Axis Large & Mid Cap Fund vs Axis Retirement Fund - Aggressive Plan

Axis vs Axis· Portfolio Overlap Analysis

48.0%High Overlap

51 common stocksRank #12251 / 20,000

Investor takeaway: At 48.0% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (51)

Stock	Wt% in Axis Large & Mid Cap	Wt% in Axis Retirement Fund - Aggress	Overlap
HDFC Bank Limited Banks	5.46%	5.55%	5.46%
ICICI Bank Limited Banks	4.75%	4.90%	4.75%
State Bank of India Banks	2.95%	3.73%	2.95%
Reliance Industries Limited Petroleum Products	2.51%	5.54%	2.51%
Larsen & Toubro Limited Construction	2.06%	3.17%	2.06%
Bharti Airtel Limited Telecom - Services	1.86%	2.67%	1.86%
Mahindra & Mahindra Limited Automobiles	1.76%	2.25%	1.76%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.57%	1.95%	1.57%
Infosys Limited IT - Software	1.46%	3.38%	1.46%
Bajaj Finance Limited Finance	1.30%	1.93%	1.30%
Fortis Healthcare Limited Healthcare Services	1.59%	1.29%	1.29%
Kotak Mahindra Bank Limited Banks	1.18%	1.29%	1.18%
Solar Industries India Limited Chemicals & Petrochemicals	1.08%	1.71%	1.08%
Torrent Power Limited Power	2.42%	0.99%	0.99%
Pidilite Industries Limited Chemicals & Petrochemicals	0.95%	1.91%	0.95%
Sundaram Finance Limited Finance	0.98%	0.84%	0.84%
Shriram Finance Limited Finance	2.11%	0.83%	0.83%
Mankind Pharma Limited Pharmaceuticals & Biotechnology	0.98%	0.82%	0.82%
Eternal Limited Retailing	1.30%	0.78%	0.78%
The Phoenix Mills Limited Realty	0.87%	0.77%	0.77%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.86%	0.75%	0.75%
GE Vernova T&D India Limited Electrical Equipment	1.78%	0.73%	0.73%
HDFC Life Insurance Company Limited Insurance	0.68%	0.96%	0.68%
Titan Company Limited Consumer Durables	0.66%	0.86%	0.66%
Bharat Electronics Limited Aerospace & Defense	1.16%	0.63%	0.63%
Tech Mahindra Limited IT - Software	0.78%	0.61%	0.61%
Apollo Hospitals Enterprise Limited Healthcare Services	0.61%	0.99%	0.61%
Minda Corporation Limited Auto Components	0.61%	1.02%	0.61%
Premier Energies Limited Electrical Equipment	0.73%	0.60%	0.60%
CG Power and Industrial Solutions Limited Electrical Equipment	0.60%	0.74%	0.60%
Cholamandalam Investment and Finance Company Ltd Finance	0.71%	0.48%	0.48%
Varun Beverages Limited Beverages	0.48%	0.74%	0.48%
Sona BLW Precision Forgings Limited Auto Components	0.96%	0.46%	0.46%
Tata Steel Limited Ferrous Metals	0.41%	0.51%	0.41%
TVS Motor Company Limited Automobiles	1.03%	0.40%	0.40%
InterGlobe Aviation Limited Transport Services	0.40%	0.65%	0.40%
Hindustan Unilever Limited Diversified FMCG	0.39%	0.47%	0.39%
Linde India Limited Chemicals & Petrochemicals	0.39%	0.77%	0.39%
Bharat Petroleum Corporation Limited Petroleum Products	0.36%	0.41%	0.36%
Jyoti CNC Automation Ltd Industrial Manufacturing	0.33%	0.62%	0.33%
Schaeffler India Limited Auto Components	1.04%	0.29%	0.29%
Mphasis Limited IT - Software	0.72%	0.27%	0.27%
Avenue Supermarts Limited Retailing	0.26%	0.30%	0.26%
Jubilant Foodworks Limited Leisure Services	0.50%	0.25%	0.25%
Coforge Limited IT - Software	0.74%	0.23%	0.23%
Dixon Technologies (India) Limited Consumer Durables	0.23%	0.46%	0.23%
Hyundai Motor India Ltd Automobiles	0.74%	0.22%	0.22%
Hindalco Industries Limited Non - Ferrous Metals	0.59%	0.20%	0.20%
The Federal Bank Limited Banks	1.86%	0.14%	0.14%
IndusInd Bank Limited Banks	1.26%	0.10%	0.10%
Supreme Industries Limited Industrial Products	0.89%	0.00%	0.00%

Unique to Axis Large & Mid Cap

Multi Commodity Exchange of India Limited1.84%

Unique to Axis Retirement Fund - Aggress

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

14.6% (6)

Finance

3.5% (4)

Pharmaceuticals & Biotechnology

3.1% (3)

Petroleum Products

2.9% (2)

IT - Software

2.6% (4)

Chemicals & Petrochemicals

2.4% (3)

Automobiles

2.4% (3)

Construction

2.1% (1)

Electrical Equipment

1.9% (3)

Healthcare Services

1.9% (2)

Telecom - Services

1.9% (1)

Auto Components

1.4% (3)

Retailing

1.0% (2)

Power

1.0% (1)

Consumer Durables

0.9% (2)

Realty

0.8% (1)

Insurance

0.7% (1)

Aerospace & Defense

0.6% (1)

Beverages

0.5% (1)

Ferrous Metals

0.4% (1)

Transport Services

0.4% (1)

Diversified FMCG

0.4% (1)

Industrial Manufacturing

0.3% (1)

Leisure Services

0.3% (1)

Non - Ferrous Metals

0.2% (1)

Industrial Products

0.0% (1)

More comparisons for Axis Large & Mid Cap

vs Axis Multicap66.2% · 75 stocks
vs Axis Value56.8% · 55 stocks
vs Axis ELSS Tax Saver56.7% · 57 stocks
vs EDELWEISS LARGE & MID CAP52.1% · 50 stocks
vs EDELWEISS FLEXI-CAP52.0% · 47 stocks

More comparisons for Axis Retirement Fund - Aggress

vs Axis Retirement Fund - Dynamic71.5% · 77 stocks
vs Axis Aggressive Hybrid63.7% · 69 stocks
vs Axis Children’s62.5% · 72 stocks
vs Axis Balanced Advantage56.6% · 68 stocks
vs Axis ELSS Tax Saver54.1% · 49 stocks

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.