Axis Large & Mid Cap Fund vs PGIM INDIA LARGE CAP FUND

Axis vs PGIM· Portfolio Overlap Analysis

44.1%High Overlap
37 common stocksRank #17322 / 20,000

Investor takeaway: At 44.1% 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 (37)

StockWt% in Axis Large & Mid CapWt% in PGIM INDIA LARGE CAPOverlap
HDFC Bank Limited
Banks
5.46%8.93%5.46%
ICICI Bank Limited
Banks
4.75%7.94%4.75%
State Bank of India
Banks
2.95%2.91%2.91%
Reliance Industries Limited
Petroleum Products
2.51%6.64%2.51%
Larsen & Toubro Limited
Construction
2.06%4.44%2.06%
Bharti Airtel Limited
Telecom - Services
1.86%4.72%1.86%
Mahindra & Mahindra Limited
Automobiles
1.76%1.67%1.67%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.57%1.85%1.57%
Infosys Limited
IT - Software
1.46%1.68%1.46%
Bajaj Finance Limited
Finance
1.30%2.94%1.30%
Eternal Limited
Retailing
1.30%2.26%1.30%
Kotak Mahindra Bank Limited
Banks
1.18%2.94%1.18%
Ashok Leyland Limited
Agricultural, Commercial & Construction Vehicles
1.20%1.07%1.07%
TVS Motor Company Limited
Automobiles
1.03%2.13%1.03%
UltraTech Cement Limited
Cement & Cement Products
1.01%2.04%1.01%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
0.98%1.35%0.98%
Vishal Mega Mart Limited
Retailing
1.00%0.96%0.96%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.86%0.91%0.86%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
1.08%0.80%0.80%
Tech Mahindra Limited
IT - Software
0.78%1.21%0.78%
Bharat Electronics Limited
Aerospace & Defense
1.16%0.77%0.77%
Solar Industries India Limited
Chemicals & Petrochemicals
1.08%0.76%0.76%
HDFC Life Insurance Company Limited
Insurance
0.68%0.74%0.68%
Titan Company Limited
Consumer Durables
0.66%2.30%0.66%
Cummins India Limited
Industrial Products
0.61%1.24%0.61%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.60%1.29%0.60%
Hindalco Industries Limited
Non - Ferrous Metals
0.59%0.65%0.59%
Shriram Finance Limited
Finance
2.11%0.56%0.56%
Cholamandalam Investment and Finance Company Ltd
Finance
0.71%0.54%0.54%
Varun Beverages Limited
Beverages
0.48%2.11%0.48%
PB Fintech Limited
Financial Technology (Fintech)
0.44%1.06%0.44%
Tata Capital Limited
Finance
0.42%1.20%0.42%
Maruti Suzuki India Limited
Automobiles
0.41%1.86%0.41%
Prestige Estates Projects Limited
Realty
0.41%0.98%0.41%
Persistent Systems Limited
IT - Software
0.28%1.31%0.28%
Dixon Technologies (India) Limited
Consumer Durables
0.23%0.68%0.23%
LG Electronics India Ltd
Consumer Durables
0.19%0.85%0.19%

Unique to Axis Large & Mid Cap

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

Unique to PGIM INDIA LARGE CAP

  • Tata Consultancy Services Ltd.2.56%

Sector Overlap Breakdown

Banks
14.3% (4)
Pharmaceuticals & Biotechnology
4.2% (4)
Automobiles
3.1% (3)
Finance
2.8% (4)
IT - Software
2.5% (3)
Petroleum Products
2.5% (1)
Retailing
2.3% (2)
Construction
2.1% (1)
Telecom - Services
1.9% (1)
Consumer Durables
1.1% (3)
Agricultural, Commercial & Construction Vehicles
1.1% (1)
Cement & Cement Products
1.0% (1)
Aerospace & Defense
0.8% (1)
Chemicals & Petrochemicals
0.8% (1)
Insurance
0.7% (1)
Industrial Products
0.6% (1)
Electrical Equipment
0.6% (1)
Non - Ferrous Metals
0.6% (1)
Beverages
0.5% (1)
Financial Technology (Fintech)
0.4% (1)
Realty
0.4% (1)

More comparisons for Axis Large & Mid Cap

More comparisons for PGIM INDIA LARGE CAP

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