Axis Large Cap Fund vs SBI ESG Exclusionary Strategy Fund
Axis vs SBI· Portfolio Overlap Analysis
49.9%High Overlap
17 common stocksRank #10306 / 20,000
Investor takeaway: At 49.9% 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 (17)
| Stock | Wt% in Axis Large Cap | Wt% in SBI ESG Exclusionary Strategy | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.73% | 8.46% | 8.46% |
HDFC Bank Limited Banks | 8.30% | 8.66% | 8.30% |
Larsen & Toubro Limited Construction | 5.24% | 5.06% | 5.06% |
State Bank of India Banks | 4.22% | 5.61% | 4.22% |
Infosys Limited IT - Software | 4.04% | 4.96% | 4.04% |
Bajaj Finance Limited Finance | 3.91% | 3.78% | 3.78% |
Kotak Mahindra Bank Limited Banks | 3.61% | 3.88% | 3.61% |
UltraTech Cement Limited Cement & Cement Products | 2.73% | 3.74% | 2.73% |
Reliance Industries Limited Petroleum Products | 6.06% | 2.54% | 2.54% |
Pidilite Industries Limited Chemicals & Petrochemicals | 1.56% | 1.89% | 1.56% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.07% | 1.51% | 1.07% |
TVS Motor Company Limited Automobiles | 0.99% | 2.72% | 0.99% |
The Indian Hotels Company Limited Leisure Services | 0.92% | 1.45% | 0.92% |
Axis Bank Limited Banks | 0.80% | 5.17% | 0.80% |
Maruti Suzuki India Limited Automobiles | 0.77% | 4.14% | 0.77% |
Eicher Motors Limited Automobiles | 0.55% | 2.19% | 0.55% |
Britannia Industries Limited Food Products | 0.50% | 1.47% | 0.50% |
Unique to Axis Large Cap
- Bharti Airtel Limited4.41%
- Mahindra & Mahindra Limited3.57%
Unique to SBI ESG Exclusionary Strategy
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks25.4% (5)
Construction5.1% (1)
IT - Software4.0% (1)
Finance3.8% (1)
Cement & Cement Products2.7% (1)
Petroleum Products2.5% (1)
Automobiles2.3% (3)
Chemicals & Petrochemicals1.6% (1)
Pharmaceuticals & Biotechnology1.1% (1)
Leisure Services0.9% (1)
Food Products0.5% (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 SBI ESG Exclusionary Strategy
- vs SBI RETIREMENT BENEFIT FUND - 72.3% · 35 stocks
- vs SBI RETIREMENT BENEFIT FUND - 60.5% · 35 stocks
- vs SBI Dividend Yield52.3% · 21 stocks
- vs SBI Large Cap50.4% · 18 stocks
- vs HDFC BSE Sensex Index49.5% · 12 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.