Axis Midcap Fund vs PGIM INDIA MIDCAP FUND

Axis vs PGIM· Portfolio Overlap Analysis

45.4%High Overlap

57 common stocksRank #15413 / 20,000

Investor takeaway: At 45.4% 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 (57)

Stock	Wt% in Axis Midcap	Wt% in PGIM INDIA MIDCAP	Overlap
Coromandel International Limited Fertilizers & Agrochemicals	1.87%	1.78%	1.78%
UNO Minda Limited Auto Components	1.73%	2.66%	1.73%
TVS Motor Company Limited Automobiles	1.81%	1.58%	1.58%
Solar Industries India Limited Chemicals & Petrochemicals	1.57%	2.19%	1.57%
JK Cement Limited Cement & Cement Products	1.57%	2.62%	1.57%
The Federal Bank Limited Banks	3.98%	1.51%	1.51%
Bharti Hexacom Limited Telecom - Services	1.37%	2.52%	1.37%
Abbott India Limited Pharmaceuticals & Biotechnology	1.35%	1.81%	1.35%
Vishal Mega Mart Limited Retailing	1.30%	2.23%	1.30%
Blue Star Limited Consumer Durables	1.26%	1.72%	1.26%
Torrent Power Limited Power	1.51%	1.22%	1.22%
Cummins India Limited Industrial Products	1.80%	1.21%	1.21%
GE Vernova T&D India Limited Electrical Equipment	2.39%	1.18%	1.18%
ICICI Lombard General Insurance Company Limited Insurance	1.15%	1.47%	1.15%
Indian Bank Banks	1.48%	1.14%	1.14%
The Phoenix Mills Limited Realty	1.92%	1.10%	1.10%
Bharat Forge Limited Auto Components	1.46%	1.08%	1.08%
Persistent Systems Limited IT - Software	1.07%	2.36%	1.07%
CG Power and Industrial Solutions Limited Electrical Equipment	1.02%	1.19%	1.02%
Bajaj Finance Limited Finance	1.01%	1.44%	1.01%
AU Small Finance Bank Limited Banks	0.98%	1.93%	0.98%
PB Fintech Limited Financial Technology (Fintech)	0.98%	1.07%	0.98%
SRF Limited Chemicals & Petrochemicals	0.97%	1.97%	0.97%
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles	1.77%	0.94%	0.94%
KEI Industries Limited Industrial Products	1.17%	0.87%	0.87%
Multi Commodity Exchange of India Limited Capital Markets	2.73%	0.82%	0.82%
Cholamandalam Financial Holdings Limited Finance	0.81%	0.79%	0.79%
Eternal Limited Retailing	0.75%	1.50%	0.75%
Schaeffler India Limited Auto Components	2.30%	0.72%	0.72%
Hitachi Energy India Limited Electrical Equipment	1.38%	0.70%	0.70%
Bharat Electronics Limited Aerospace & Defense	1.05%	0.62%	0.62%
Tube Investments of India Limited Auto Components	0.60%	1.22%	0.60%
Sundaram Finance Limited Finance	0.87%	0.59%	0.59%
Jubilant Foodworks Limited Leisure Services	0.59%	0.83%	0.59%
ICICI Bank Limited Banks	0.75%	0.58%	0.58%
Prestige Estates Projects Limited Realty	0.58%	1.89%	0.58%
ITC Hotels Limited Leisure Services	0.58%	0.76%	0.58%
Sona BLW Precision Forgings Limited Auto Components	1.14%	0.52%	0.52%
FSN E-Commerce Ventures Limited Retailing	0.52%	2.09%	0.52%
Jindal Steel Limited Ferrous Metals	1.09%	0.51%	0.51%
Endurance Technologies Limited Auto Components	0.46%	0.49%	0.46%
Hindustan Petroleum Corporation Limited Petroleum Products	0.97%	0.45%	0.45%
BSE Limited Capital Markets	0.45%	1.06%	0.45%
LG Electronics India Ltd Consumer Durables	0.45%	1.30%	0.45%
Supreme Industries Limited Industrial Products	1.27%	0.44%	0.44%
PI Industries Limited Fertilizers & Agrochemicals	1.01%	0.39%	0.39%
Trent Limited Retailing	0.71%	0.39%	0.39%
Astral Limited Industrial Products	0.33%	1.50%	0.33%
Info Edge (India) Limited Retailing	0.71%	0.32%	0.32%
Dixon Technologies (India) Limited Consumer Durables	0.29%	1.97%	0.29%
Mphasis Limited IT - Software	0.75%	0.28%	0.28%
Mankind Pharma Limited Pharmaceuticals & Biotechnology	0.24%	2.14%	0.24%
Anthem Biosciences Limited Pharmaceuticals & Biotechnology	0.14%	0.59%	0.14%
Coforge Limited IT - Software	0.88%	0.13%	0.13%
Container Corporation of India Limited Transport Services	0.13%	1.12%	0.13%
KPIT Technologies Limited IT - Software	0.10%	0.33%	0.10%
K.P.R. Mill Limited Textiles & Apparels	0.77%	0.02%	0.02%

Unique to Axis Midcap

Fortis Healthcare Limited3.85%
The Indian Hotels Company Limited2.26%

Unique to PGIM INDIA MIDCAP

Max Financial Services Ltd.2.77%
Aditya Birla Capital Ltd.2.03%

Sector Overlap Breakdown

Auto Components

5.1% (6)

Banks

4.2% (4)

Retailing

3.3% (5)

Electrical Equipment

2.9% (3)

Industrial Products

2.9% (4)

Chemicals & Petrochemicals

2.5% (2)

Finance

2.4% (3)

Fertilizers & Agrochemicals

2.2% (2)

Consumer Durables

2.0% (3)

Pharmaceuticals & Biotechnology

1.7% (3)

Realty

1.7% (2)

Automobiles

1.6% (1)

IT - Software

1.6% (4)

Cement & Cement Products

1.6% (1)

Telecom - Services

1.4% (1)

Capital Markets

1.3% (2)

Power

1.2% (1)

Leisure Services

1.2% (2)

Insurance

1.1% (1)

Financial Technology (Fintech)

1.0% (1)

Agricultural, Commercial & Construction Vehicles

0.9% (1)

Aerospace & Defense

0.6% (1)

Ferrous Metals

0.5% (1)

Petroleum Products

0.5% (1)

Transport Services

0.1% (1)

Textiles & Apparels

0.0% (1)

More comparisons for Axis Midcap

vs EDELWEISS MID CAP48.0% · 52 stocks
vs Nippon India Growth Mid Cap45.6% · 55 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 PGIM INDIA MIDCAP

vs PGIM INDIA LARGE AND MIDCAP49.6% · 50 stocks
vs EDELWEISS MID CAP46.4% · 51 stocks
vs PGIM INDIA MULTI CAP43.4% · 50 stocks

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