Axis Large & Mid Cap Fund vs CANARA ROBECO MULTI CAP FUND

Axis vs Canara Robeco· Portfolio Overlap Analysis

46.4%High Overlap
45 common stocksRank #14045 / 20,000

Investor takeaway: At 46.4% 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 (45)

StockWt% in Axis Large & Mid CapWt% in CANARA ROBECO MULTI CAPOverlap
HDFC Bank Limited
Banks
5.46%4.92%4.92%
ICICI Bank Limited
Banks
4.75%3.80%3.80%
Larsen & Toubro Limited
Construction
2.06%2.03%2.03%
Reliance Industries Limited
Petroleum Products
2.51%1.99%1.99%
State Bank of India
Banks
2.95%1.95%1.95%
Bharti Airtel Limited
Telecom - Services
1.86%1.97%1.86%
GE Vernova T&D India Limited
Electrical Equipment
1.78%1.55%1.55%
Mahindra & Mahindra Limited
Automobiles
1.76%1.52%1.52%
Infosys Limited
IT - Software
1.46%2.15%1.46%
The Federal Bank Limited
Banks
1.86%1.40%1.40%
Eternal Limited
Retailing
1.30%1.67%1.30%
Shriram Finance Limited
Finance
2.11%1.26%1.26%
Bajaj Finance Limited
Finance
1.30%1.22%1.22%
Bharat Electronics Limited
Aerospace & Defense
1.16%1.32%1.16%
TVS Motor Company Limited
Automobiles
1.03%1.32%1.03%
Multi Commodity Exchange of India Limited
Capital Markets
1.84%1.00%1.00%
Vishal Mega Mart Limited
Retailing
1.00%1.05%1.00%
Kotak Mahindra Bank Limited
Banks
1.18%0.97%0.97%
Indian Bank
Banks
0.92%0.86%0.86%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.86%1.13%0.86%
HDFC Asset Management Company Limited
Capital Markets
0.86%0.87%0.86%
UNO Minda Limited
Auto Components
0.82%1.20%0.82%
The Indian Hotels Company Limited
Leisure Services
0.88%0.81%0.81%
Tech Mahindra Limited
IT - Software
0.78%0.99%0.78%
Solar Industries India Limited
Chemicals & Petrochemicals
1.08%0.73%0.73%
Mphasis Limited
IT - Software
0.72%0.79%0.72%
Cholamandalam Investment and Finance Company Ltd
Finance
0.71%0.77%0.71%
BSE Limited
Capital Markets
0.76%0.62%0.62%
Cummins India Limited
Industrial Products
0.61%1.03%0.61%
KEI Industries Limited
Industrial Products
0.61%1.41%0.61%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.60%0.87%0.60%
Coforge Limited
IT - Software
0.74%0.58%0.58%
Schaeffler India Limited
Auto Components
1.04%0.57%0.57%
Bharat Heavy Electricals Limited
Electrical Equipment
0.91%0.52%0.52%
Jubilant Foodworks Limited
Leisure Services
0.50%1.27%0.50%
Varun Beverages Limited
Beverages
0.48%1.10%0.48%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
0.98%0.46%0.46%
PB Fintech Limited
Financial Technology (Fintech)
0.44%1.07%0.44%
Blue Star Limited
Consumer Durables
0.99%0.36%0.36%
Lenskart Solutions Limited
Retailing
0.34%0.55%0.34%
Persistent Systems Limited
IT - Software
0.28%0.46%0.28%
FSN E-Commerce Ventures Limited
Retailing
0.27%0.93%0.27%
Torrent Power Limited
Power
2.42%0.23%0.23%
Dixon Technologies (India) Limited
Consumer Durables
0.23%0.65%0.23%
Supreme Industries Limited
Industrial Products
0.89%0.12%0.12%

Unique to Axis Large & Mid Cap

All top holdings are shared with the other fund.

Unique to CANARA ROBECO MULTI CAP

  • Ajanta Pharma Ltd1.90%

Sector Overlap Breakdown

Banks
13.9% (6)
IT - Software
3.8% (5)
Finance
3.2% (3)
Retailing
2.9% (4)
Electrical Equipment
2.7% (3)
Automobiles
2.5% (2)
Capital Markets
2.5% (3)
Construction
2.0% (1)
Petroleum Products
2.0% (1)
Telecom - Services
1.9% (1)
Auto Components
1.4% (2)
Industrial Products
1.3% (3)
Pharmaceuticals & Biotechnology
1.3% (2)
Leisure Services
1.3% (2)
Aerospace & Defense
1.2% (1)
Chemicals & Petrochemicals
0.7% (1)
Consumer Durables
0.6% (2)
Beverages
0.5% (1)
Financial Technology (Fintech)
0.4% (1)
Power
0.2% (1)

More comparisons for Axis Large & Mid Cap

More comparisons for CANARA ROBECO MULTI CAP

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