Axis Large & Mid Cap Fund vs CANARA ROBECO FLEXICAP FUND

Axis vs Canara Robeco· Portfolio Overlap Analysis

46.9%High Overlap
42 common stocksRank #13391 / 20,000

Investor takeaway: At 46.9% 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 (42)

StockWt% in Axis Large & Mid CapWt% in CANARA ROBECO FLEXICAPOverlap
HDFC Bank Limited
Banks
5.46%7.60%5.46%
ICICI Bank Limited
Banks
4.75%6.59%4.75%
State Bank of India
Banks
2.95%3.50%2.95%
Reliance Industries Limited
Petroleum Products
2.51%3.85%2.51%
Larsen & Toubro Limited
Construction
2.06%3.35%2.06%
Bharti Airtel Limited
Telecom - Services
1.86%3.31%1.86%
GE Vernova T&D India Limited
Electrical Equipment
1.78%1.79%1.78%
Mahindra & Mahindra Limited
Automobiles
1.76%2.67%1.76%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.57%1.48%1.48%
Infosys Limited
IT - Software
1.46%2.93%1.46%
Bajaj Finance Limited
Finance
1.30%2.57%1.30%
Eternal Limited
Retailing
1.30%1.87%1.30%
Bharat Electronics Limited
Aerospace & Defense
1.16%1.67%1.16%
Multi Commodity Exchange of India Limited
Capital Markets
1.84%1.12%1.12%
TVS Motor Company Limited
Automobiles
1.03%1.92%1.03%
UltraTech Cement Limited
Cement & Cement Products
1.01%1.21%1.01%
Vishal Mega Mart Limited
Retailing
1.00%1.25%1.00%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
0.98%0.95%0.95%
The Indian Hotels Company Limited
Leisure Services
0.88%1.29%0.88%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.86%1.60%0.86%
HDFC Asset Management Company Limited
Capital Markets
0.86%0.98%0.86%
UNO Minda Limited
Auto Components
0.82%1.46%0.82%
Tech Mahindra Limited
IT - Software
0.78%1.21%0.78%
Solar Industries India Limited
Chemicals & Petrochemicals
1.08%0.77%0.77%
Cholamandalam Investment and Finance Company Ltd
Finance
0.71%1.16%0.71%
Titan Company Limited
Consumer Durables
0.66%1.48%0.66%
Cummins India Limited
Industrial Products
0.61%1.02%0.61%
KEI Industries Limited
Industrial Products
0.61%1.49%0.61%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.60%1.14%0.60%
Varun Beverages Limited
Beverages
0.48%1.45%0.48%
PB Fintech Limited
Financial Technology (Fintech)
0.44%1.03%0.44%
Coforge Limited
IT - Software
0.74%0.43%0.43%
Maruti Suzuki India Limited
Automobiles
0.41%1.35%0.41%
InterGlobe Aviation Limited
Transport Services
0.40%1.24%0.40%
Hindustan Unilever Limited
Diversified FMCG
0.39%0.59%0.39%
Kotak Mahindra Bank Limited
Banks
1.18%0.31%0.31%
FSN E-Commerce Ventures Limited
Retailing
0.27%0.96%0.27%
Linde India Limited
Chemicals & Petrochemicals
0.39%0.24%0.24%
Dixon Technologies (India) Limited
Consumer Durables
0.23%0.55%0.23%
Persistent Systems Limited
IT - Software
0.28%0.16%0.16%
Godrej Consumer Products Limited
Personal Products
0.03%0.76%0.03%
Hindalco Industries Limited
Non - Ferrous Metals
0.59%0.01%0.01%

Unique to Axis Large & Mid Cap

  • Torrent Power Limited2.42%
  • Shriram Finance Limited2.11%
  • The Federal Bank Limited1.86%

Unique to CANARA ROBECO FLEXICAP

  • Axis Bank Ltd2.29%

Sector Overlap Breakdown

Banks
13.5% (4)
Pharmaceuticals & Biotechnology
3.3% (3)
Automobiles
3.2% (3)
IT - Software
2.8% (4)
Retailing
2.6% (3)
Petroleum Products
2.5% (1)
Electrical Equipment
2.4% (2)
Construction
2.1% (1)
Finance
2.0% (2)
Capital Markets
2.0% (2)
Telecom - Services
1.9% (1)
Industrial Products
1.2% (2)
Aerospace & Defense
1.2% (1)
Cement & Cement Products
1.0% (1)
Chemicals & Petrochemicals
1.0% (2)
Consumer Durables
0.9% (2)
Leisure Services
0.9% (1)
Auto Components
0.8% (1)
Beverages
0.5% (1)
Financial Technology (Fintech)
0.4% (1)
Transport Services
0.4% (1)
Diversified FMCG
0.4% (1)
Personal Products
0.0% (1)
Non - Ferrous Metals
0.0% (1)

More comparisons for Axis Large & Mid Cap

More comparisons for CANARA ROBECO FLEXICAP

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