Axis Large & Mid Cap Fund vs EDELWEISS LARGE & MID CAP FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

52.1%High Overlap

50 common stocksRank #8140 / 20,000

Investor takeaway: At 52.1% 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 (50)

Stock	Wt% in Axis Large & Mid Cap	Wt% in EDELWEISS LARGE & MID CAP	Overlap
HDFC Bank Limited Banks	5.46%	4.73%	4.73%
State Bank of India Banks	2.95%	2.62%	2.62%
Reliance Industries Limited Petroleum Products	2.51%	2.35%	2.35%
Larsen & Toubro Limited Construction	2.06%	1.96%	1.96%
ICICI Bank Limited Banks	4.75%	1.87%	1.87%
Bharti Airtel Limited Telecom - Services	1.86%	1.92%	1.86%
The Federal Bank Limited Banks	1.86%	2.43%	1.86%
Shriram Finance Limited Finance	2.11%	1.60%	1.60%
Mahindra & Mahindra Limited Automobiles	1.76%	1.57%	1.57%
Fortis Healthcare Limited Healthcare Services	1.59%	1.51%	1.51%
Infosys Limited IT - Software	1.46%	1.56%	1.46%
Multi Commodity Exchange of India Limited Capital Markets	1.84%	1.35%	1.35%
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles	1.20%	1.80%	1.20%
Bharat Electronics Limited Aerospace & Defense	1.16%	1.48%	1.16%
Eternal Limited Retailing	1.30%	1.12%	1.12%
Indus Towers Limited Telecom - Services	1.56%	1.10%	1.10%
Solar Industries India Limited Chemicals & Petrochemicals	1.08%	1.06%	1.06%
Schaeffler India Limited Auto Components	1.04%	1.17%	1.04%
TVS Motor Company Limited Automobiles	1.03%	1.21%	1.03%
Sundaram Finance Limited Finance	0.98%	1.45%	0.98%
Indian Bank Banks	0.92%	1.91%	0.92%
Bharat Heavy Electricals Limited Electrical Equipment	0.91%	1.19%	0.91%
The Phoenix Mills Limited Realty	0.87%	1.61%	0.87%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.86%	1.04%	0.86%
HDFC Asset Management Company Limited Capital Markets	0.86%	0.99%	0.86%
UNO Minda Limited Auto Components	0.82%	1.41%	0.82%
Mankind Pharma Limited Pharmaceuticals & Biotechnology	0.98%	0.80%	0.80%
Tech Mahindra Limited IT - Software	0.78%	0.82%	0.78%
Coforge Limited IT - Software	0.74%	1.03%	0.74%
Mphasis Limited IT - Software	0.72%	1.02%	0.72%
Lupin Limited Pharmaceuticals & Biotechnology	0.72%	1.53%	0.72%
Cholamandalam Investment and Finance Company Ltd Finance	0.71%	1.28%	0.71%
UltraTech Cement Limited Cement & Cement Products	1.01%	0.66%	0.66%
Titan Company Limited Consumer Durables	0.66%	0.85%	0.66%
Cummins India Limited Industrial Products	0.61%	1.56%	0.61%
KEI Industries Limited Industrial Products	0.61%	1.09%	0.61%
CG Power and Industrial Solutions Limited Electrical Equipment	0.60%	0.93%	0.60%
Hindalco Industries Limited Non - Ferrous Metals	0.59%	0.88%	0.59%
Kotak Mahindra Bank Limited Banks	1.18%	0.57%	0.57%
Blue Star Limited Consumer Durables	0.99%	0.55%	0.55%
Mahindra & Mahindra Financial Services Limited Finance	0.54%	0.87%	0.54%
Jubilant Foodworks Limited Leisure Services	0.50%	0.58%	0.50%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.57%	0.45%	0.45%
Vishal Mega Mart Limited Retailing	1.00%	0.44%	0.44%
PB Fintech Limited Financial Technology (Fintech)	0.44%	1.05%	0.44%
Birlasoft Limited IT - Software	0.41%	0.70%	0.41%
Tata Steel Limited Ferrous Metals	0.41%	1.18%	0.41%
The Indian Hotels Company Limited Leisure Services	0.88%	0.39%	0.39%
Persistent Systems Limited IT - Software	0.28%	1.22%	0.28%
Dixon Technologies (India) Limited Consumer Durables	0.23%	0.39%	0.23%

Unique to Axis Large & Mid Cap

Torrent Power Limited2.42%

Unique to EDELWEISS LARGE & MID CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

12.6% (6)

IT - Software

4.4% (6)

Finance

3.8% (4)

Telecom - Services

3.0% (2)

Pharmaceuticals & Biotechnology

2.8% (4)

Automobiles

2.6% (2)

Petroleum Products

2.4% (1)

Capital Markets

2.2% (2)

Construction

2.0% (1)

Auto Components

1.9% (2)

Retailing

1.6% (2)

Healthcare Services

1.5% (1)

Electrical Equipment

1.5% (2)

Consumer Durables

1.4% (3)

Industrial Products

1.2% (2)

Agricultural, Commercial & Construction Vehicles

1.2% (1)

Aerospace & Defense

1.2% (1)

Chemicals & Petrochemicals

1.1% (1)

Leisure Services

0.9% (2)

Realty

0.9% (1)

Cement & Cement Products

0.7% (1)

Non - Ferrous Metals

0.6% (1)

Financial Technology (Fintech)

0.4% (1)

Ferrous Metals

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 FLEXI-CAP52.0% · 47 stocks
vs HDFC Nifty LargeMidcap 250 Ind49.3% · 81 stocks

More comparisons for EDELWEISS LARGE & MID CAP

vs EDELWEISS ELSS TAX SAVER54.5% · 58 stocks
vs EDELWEISS FLEXI-CAP53.0% · 55 stocks
vs EDELWEISS MULTI CAP52.5% · 62 stocks
vs CANARA ROBECO MULTI CAP49.6% · 48 stocks
vs Axis Multicap47.8% · 54 stocks

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