Axis Large & Mid Cap Fund vs ET

Axis vs Canara Robeco· Portfolio Overlap Analysis

44.3%High Overlap
37 common stocksRank #17118 / 20,000

Investor takeaway: At 44.3% 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 (37)

StockWt% in Axis Large & Mid CapWt% in ETOverlap
HDFC Bank Limited
Banks
5.46%7.19%5.46%
ICICI Bank Limited
Banks
4.75%6.76%4.75%
State Bank of India
Banks
2.95%3.78%2.95%
Reliance Industries Limited
Petroleum Products
2.51%3.98%2.51%
Larsen & Toubro Limited
Construction
2.06%3.42%2.06%
Bharti Airtel Limited
Telecom - Services
1.86%3.12%1.86%
GE Vernova T&D India Limited
Electrical Equipment
1.78%2.31%1.78%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.57%1.82%1.57%
Infosys Limited
IT - Software
1.46%3.22%1.46%
Bajaj Finance Limited
Finance
1.30%2.64%1.30%
Eternal Limited
Retailing
1.30%1.63%1.30%
Mahindra & Mahindra Limited
Automobiles
1.76%1.24%1.24%
Schaeffler India Limited
Auto Components
1.04%1.13%1.04%
TVS Motor Company Limited
Automobiles
1.03%1.47%1.03%
Bharat Electronics Limited
Aerospace & Defense
1.16%1.02%1.02%
UltraTech Cement Limited
Cement & Cement Products
1.01%1.76%1.01%
The Phoenix Mills Limited
Realty
0.87%0.90%0.87%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.86%1.18%0.86%
UNO Minda Limited
Auto Components
0.82%0.97%0.82%
BSE Limited
Capital Markets
0.76%1.35%0.76%
Cholamandalam Investment and Finance Company Ltd
Finance
0.71%0.75%0.71%
Solar Industries India Limited
Chemicals & Petrochemicals
1.08%0.70%0.70%
Tech Mahindra Limited
IT - Software
0.78%0.70%0.70%
HDFC Life Insurance Company Limited
Insurance
0.68%0.85%0.68%
Titan Company Limited
Consumer Durables
0.66%1.14%0.66%
Vishal Mega Mart Limited
Retailing
1.00%0.62%0.62%
Cummins India Limited
Industrial Products
0.61%1.09%0.61%
KEI Industries Limited
Industrial Products
0.61%1.28%0.61%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.60%1.35%0.60%
Jubilant Foodworks Limited
Leisure Services
0.50%0.50%0.50%
Varun Beverages Limited
Beverages
0.48%1.09%0.48%
Maruti Suzuki India Limited
Automobiles
0.41%1.10%0.41%
InterGlobe Aviation Limited
Transport Services
0.40%1.44%0.40%
Linde India Limited
Chemicals & Petrochemicals
0.39%0.77%0.39%
The Indian Hotels Company Limited
Leisure Services
0.88%0.27%0.27%
FSN E-Commerce Ventures Limited
Retailing
0.27%0.86%0.27%
Godrej Consumer Products Limited
Personal Products
0.03%0.94%0.03%

Unique to Axis Large & Mid Cap

  • Torrent Power Limited2.42%
  • Shriram Finance Limited2.11%
  • The Federal Bank Limited1.86%
  • Multi Commodity Exchange of India Limited1.84%

Unique to ET

  • Axis Bank Ltd2.76%

Sector Overlap Breakdown

Banks
13.2% (3)
Automobiles
2.7% (3)
Petroleum Products
2.5% (1)
Pharmaceuticals & Biotechnology
2.4% (2)
Electrical Equipment
2.4% (2)
Retailing
2.2% (3)
IT - Software
2.2% (2)
Construction
2.1% (1)
Finance
2.0% (2)
Telecom - Services
1.9% (1)
Auto Components
1.9% (2)
Industrial Products
1.2% (2)
Chemicals & Petrochemicals
1.1% (2)
Aerospace & Defense
1.0% (1)
Cement & Cement Products
1.0% (1)
Realty
0.9% (1)
Leisure Services
0.8% (2)
Capital Markets
0.8% (1)
Insurance
0.7% (1)
Consumer Durables
0.7% (1)
Beverages
0.5% (1)
Transport Services
0.4% (1)
Personal Products
0.0% (1)

More comparisons for Axis Large & Mid Cap

More comparisons for ET

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