Axis Large Cap Fund vs TATA LARGE CAP FUND
Axis vs Tata· Portfolio Overlap Analysis
54.2%High Overlap
22 common stocksRank #7182 / 20,000
Investor takeaway: At 54.2% 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 TATA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.73% | 9.12% | 8.73% |
HDFC Bank Limited Banks | 8.30% | 8.20% | 8.20% |
Reliance Industries Limited Petroleum Products | 6.06% | 5.26% | 5.26% |
Kotak Mahindra Bank Limited Banks | 3.61% | 3.72% | 3.61% |
Larsen & Toubro Limited Construction | 5.24% | 3.58% | 3.58% |
State Bank of India Banks | 4.22% | 3.54% | 3.54% |
Infosys Limited IT - Software | 4.04% | 3.54% | 3.54% |
Bajaj Finance Limited Finance | 3.91% | 3.04% | 3.04% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 2.89% | 2.89% |
Bharti Airtel Limited Telecom - Services | 4.41% | 2.19% | 2.19% |
InterGlobe Aviation Limited Transport Services | 1.77% | 1.56% | 1.56% |
NTPC Limited Power | 1.19% | 1.79% | 1.19% |
Samvardhana Motherson International Limited Auto Components | 1.08% | 2.32% | 1.08% |
Tech Mahindra Limited IT - Software | 0.95% | 1.85% | 0.95% |
Tata Consultancy Services Limited IT - Software | 0.83% | 2.86% | 0.83% |
Axis Bank Limited Banks | 0.80% | 4.08% | 0.80% |
ICICI Prudential Asset Management Company Limited Capital Markets | 0.68% | 1.83% | 0.68% |
HDFC Life Insurance Company Limited Insurance | 0.56% | 1.93% | 0.56% |
Hyundai Motor India Ltd Automobiles | 0.55% | 1.32% | 0.55% |
LG Electronics India Ltd Consumer Durables | 0.50% | 0.86% | 0.50% |
Britannia Industries Limited Food Products | 0.50% | 1.07% | 0.50% |
Hindustan Unilever Limited Diversified FMCG | 0.44% | 2.64% | 0.44% |
Unique to Axis Large Cap
All top holdings are shared with the other fund.
Unique to TATA LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks24.9% (5)
IT - Software5.3% (3)
Petroleum Products5.3% (1)
Construction3.6% (1)
Automobiles3.4% (2)
Finance3.0% (1)
Telecom - Services2.2% (1)
Transport Services1.6% (1)
Power1.2% (1)
Auto Components1.1% (1)
Capital Markets0.7% (1)
Insurance0.6% (1)
Consumer Durables0.5% (1)
Food Products0.5% (1)
Diversified FMCG0.4% (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 TATA LARGE CAP
- vs ADITYA BIRLA SUN LIFE BSE SENS61.5% · 19 stocks
- vs HDFC BSE SENSEX ETF61.5% · 19 stocks
- vs HDFC BSE Sensex Index61.5% · 19 stocks
- vs ICICI Prudential BSE Sensex ET61.5% · 19 stocks
- vs Kotak BSE Sensex ETF61.5% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.