Axis Momentum Fund vs Axis Nifty500 Momentum 50 Index Fund
Axis vs Axis· Portfolio Overlap Analysis
51.2%High Overlap
25 common stocksRank #8951 / 20,000
Investor takeaway: At 51.2% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (25)
| Stock | Wt% in Axis Momentum | Wt% in Axis Nifty500 Momentum 50 Inde | Overlap |
|---|---|---|---|
Bharti Airtel Limited Telecom - Services | 6.39% | 4.44% | 4.44% |
Bajaj Finance Limited Finance | 3.95% | 4.95% | 3.95% |
Maruti Suzuki India Limited Automobiles | 3.95% | 4.45% | 3.95% |
Hero MotoCorp Limited Automobiles | 3.61% | 3.36% | 3.36% |
Asian Paints Limited Consumer Durables | 3.26% | 4.05% | 3.26% |
Multi Commodity Exchange of India Limited Capital Markets | 4.13% | 2.76% | 2.76% |
Eicher Motors Limited Automobiles | 2.74% | 5.36% | 2.74% |
Cummins India Limited Industrial Products | 2.87% | 2.55% | 2.55% |
TVS Motor Company Limited Automobiles | 2.51% | 3.75% | 2.51% |
Laurus Labs Limited Pharmaceuticals & Biotechnology | 4.44% | 2.43% | 2.43% |
Muthoot Finance Limited Finance | 2.43% | 2.43% | 2.43% |
L&T Finance Limited Finance | 3.22% | 1.89% | 1.89% |
One 97 Communications Limited Financial Technology (Fintech) | 3.16% | 1.75% | 1.75% |
AU Small Finance Bank Limited Banks | 1.68% | 2.51% | 1.68% |
Aditya Birla Capital Limited Finance | 3.59% | 1.60% | 1.60% |
FSN E-Commerce Ventures Limited Retailing | 3.51% | 1.60% | 1.60% |
GMR Airports Limited Transport Infrastructure | 3.39% | 1.35% | 1.35% |
UPL Limited Fertilizers & Agrochemicals | 1.45% | 1.28% | 1.28% |
GE Vernova T&D India Limited Electrical Equipment | 1.06% | 1.68% | 1.06% |
RBL Bank Limited Banks | 3.85% | 1.02% | 1.02% |
Navin Fluorine International Limited Chemicals & Petrochemicals | 2.89% | 1.02% | 1.02% |
Canara Bank Banks | 0.92% | 2.22% | 0.92% |
Indian Bank Banks | 0.79% | 1.65% | 0.79% |
Radico Khaitan Limited Beverages | 2.10% | 0.65% | 0.65% |
Syrma SGS Technology Limited Industrial Manufacturing | 3.46% | 0.21% | 0.21% |
Unique to Axis Momentum
- HDFC Bank Limited7.04%
- Bharat Electronics Limited4.77%
Unique to Axis Nifty500 Momentum 50 Inde
- Shriram Finance Limited5.43%
- Mahindra & Mahindra Limited4.66%
- Hindalco Industries Limited4.58%
Sector Overlap Breakdown
Automobiles12.6% (4)
Finance9.9% (4)
Telecom - Services4.4% (1)
Banks4.4% (4)
Consumer Durables3.3% (1)
Capital Markets2.8% (1)
Industrial Products2.5% (1)
Pharmaceuticals & Biotechnology2.4% (1)
Financial Technology (Fintech)1.8% (1)
Retailing1.6% (1)
Transport Infrastructure1.4% (1)
Fertilizers & Agrochemicals1.3% (1)
Electrical Equipment1.1% (1)
Chemicals & Petrochemicals1.0% (1)
Beverages0.7% (1)
Industrial Manufacturing0.2% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.