Axis Large Cap Fund vs PGIM INDIA ELSS TAX SAVER FUND
Axis vs PGIM· Portfolio Overlap Analysis
51.8%High Overlap
25 common stocksRank #8348 / 20,000
Investor takeaway: At 51.8% 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 (25)
| Stock | Wt% in Axis Large Cap | Wt% in PGIM INDIA ELSS TAX SAVER | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.30% | 8.22% | 8.22% |
ICICI Bank Limited Banks | 8.73% | 6.82% | 6.82% |
Reliance Industries Limited Petroleum Products | 6.06% | 4.91% | 4.91% |
Bharti Airtel Limited Telecom - Services | 4.41% | 3.84% | 3.84% |
Larsen & Toubro Limited Construction | 5.24% | 3.40% | 3.40% |
Bajaj Finance Limited Finance | 3.91% | 2.87% | 2.87% |
UltraTech Cement Limited Cement & Cement Products | 2.73% | 2.48% | 2.48% |
Kotak Mahindra Bank Limited Banks | 3.61% | 2.40% | 2.40% |
State Bank of India Banks | 4.22% | 2.38% | 2.38% |
Eternal Limited Retailing | 1.96% | 1.79% | 1.79% |
Infosys Limited IT - Software | 4.04% | 1.69% | 1.69% |
Titan Company Limited Consumer Durables | 1.94% | 1.51% | 1.51% |
Bharat Electronics Limited Aerospace & Defense | 1.64% | 1.19% | 1.19% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.13% | 1.64% | 1.13% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.18% | 1.10% | 1.10% |
TVS Motor Company Limited Automobiles | 0.99% | 1.12% | 0.99% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 0.98% | 0.98% |
Tata Consultancy Services Limited IT - Software | 0.83% | 1.58% | 0.83% |
ICICI Prudential Asset Management Company Limited Capital Markets | 0.68% | 1.12% | 0.68% |
Solar Industries India Limited Chemicals & Petrochemicals | 0.56% | 1.39% | 0.56% |
Eicher Motors Limited Automobiles | 0.55% | 1.17% | 0.55% |
LG Electronics India Ltd Consumer Durables | 0.50% | 0.82% | 0.50% |
Varun Beverages Limited Beverages | 0.40% | 1.94% | 0.40% |
SBI Life Insurance Company Limited Insurance | 0.32% | 1.21% | 0.32% |
Dixon Technologies (India) Limited Consumer Durables | 0.30% | 1.74% | 0.30% |
Unique to Axis Large Cap
All top holdings are shared with the other fund.
Unique to PGIM INDIA ELSS TAX SAVER
- ICICI Lombard General Insurance Co. Ltd.2.59%
Sector Overlap Breakdown
Banks19.8% (4)
Petroleum Products4.9% (1)
Finance4.0% (2)
Telecom - Services3.8% (1)
Construction3.4% (1)
IT - Software2.5% (2)
Automobiles2.5% (3)
Cement & Cement Products2.5% (1)
Consumer Durables2.3% (3)
Retailing1.8% (1)
Aerospace & Defense1.2% (1)
Electrical Equipment1.1% (1)
Capital Markets0.7% (1)
Chemicals & Petrochemicals0.6% (1)
Beverages0.4% (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 PGIM INDIA ELSS TAX SAVER
- vs PGIM INDIA FLEXI CAP64.7% · 47 stocks
- vs PGIM INDIA LARGE CAP62.0% · 32 stocks
- vs PGIM INDIA MULTI CAP60.5% · 56 stocks
- vs PGIM INDIA RETIREMENT59.6% · 52 stocks
- vs CANARA ROBECO LARGE CAP58.0% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.