Axis Large Cap Fund vs PGIM INDIA FLEXI CAP FUND
Axis vs PGIM· Portfolio Overlap Analysis
47.5%High Overlap
28 common stocksRank #12654 / 20,000
Investor takeaway: At 47.5% 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 (28)
| Stock | Wt% in Axis Large Cap | Wt% in PGIM INDIA FLEXI CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.30% | 7.36% | 7.36% |
ICICI Bank Limited Banks | 8.73% | 6.64% | 6.64% |
Reliance Industries Limited Petroleum Products | 6.06% | 4.01% | 4.01% |
Bharti Airtel Limited Telecom - Services | 4.41% | 3.28% | 3.28% |
State Bank of India Banks | 4.22% | 2.31% | 2.31% |
Bajaj Finance Limited Finance | 3.91% | 2.19% | 2.19% |
Larsen & Toubro Limited Construction | 5.24% | 2.13% | 2.13% |
Eternal Limited Retailing | 1.96% | 1.93% | 1.93% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 1.90% | 1.90% |
Titan Company Limited Consumer Durables | 1.94% | 1.79% | 1.79% |
Bharat Electronics Limited Aerospace & Defense | 1.64% | 1.55% | 1.55% |
NTPC Limited Power | 1.19% | 1.64% | 1.19% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.18% | 1.12% | 1.12% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.07% | 1.61% | 1.07% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.13% | 1.05% | 1.05% |
TVS Motor Company Limited Automobiles | 0.99% | 2.50% | 0.99% |
Tech Mahindra Limited IT - Software | 0.95% | 0.84% | 0.84% |
Tata Consultancy Services Limited IT - Software | 0.83% | 1.91% | 0.83% |
Maruti Suzuki India Limited Automobiles | 0.77% | 0.70% | 0.70% |
ICICI Prudential Asset Management Company Limited Capital Markets | 0.68% | 1.28% | 0.68% |
Cummins India Limited Industrial Products | 0.60% | 1.43% | 0.60% |
Solar Industries India Limited Chemicals & Petrochemicals | 0.56% | 1.10% | 0.56% |
HDFC Life Insurance Company Limited Insurance | 0.56% | 0.73% | 0.56% |
Eicher Motors Limited Automobiles | 0.55% | 0.85% | 0.55% |
LG Electronics India Ltd Consumer Durables | 0.50% | 0.83% | 0.50% |
Britannia Industries Limited Food Products | 0.50% | 1.78% | 0.50% |
Varun Beverages Limited Beverages | 0.40% | 1.97% | 0.40% |
Dixon Technologies (India) Limited Consumer Durables | 0.30% | 1.16% | 0.30% |
Unique to Axis Large Cap
- Infosys Limited4.04%
- Kotak Mahindra Bank Limited3.61%
Unique to PGIM INDIA FLEXI CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks16.3% (3)
Automobiles4.1% (4)
Petroleum Products4.0% (1)
Telecom - Services3.3% (1)
Finance3.2% (2)
Consumer Durables2.6% (3)
Construction2.1% (1)
Retailing1.9% (1)
IT - Software1.7% (2)
Aerospace & Defense1.6% (1)
Power1.2% (1)
Electrical Equipment1.1% (1)
Pharmaceuticals & Biotechnology1.1% (1)
Capital Markets0.7% (1)
Industrial Products0.6% (1)
Chemicals & Petrochemicals0.6% (1)
Insurance0.6% (1)
Food Products0.5% (1)
Beverages0.4% (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 FLEXI CAP
- vs PGIM INDIA LARGE CAP64.9% · 39 stocks
- vs PGIM INDIA ELSS TAX SAVER64.7% · 47 stocks
- vs PGIM INDIA LARGE AND MIDCAP59.8% · 44 stocks
- vs PGIM INDIA MULTI CAP58.9% · 57 stocks
- vs CANARA ROBECO FLEXICAP55.8% · 32 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.