Axis Momentum Fund vs Axis Quant Fund
Axis vs Axis· Portfolio Overlap Analysis
43.0%High Overlap
17 common stocksRank #18843 / 20,000
Investor takeaway: At 43.0% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (17)
| Stock | Wt% in Axis Momentum | Wt% in Axis Quant | Overlap |
|---|---|---|---|
Bharti Airtel Limited Telecom - Services | 6.39% | 6.47% | 6.39% |
HDFC Bank Limited Banks | 7.04% | 4.40% | 4.40% |
Maruti Suzuki India Limited Automobiles | 3.95% | 3.77% | 3.77% |
Hero MotoCorp Limited Automobiles | 3.61% | 3.50% | 3.50% |
Aditya Birla Capital Limited Finance | 3.59% | 3.25% | 3.25% |
Asian Paints Limited Consumer Durables | 3.26% | 3.05% | 3.05% |
Cummins India Limited Industrial Products | 2.87% | 3.42% | 2.87% |
Eicher Motors Limited Automobiles | 2.74% | 4.01% | 2.74% |
Bharat Petroleum Corporation Limited Petroleum Products | 2.52% | 4.09% | 2.52% |
TVS Motor Company Limited Automobiles | 2.51% | 3.73% | 2.51% |
Muthoot Finance Limited Finance | 2.43% | 3.19% | 2.43% |
Hindustan Petroleum Corporation Limited Petroleum Products | 2.16% | 1.67% | 1.67% |
GE Vernova T&D India Limited Electrical Equipment | 1.06% | 2.53% | 1.06% |
Canara Bank Banks | 0.92% | 3.34% | 0.92% |
Indian Bank Banks | 0.79% | 2.07% | 0.79% |
Bajaj Finance Limited Finance | 3.95% | 0.60% | 0.60% |
UPL Limited Fertilizers & Agrochemicals | 1.45% | 0.50% | 0.50% |
Unique to Axis Momentum
- Bharat Electronics Limited4.77%
- Laurus Labs Limited4.44%
- Multi Commodity Exchange of India Limited4.13%
- RBL Bank Limited3.85%
Unique to Axis Quant
- State Bank of India6.61%
- Axis Bank Limited5.35%
- Bank of Baroda3.50%
Sector Overlap Breakdown
Automobiles12.5% (4)
Telecom - Services6.4% (1)
Finance6.3% (3)
Banks6.1% (3)
Petroleum Products4.2% (2)
Consumer Durables3.0% (1)
Industrial Products2.9% (1)
Electrical Equipment1.1% (1)
Fertilizers & Agrochemicals0.5% (1)
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More comparisons for Axis Quant
- vs Baroda BNP Paribas Nifty200 Mo43.8% · 15 stocks
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- vs HDFC NIFTY200 MOMENTUM 30 ETF43.5% · 15 stocks
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- vs Kotak Nifty 200 Momentum 30 In43.5% · 15 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.