Axis Large & Mid Cap Fund vs EDELWEISS MULTI CAP FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

46.3%High Overlap

50 common stocksRank #14178 / 20,000

Investor takeaway: At 46.3% 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 MULTI CAP	Overlap
HDFC Bank Limited Banks	5.46%	4.45%	4.45%
ICICI Bank Limited Banks	4.75%	2.51%	2.51%
Larsen & Toubro Limited Construction	2.06%	2.45%	2.06%
Reliance Industries Limited Petroleum Products	2.51%	1.90%	1.90%
Multi Commodity Exchange of India Limited Capital Markets	1.84%	2.52%	1.84%
State Bank of India Banks	2.95%	1.80%	1.80%
Shriram Finance Limited Finance	2.11%	1.77%	1.77%
Bharti Airtel Limited Telecom - Services	1.86%	1.50%	1.50%
Infosys Limited IT - Software	1.46%	1.53%	1.46%
Mahindra & Mahindra Limited Automobiles	1.76%	1.34%	1.34%
Bajaj Finance Limited Finance	1.30%	1.28%	1.28%
The Federal Bank Limited Banks	1.86%	1.16%	1.16%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.57%	1.14%	1.14%
Solar Industries India Limited Chemicals & Petrochemicals	1.08%	1.11%	1.08%
Kotak Mahindra Bank Limited Banks	1.18%	1.07%	1.07%
Bharat Electronics Limited Aerospace & Defense	1.16%	1.05%	1.05%
Sundaram Finance Limited Finance	0.98%	1.05%	0.98%
Indian Bank Banks	0.92%	1.33%	0.92%
Fortis Healthcare Limited Healthcare Services	1.59%	0.88%	0.88%
TVS Motor Company Limited Automobiles	1.03%	0.78%	0.78%
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles	1.20%	0.76%	0.76%
BSE Limited Capital Markets	0.76%	0.77%	0.76%
UltraTech Cement Limited Cement & Cement Products	1.01%	0.75%	0.75%
Coforge Limited IT - Software	0.74%	0.85%	0.74%
HDFC Asset Management Company Limited Capital Markets	0.86%	0.72%	0.72%
Lupin Limited Pharmaceuticals & Biotechnology	0.72%	0.87%	0.72%
Vishal Mega Mart Limited Retailing	1.00%	0.70%	0.70%
Tech Mahindra Limited IT - Software	0.78%	0.68%	0.68%
Titan Company Limited Consumer Durables	0.66%	1.37%	0.66%
The Indian Hotels Company Limited Leisure Services	0.88%	0.64%	0.64%
The Phoenix Mills Limited Realty	0.87%	0.63%	0.63%
GE Vernova T&D India Limited Electrical Equipment	1.78%	0.62%	0.62%
KEI Industries Limited Industrial Products	0.61%	1.17%	0.61%
CG Power and Industrial Solutions Limited Electrical Equipment	0.60%	0.83%	0.60%
Hindalco Industries Limited Non - Ferrous Metals	0.59%	0.77%	0.59%
Cholamandalam Investment and Finance Company Ltd Finance	0.71%	0.51%	0.51%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.86%	0.47%	0.47%
Eternal Limited Retailing	1.30%	0.44%	0.44%
Tata Capital Limited Finance	0.42%	0.49%	0.42%
Maruti Suzuki India Limited Automobiles	0.41%	0.96%	0.41%
Tata Steel Limited Ferrous Metals	0.41%	2.34%	0.41%
Hindustan Unilever Limited Diversified FMCG	0.39%	0.62%	0.39%
Mankind Pharma Limited Pharmaceuticals & Biotechnology	0.98%	0.33%	0.33%
PB Fintech Limited Financial Technology (Fintech)	0.44%	0.33%	0.33%
Swiggy Limited Retailing	0.47%	0.32%	0.32%
AU Small Finance Bank Limited Banks	0.73%	0.29%	0.29%
Mahindra & Mahindra Financial Services Limited Finance	0.54%	0.28%	0.28%
Persistent Systems Limited IT - Software	0.28%	0.45%	0.28%
LG Electronics India Ltd Consumer Durables	0.19%	0.73%	0.19%
Dixon Technologies (India) Limited Consumer Durables	0.23%	0.09%	0.09%

Unique to Axis Large & Mid Cap

Torrent Power Limited2.42%

Unique to EDELWEISS MULTI CAP

NTPC Ltd.2.64%
Navin Fluorine International Ltd.2.19%
Karur Vysya Bank Ltd.2.03%
Radico Khaitan Ltd.1.85%

Sector Overlap Breakdown

Banks

12.2% (7)

Finance

5.2% (6)

Capital Markets

3.3% (3)

IT - Software

3.2% (4)

Pharmaceuticals & Biotechnology

2.7% (4)

Automobiles

2.5% (3)

Construction

2.1% (1)

Petroleum Products

1.9% (1)

Telecom - Services

1.5% (1)

Retailing

1.5% (3)

Electrical Equipment

1.2% (2)

Chemicals & Petrochemicals

1.1% (1)

Aerospace & Defense

1.1% (1)

Consumer Durables

0.9% (3)

Healthcare Services

0.9% (1)

Agricultural, Commercial & Construction Vehicles

0.8% (1)

Cement & Cement Products

0.8% (1)

Leisure Services

0.6% (1)

Realty

0.6% (1)

Industrial Products

0.6% (1)

Non - Ferrous Metals

0.6% (1)

Ferrous Metals

0.4% (1)

Diversified FMCG

0.4% (1)

Financial Technology (Fintech)

0.3% (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 EDELWEISS FLEXI-CAP52.0% · 47 stocks

More comparisons for EDELWEISS MULTI CAP

vs EDELWEISS FLEXI-CAP65.6% · 74 stocks
vs EDELWEISS ELSS TAX SAVER57.6% · 67 stocks
vs EDELWEISS LARGE & MID CAP52.5% · 62 stocks
vs Axis Multicap48.9% · 61 stocks
vs EDELWEISS NIFTY LARGEMIDCAP 2544.8% · 72 stocks

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