Axis Large & Mid Cap Fund vs EDELWEISS FLEXI-CAP FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

52.0%High Overlap

47 common stocksRank #8262 / 20,000

Investor takeaway: At 52.0% 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 (47)

Stock	Wt% in Axis Large & Mid Cap	Wt% in EDELWEISS FLEXI-CAP	Overlap
HDFC Bank Limited Banks	5.46%	6.07%	5.46%
ICICI Bank Limited Banks	4.75%	4.84%	4.75%
State Bank of India Banks	2.95%	3.48%	2.95%
Reliance Industries Limited Petroleum Products	2.51%	3.46%	2.51%
Larsen & Toubro Limited Construction	2.06%	3.23%	2.06%
Bharti Airtel Limited Telecom - Services	1.86%	2.20%	1.86%
Multi Commodity Exchange of India Limited Capital Markets	1.84%	1.84%	1.84%
Mahindra & Mahindra Limited Automobiles	1.76%	1.84%	1.76%
Shriram Finance Limited Finance	2.11%	1.75%	1.75%
Fortis Healthcare Limited Healthcare Services	1.59%	1.52%	1.52%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.57%	1.49%	1.49%
Infosys Limited IT - Software	1.46%	2.16%	1.46%
Bajaj Finance Limited Finance	1.30%	1.97%	1.30%
Kotak Mahindra Bank Limited Banks	1.18%	1.52%	1.18%
Bharat Electronics Limited Aerospace & Defense	1.16%	1.15%	1.15%
TVS Motor Company Limited Automobiles	1.03%	1.07%	1.03%
UltraTech Cement Limited Cement & Cement Products	1.01%	2.12%	1.01%
Vishal Mega Mart Limited Retailing	1.00%	0.93%	0.93%
Indian Bank Banks	0.92%	0.99%	0.92%
The Phoenix Mills Limited Realty	0.87%	0.94%	0.87%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.86%	1.02%	0.86%
The Indian Hotels Company Limited Leisure Services	0.88%	0.78%	0.78%
Eternal Limited Retailing	1.30%	0.77%	0.77%
AU Small Finance Bank Limited Banks	0.73%	1.19%	0.73%
Cholamandalam Investment and Finance Company Ltd Finance	0.71%	0.74%	0.71%
UNO Minda Limited Auto Components	0.82%	0.70%	0.70%
Coforge Limited IT - Software	0.74%	0.69%	0.69%
GE Vernova T&D India Limited Electrical Equipment	1.78%	0.67%	0.67%
Titan Company Limited Consumer Durables	0.66%	1.71%	0.66%
Lupin Limited Pharmaceuticals & Biotechnology	0.72%	0.61%	0.61%
KEI Industries Limited Industrial Products	0.61%	1.18%	0.61%
CG Power and Industrial Solutions Limited Electrical Equipment	0.60%	0.60%	0.60%
Hindalco Industries Limited Non - Ferrous Metals	0.59%	0.91%	0.59%
Tech Mahindra Limited IT - Software	0.78%	0.56%	0.56%
Mahindra & Mahindra Financial Services Limited Finance	0.54%	1.02%	0.54%
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles	1.20%	0.52%	0.52%
PB Fintech Limited Financial Technology (Fintech)	0.44%	0.51%	0.44%
Maruti Suzuki India Limited Automobiles	0.41%	0.92%	0.41%
Tata Steel Limited Ferrous Metals	0.41%	2.62%	0.41%
Sundaram Finance Limited Finance	0.98%	0.40%	0.40%
Hindustan Unilever Limited Diversified FMCG	0.39%	0.99%	0.39%
BSE Limited Capital Markets	0.76%	0.37%	0.37%
Cummins India Limited Industrial Products	0.61%	0.34%	0.34%
Persistent Systems Limited IT - Software	0.28%	0.68%	0.28%
Prestige Estates Projects Limited Realty	0.41%	0.26%	0.26%
LG Electronics India Ltd Consumer Durables	0.19%	1.04%	0.19%
Dixon Technologies (India) Limited Consumer Durables	0.23%	0.08%	0.08%

Unique to Axis Large & Mid Cap

Torrent Power Limited2.42%
The Federal Bank Limited1.86%

Unique to EDELWEISS FLEXI-CAP

NTPC Ltd.3.40%

Sector Overlap Breakdown

Banks

16.0% (6)

Finance

4.7% (5)

Automobiles

3.2% (3)

IT - Software

3.0% (4)

Pharmaceuticals & Biotechnology

3.0% (3)

Petroleum Products

2.5% (1)

Capital Markets

2.2% (2)

Construction

2.1% (1)

Telecom - Services

1.9% (1)

Retailing

1.7% (2)

Healthcare Services

1.5% (1)

Electrical Equipment

1.3% (2)

Aerospace & Defense

1.1% (1)

Realty

1.1% (2)

Cement & Cement Products

1.0% (1)

Industrial Products

0.9% (2)

Consumer Durables

0.9% (3)

Leisure Services

0.8% (1)

Auto Components

0.7% (1)

Non - Ferrous Metals

0.6% (1)

Agricultural, Commercial & Construction Vehicles

0.5% (1)

Financial Technology (Fintech)

0.4% (1)

Ferrous Metals

0.4% (1)

Diversified FMCG

0.4% (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 HDFC Nifty LargeMidcap 250 Ind49.3% · 81 stocks

More comparisons for EDELWEISS FLEXI-CAP

vs EDELWEISS MULTI CAP65.6% · 74 stocks
vs EDELWEISS ELSS TAX SAVER60.3% · 57 stocks
vs CANARA ROBECO LARGE CAP55.3% · 42 stocks
vs IB11-Groww ELSS Tax Saver55.2% · 41 stocks
vs EDELWEISS LARGE CAP54.5% · 44 stocks

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