Axis Large Cap Fund vs SBI Large Cap Fund
Axis vs SBI· Portfolio Overlap Analysis
50.6%High Overlap
22 common stocksRank #9426 / 20,000
Investor takeaway: At 50.6% 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 (22)
| Stock | Wt% in Axis Large Cap | Wt% in SBI Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.73% | 8.20% | 8.20% |
HDFC Bank Limited Banks | 8.30% | 6.54% | 6.54% |
Reliance Industries Limited Petroleum Products | 6.06% | 6.18% | 6.06% |
Larsen & Toubro Limited Construction | 5.24% | 5.73% | 5.24% |
State Bank of India Banks | 4.22% | 4.16% | 4.16% |
Kotak Mahindra Bank Limited Banks | 3.61% | 3.46% | 3.46% |
Infosys Limited IT - Software | 4.04% | 3.16% | 3.16% |
Bharti Airtel Limited Telecom - Services | 4.41% | 2.48% | 2.48% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.40% | 3.48% | 1.40% |
Eternal Limited Retailing | 1.96% | 1.29% | 1.29% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.13% | 2.07% | 1.13% |
Samvardhana Motherson International Limited Auto Components | 1.08% | 2.78% | 1.08% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.07% | 2.36% | 1.07% |
Tech Mahindra Limited IT - Software | 0.95% | 1.60% | 0.95% |
Axis Bank Limited Banks | 0.80% | 3.44% | 0.80% |
ICICI Prudential Asset Management Company Limited Capital Markets | 0.68% | 1.20% | 0.68% |
HDFC Life Insurance Company Limited Insurance | 0.56% | 3.75% | 0.56% |
Eicher Motors Limited Automobiles | 0.55% | 0.98% | 0.55% |
Britannia Industries Limited Food Products | 0.50% | 1.03% | 0.50% |
Avenue Supermarts Limited Retailing | 0.45% | 2.15% | 0.45% |
Hindustan Unilever Limited Diversified FMCG | 0.44% | 1.94% | 0.44% |
Varun Beverages Limited Beverages | 0.40% | 2.00% | 0.40% |
Unique to Axis Large Cap
- Bajaj Finance Limited3.91%
- Mahindra & Mahindra Limited3.57%
Unique to SBI Large Cap
- Asian Paints Ltd.3.57%
Sector Overlap Breakdown
Banks23.2% (5)
Petroleum Products6.1% (1)
Construction5.2% (1)
IT - Software4.1% (2)
Telecom - Services2.5% (1)
Retailing1.7% (2)
Agricultural, Commercial & Construction Vehicles1.4% (1)
Finance1.1% (1)
Auto Components1.1% (1)
Pharmaceuticals & Biotechnology1.1% (1)
Capital Markets0.7% (1)
Insurance0.6% (1)
Automobiles0.6% (1)
Food Products0.5% (1)
Diversified FMCG0.4% (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 SBI Large Cap
- vs CANARA ROBECO LARGE CAP53.5% · 26 stocks
- vs NIPPON INDIA LARGE CAP52.5% · 25 stocks
- vs Parag Parikh Large Cap52.5% · 31 stocks
- vs HDFC NIFTY 50 ETF52.4% · 20 stocks
- vs HDFC Nifty 50 Index52.4% · 20 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.