Axis Large & Mid Cap Fund vs EDELWEISS ELSS TAX SAVER FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

45.4%High Overlap
45 common stocksRank #15447 / 20,000

Investor takeaway: At 45.4% 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 EDELWEISS ELSS TAX SAVEROverlap
HDFC Bank Limited
Banks
5.46%5.05%5.05%
ICICI Bank Limited
Banks
4.75%3.21%3.21%
State Bank of India
Banks
2.95%3.05%2.95%
Reliance Industries Limited
Petroleum Products
2.51%4.91%2.51%
Larsen & Toubro Limited
Construction
2.06%3.26%2.06%
Bharti Airtel Limited
Telecom - Services
1.86%3.59%1.86%
Multi Commodity Exchange of India Limited
Capital Markets
1.84%2.38%1.84%
Mahindra & Mahindra Limited
Automobiles
1.76%1.88%1.76%
Infosys Limited
IT - Software
1.46%1.63%1.46%
Shriram Finance Limited
Finance
2.11%1.45%1.45%
Kotak Mahindra Bank Limited
Banks
1.18%1.22%1.18%
Bharat Electronics Limited
Aerospace & Defense
1.16%2.23%1.16%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
1.08%1.44%1.08%
UltraTech Cement Limited
Cement & Cement Products
1.01%1.25%1.01%
TVS Motor Company Limited
Automobiles
1.03%0.92%0.92%
The Federal Bank Limited
Banks
1.86%0.90%0.90%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.86%1.56%0.86%
Tech Mahindra Limited
IT - Software
0.78%1.04%0.78%
Ashok Leyland Limited
Agricultural, Commercial & Construction Vehicles
1.20%0.76%0.76%
Bharat Heavy Electricals Limited
Electrical Equipment
0.91%0.76%0.76%
BSE Limited
Capital Markets
0.76%2.15%0.76%
Lupin Limited
Pharmaceuticals & Biotechnology
0.72%0.92%0.72%
Cholamandalam Investment and Finance Company Ltd
Finance
0.71%1.16%0.71%
Titan Company Limited
Consumer Durables
0.66%0.93%0.66%
Indian Bank
Banks
0.92%0.65%0.65%
Coforge Limited
IT - Software
0.74%0.64%0.64%
Mphasis Limited
IT - Software
0.72%0.63%0.63%
KEI Industries Limited
Industrial Products
0.61%0.79%0.61%
Bajaj Finance Limited
Finance
1.30%0.53%0.53%
Blue Star Limited
Consumer Durables
0.99%0.49%0.49%
Torrent Power Limited
Power
2.42%0.48%0.48%
Hindalco Industries Limited
Non - Ferrous Metals
0.59%0.48%0.48%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.57%0.47%0.47%
PB Fintech Limited
Financial Technology (Fintech)
0.44%0.89%0.44%
Maruti Suzuki India Limited
Automobiles
0.41%0.85%0.41%
Tata Steel Limited
Ferrous Metals
0.41%0.75%0.41%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.60%0.39%0.39%
Hindustan Unilever Limited
Diversified FMCG
0.39%0.84%0.39%
Bharat Petroleum Corporation Limited
Petroleum Products
0.36%0.84%0.36%
Swiggy Limited
Retailing
0.47%0.34%0.34%
The Phoenix Mills Limited
Realty
0.87%0.32%0.32%
Jyoti CNC Automation Ltd
Industrial Manufacturing
0.33%0.28%0.28%
Persistent Systems Limited
IT - Software
0.28%0.88%0.28%
Dixon Technologies (India) Limited
Consumer Durables
0.23%0.20%0.20%
LG Electronics India Ltd
Consumer Durables
0.19%0.19%0.19%

Unique to Axis Large & Mid Cap

All top holdings are shared with the other fund.

Unique to EDELWEISS ELSS TAX SAVER

  • Muthoot Finance Ltd.2.17%

Sector Overlap Breakdown

Banks
13.9% (6)
IT - Software
3.8% (5)
Pharmaceuticals & Biotechnology
3.1% (4)
Automobiles
3.1% (3)
Petroleum Products
2.9% (2)
Finance
2.7% (3)
Capital Markets
2.6% (2)
Construction
2.1% (1)
Telecom - Services
1.9% (1)
Consumer Durables
1.5% (4)
Aerospace & Defense
1.2% (1)
Electrical Equipment
1.1% (2)
Cement & Cement Products
1.0% (1)
Agricultural, Commercial & Construction Vehicles
0.8% (1)
Industrial Products
0.6% (1)
Power
0.5% (1)
Non - Ferrous Metals
0.5% (1)
Financial Technology (Fintech)
0.4% (1)
Ferrous Metals
0.4% (1)
Diversified FMCG
0.4% (1)
Retailing
0.3% (1)
Realty
0.3% (1)
Industrial Manufacturing
0.3% (1)

More comparisons for Axis Large & Mid Cap

More comparisons for EDELWEISS ELSS TAX SAVER

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