Axis Large & Mid Cap Fund vs Nippon India Vision Large & Mid Cap Fund

Axis vs Nippon· Portfolio Overlap Analysis

42.5%High Overlap

52 common stocksRank #19672 / 20,000

Investor takeaway: At 42.5% 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 (52)

Stock	Wt% in Axis Large & Mid Cap	Wt% in Nippon India Vision Large & Mi	Overlap
ICICI Bank Limited Banks	4.75%	4.55%	4.55%
HDFC Bank Limited Banks	5.46%	3.25%	3.25%
State Bank of India Banks	2.95%	2.60%	2.60%
Reliance Industries Limited Petroleum Products	2.51%	4.00%	2.51%
Mahindra & Mahindra Limited Automobiles	1.76%	1.47%	1.47%
The Federal Bank Limited Banks	1.86%	1.45%	1.45%
Bajaj Finance Limited Finance	1.30%	1.28%	1.28%
Infosys Limited IT - Software	1.46%	1.15%	1.15%
Fortis Healthcare Limited Healthcare Services	1.59%	1.10%	1.10%
Shriram Finance Limited Finance	2.11%	1.09%	1.09%
Larsen & Toubro Limited Construction	2.06%	1.04%	1.04%
TVS Motor Company Limited Automobiles	1.03%	2.20%	1.03%
UltraTech Cement Limited Cement & Cement Products	1.01%	1.64%	1.01%
Blue Star Limited Consumer Durables	0.99%	2.08%	0.99%
Bharat Heavy Electricals Limited Electrical Equipment	0.91%	1.94%	0.91%
Eternal Limited Retailing	1.30%	0.88%	0.88%
The Indian Hotels Company Limited Leisure Services	0.88%	1.81%	0.88%
UNO Minda Limited Auto Components	0.82%	0.82%	0.82%
BSE Limited Capital Markets	0.76%	1.73%	0.76%
AU Small Finance Bank Limited Banks	0.73%	1.25%	0.73%
Vishal Mega Mart Limited Retailing	1.00%	0.72%	0.72%
Cholamandalam Investment and Finance Company Ltd Finance	0.71%	1.86%	0.71%
GE Vernova T&D India Limited Electrical Equipment	1.78%	0.69%	0.69%
Titan Company Limited Consumer Durables	0.66%	1.44%	0.66%
Coforge Limited IT - Software	0.74%	0.61%	0.61%
Apollo Hospitals Enterprise Limited Healthcare Services	0.61%	1.24%	0.61%
Cummins India Limited Industrial Products	0.61%	0.63%	0.61%
KEI Industries Limited Industrial Products	0.61%	1.46%	0.61%
CG Power and Industrial Solutions Limited Electrical Equipment	0.60%	1.04%	0.60%
IndusInd Bank Limited Banks	1.26%	0.55%	0.55%
Bharti Airtel Limited Telecom - Services	1.86%	0.54%	0.54%
Varun Beverages Limited Beverages	0.48%	1.30%	0.48%
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles	1.20%	0.47%	0.47%
Jubilant Foodworks Limited Leisure Services	0.50%	0.47%	0.47%
Hyundai Motor India Ltd Automobiles	0.74%	0.42%	0.42%
Maruti Suzuki India Limited Automobiles	0.41%	1.28%	0.41%
InterGlobe Aviation Limited Transport Services	0.40%	1.53%	0.40%
PB Fintech Limited Financial Technology (Fintech)	0.44%	0.34%	0.34%
Hindustan Unilever Limited Diversified FMCG	0.39%	0.34%	0.34%
Multi Commodity Exchange of India Limited Capital Markets	1.84%	0.31%	0.31%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.57%	0.28%	0.28%
Persistent Systems Limited IT - Software	0.28%	0.82%	0.28%
Bharat Electronics Limited Aerospace & Defense	1.16%	0.27%	0.27%
FSN E-Commerce Ventures Limited Retailing	0.27%	1.91%	0.27%
HDFC Asset Management Company Limited Capital Markets	0.86%	0.23%	0.23%
Dixon Technologies (India) Limited Consumer Durables	0.23%	0.91%	0.23%
LG Electronics India Ltd Consumer Durables	0.19%	0.52%	0.19%
Coromandel International Limited Fertilizers & Agrochemicals	0.56%	0.17%	0.17%
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology	1.08%	0.16%	0.16%
Mphasis Limited IT - Software	0.72%	0.16%	0.16%
Bharat Petroleum Corporation Limited Petroleum Products	0.36%	0.14%	0.14%
Godrej Consumer Products Limited Personal Products	0.03%	0.79%	0.03%

Unique to Axis Large & Mid Cap

Torrent Power Limited2.42%

Unique to Nippon India Vision Large & Mi

Jindal Steel Limited3.04%
Axis Bank Limited2.98%
Vedanta Limited2.58%
NTPC Limited2.08%

Sector Overlap Breakdown

Banks

13.1% (6)

Automobiles

3.3% (4)

Finance

3.1% (3)

Petroleum Products

2.6% (2)

IT - Software

2.2% (4)

Electrical Equipment

2.2% (3)

Consumer Durables

2.1% (4)

Retailing

1.9% (3)

Healthcare Services

1.7% (2)

Leisure Services

1.4% (2)

Capital Markets

1.3% (3)

Industrial Products

1.2% (2)

Construction

1.0% (1)

Cement & Cement Products

1.0% (1)

Auto Components

0.8% (1)

Telecom - Services

0.5% (1)

Beverages

0.5% (1)

Agricultural, Commercial & Construction Vehicles

0.5% (1)

Pharmaceuticals & Biotechnology

0.4% (2)

Transport Services

0.4% (1)

Financial Technology (Fintech)

0.3% (1)

Diversified FMCG

0.3% (1)

Aerospace & Defense

0.3% (1)

Fertilizers & Agrochemicals

0.2% (1)

Personal Products

0.0% (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 Nippon India Vision Large & Mi

vs EDELWEISS FLEXI-CAP50.1% · 54 stocks
vs CANARA ROBECO FLEXICAP50.0% · 46 stocks
vs Nippon India Flexi Cap48.9% · 44 stocks
vs ET48.8% · 42 stocks
vs NIPPON INDIA RETIREMENT FUND -47.6% · 38 stocks

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