Axis Midcap Fund vs EDELWEISS MID CAP FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

48.0%High Overlap

52 common stocksRank #12172 / 20,000

Investor takeaway: At 48.0% 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 Midcap	Wt% in EDELWEISS MID CAP	Overlap
Multi Commodity Exchange of India Limited Capital Markets	2.73%	2.34%	2.34%
The Federal Bank Limited Banks	3.98%	2.33%	2.33%
Fortis Healthcare Limited Healthcare Services	3.85%	2.27%	2.27%
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles	1.77%	1.71%	1.71%
UNO Minda Limited Auto Components	1.73%	1.70%	1.70%
Solar Industries India Limited Chemicals & Petrochemicals	1.57%	1.74%	1.57%
JK Cement Limited Cement & Cement Products	1.57%	1.76%	1.57%
Torrent Power Limited Power	1.51%	1.67%	1.51%
Indian Bank Banks	1.48%	2.15%	1.48%
Cummins India Limited Industrial Products	1.80%	1.47%	1.47%
IPCA Laboratories Limited Pharmaceuticals & Biotechnology	1.63%	1.46%	1.46%
GE Vernova T&D India Limited Electrical Equipment	2.39%	1.34%	1.34%
Bharat Forge Limited Auto Components	1.46%	1.32%	1.32%
KEI Industries Limited Industrial Products	1.17%	1.54%	1.17%
Vishal Mega Mart Limited Retailing	1.30%	1.16%	1.16%
The Phoenix Mills Limited Realty	1.92%	1.14%	1.14%
Persistent Systems Limited IT - Software	1.07%	1.61%	1.07%
Bharat Electronics Limited Aerospace & Defense	1.05%	1.21%	1.05%
Lupin Limited Pharmaceuticals & Biotechnology	1.05%	1.55%	1.05%
AU Small Finance Bank Limited Banks	0.98%	1.90%	0.98%
PB Fintech Limited Financial Technology (Fintech)	0.98%	1.31%	0.98%
Hindustan Petroleum Corporation Limited Petroleum Products	0.97%	1.03%	0.97%
SRF Limited Chemicals & Petrochemicals	0.97%	1.63%	0.97%
Bharti Hexacom Limited Telecom - Services	1.37%	0.88%	0.88%
Coforge Limited IT - Software	0.88%	1.54%	0.88%
Sundaram Finance Limited Finance	0.87%	1.58%	0.87%
HDFC Asset Management Company Limited Capital Markets	0.86%	1.58%	0.86%
The Indian Hotels Company Limited Leisure Services	2.26%	0.84%	0.84%
L&T Finance Limited Finance	0.84%	1.65%	0.84%
Schaeffler India Limited Auto Components	2.30%	0.82%	0.82%
TVS Motor Company Limited Automobiles	1.81%	0.82%	0.82%
Blue Star Limited Consumer Durables	1.26%	0.77%	0.77%
Cholamandalam Investment and Finance Company Ltd Finance	0.93%	0.73%	0.73%
Hitachi Energy India Limited Electrical Equipment	1.38%	0.63%	0.63%
Jubilant Foodworks Limited Leisure Services	0.59%	1.28%	0.59%
Prestige Estates Projects Limited Realty	0.58%	0.86%	0.58%
CG Power and Industrial Solutions Limited Electrical Equipment	1.02%	0.57%	0.57%
Indus Towers Limited Telecom - Services	0.56%	1.62%	0.56%
Swiggy Limited Retailing	0.73%	0.47%	0.47%
Balkrishna Industries Limited Auto Components	0.47%	0.98%	0.47%
Endurance Technologies Limited Auto Components	0.46%	1.05%	0.46%
BSE Limited Capital Markets	0.45%	1.73%	0.45%
LG Electronics India Ltd Consumer Durables	0.45%	1.04%	0.45%
Astral Limited Industrial Products	0.33%	0.31%	0.31%
Supreme Industries Limited Industrial Products	1.27%	0.30%	0.30%
ITC Hotels Limited Leisure Services	0.58%	0.30%	0.30%
Dixon Technologies (India) Limited Consumer Durables	0.29%	0.72%	0.29%
Mankind Pharma Limited Pharmaceuticals & Biotechnology	0.24%	0.69%	0.24%
Page Industries Limited Textiles & Apparels	0.23%	1.02%	0.23%
Oil India Limited Oil	0.13%	1.91%	0.13%
HDB Financial Services Limited Finance	0.06%	0.39%	0.06%
Meesho Ltd Retailing	0.08%	0.03%	0.03%

Unique to Axis Midcap

Coromandel International Limited1.87%

Unique to EDELWEISS MID CAP

Marico Ltd.2.43%
APL Apollo Tubes Ltd.2.00%
IDFC First Bank Ltd.1.97%

Sector Overlap Breakdown

Banks

4.8% (3)

Auto Components

4.8% (5)

Capital Markets

3.6% (3)

Industrial Products

3.3% (4)

Pharmaceuticals & Biotechnology

2.8% (3)

Chemicals & Petrochemicals

2.5% (2)

Electrical Equipment

2.5% (3)

Finance

2.5% (4)

Healthcare Services

2.3% (1)

IT - Software

1.9% (2)

Leisure Services

1.7% (3)

Realty

1.7% (2)

Agricultural, Commercial & Construction Vehicles

1.7% (1)

Retailing

1.7% (3)

Cement & Cement Products

1.6% (1)

Power

1.5% (1)

Consumer Durables

1.5% (3)

Telecom - Services

1.4% (2)

Aerospace & Defense

1.1% (1)

Financial Technology (Fintech)

1.0% (1)

Petroleum Products

1.0% (1)

Automobiles

0.8% (1)

Textiles & Apparels

0.2% (1)

Oil

0.1% (1)

More comparisons for Axis Midcap

vs Nippon India Growth Mid Cap45.6% · 55 stocks
vs PGIM INDIA MIDCAP45.4% · 57 stocks
vs Nippon India ETF Nifty Midcap 42.5% · 65 stocks
vs Nippon India Nifty Midcap 150 42.5% · 65 stocks
vs HDFC NIFTY MIDCAP 150 ETF42.5% · 65 stocks

More comparisons for EDELWEISS MID CAP

vs Nippon India ETF Nifty Midcap 50.5% · 61 stocks
vs Nippon India Nifty Midcap 150 50.5% · 61 stocks
vs TATA NIFTY MIDCAP 150 INDEX50.5% · 61 stocks
vs HDFC NIFTY MIDCAP 150 ETF50.4% · 61 stocks
vs ICICI Prudential Nifty Midcap 50.3% · 61 stocks

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