finance | 3.91% | 2.86% | 2.86% |
Bharti Airtel Limited Telecom - Services | 4.41% | 2.69% | 2.69% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 2.54% | 2.54% |
UltraTech Cement Limited Cement & Cement Products | 2.73% | 1.62% | 1.62% |
InterGlobe Aviation Limited Transport Services | 1.77% | 1.54% | 1.54% |
Titan Company Limited Consumer Durables | 1.94% | 1.38% | 1.38% |
Eternal Limited Retailing | 1.96% | 1.34% | 1.34% |
NTPC Limited Power | 1.19% | 2.93% | 1.19% |
Samvardhana Motherson International Limited Auto Components | 1.08% | 1.89% | 1.08% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.13% | 0.96% | 0.96% |
Tech Mahindra Limited IT - Software | 0.95% | 1.84% | 0.95% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.51% | 0.87% | 0.87% |
TVS Motor Company Limited Automobiles | 0.99% | 0.86% | 0.86% |
Axis Bank Limited Banks | 0.80% | 3.20% | 0.80% |
Shriram Finance Limited Finance | 1.69% | 0.78% | 0.78% |
Cummins India Limited Industrial Products | 0.60% | 1.56% | 0.60% |
The Indian Hotels Company Limited Leisure Services | 0.92% | 0.57% | 0.57% |
Britannia Industries Limited Food Products | 0.50% | 0.77% | 0.50% |
Varun Beverages Limited Beverages | 0.40% | 1.15% | 0.40% |
SBI Life Insurance Company Limited Insurance | 0.32% | 1.95% | 0.32% |
Dixon Technologies (India) Limited Consumer Durables | 0.30% | 0.97% | 0.30% |
Tata Power Company Limited Power | 0.27% | 0.72% | 0.27% |
Hindustan Aeronautics Limited Aerospace & Defense | 0.16% | 1.69% | 0.16% |
Unique to Axis Large Cap
- Kotak Mahindra Bank Limited3.61%
Unique to NIPPON INDIA RETIREMENT FUND -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.5% (4)
Finance4.6% (3)
Petroleum Products4.6% (1)
IT - Software3.8% (2)
Construction3.6% (1)
Automobiles3.4% (2)
Telecom - Services2.7% (1)
Consumer Durables1.7% (2)
Cement & Cement Products1.6% (1)
Transport Services1.5% (1)
Power1.5% (2)
Retailing1.3% (1)
Auto Components1.1% (1)
Healthcare Services0.9% (1)
Industrial Products0.6% (1)
Leisure Services0.6% (1)
Food Products0.5% (1)
Beverages0.4% (1)
Insurance0.3% (1)
Aerospace & Defense0.2% (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 RETIREMENT FUND -
- vs CANARA ROBECO LARGE CAP62.5% · 35 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA59.5% · 36 stocks
- vs CANARA ROBECO FLEXICAP58.5% · 36 stocks
- vs Kotak Large Cap57.6% · 25 stocks
- vs Nippon India Flexi Cap57.1% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.