Axis Multi Asset Allocation Fund vs Axis Nifty 100 Index Fund
Axis vs Axis· Portfolio Overlap Analysis
44.3%High Overlap
34 common stocksRank #17090 / 20,000
Investor takeaway: At 44.3% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (34)
| Stock | Wt% in Axis Multi Asset Allocation | Wt% in Axis Nifty 100 Index | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.79% | 9.85% | 7.79% |
ICICI Bank Limited Banks | 5.04% | 7.14% | 5.04% |
State Bank of India Banks | 3.96% | 3.62% | 3.62% |
Reliance Industries Limited Petroleum Products | 3.28% | 6.82% | 3.28% |
Infosys Limited IT - Software | 2.00% | 3.30% | 2.00% |
Axis Bank Limited Banks | 1.87% | 2.87% | 1.87% |
Larsen & Toubro Limited Construction | 1.81% | 3.64% | 1.81% |
Bharti Airtel Limited Telecom - Services | 1.75% | 3.80% | 1.75% |
ITC Limited Diversified FMCG | 1.49% | 2.19% | 1.49% |
Kotak Mahindra Bank Limited Banks | 1.30% | 2.21% | 1.30% |
Titan Company Limited Consumer Durables | 1.20% | 1.29% | 1.20% |
Mahindra & Mahindra Limited Automobiles | 1.11% | 2.20% | 1.11% |
Hindustan Unilever Limited Diversified FMCG | 1.04% | 1.50% | 1.04% |
UltraTech Cement Limited Cement & Cement Products | 0.97% | 1.09% | 0.97% |
Tata Steel Limited Ferrous Metals | 0.89% | 1.27% | 0.89% |
Bajaj Finserv Limited Finance | 1.10% | 0.83% | 0.83% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 0.82% | 1.33% | 0.82% |
Tata Consultancy Services Limited IT - Software | 0.76% | 1.95% | 0.76% |
Nestle India Limited Food Products | 0.67% | 0.67% | 0.67% |
Trent Limited Retailing | 0.68% | 0.63% | 0.63% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 0.92% | 0.59% | 0.59% |
Max Healthcare Institute Limited Healthcare Services | 0.61% | 0.59% | 0.59% |
HDFC Life Insurance Company Limited Insurance | 0.78% | 0.56% | 0.56% |
Varun Beverages Limited Beverages | 0.53% | 0.45% | 0.45% |
Eternal Limited Retailing | 0.45% | 1.28% | 0.45% |
The Indian Hotels Company Limited Leisure Services | 0.46% | 0.42% | 0.42% |
Godrej Consumer Products Limited Personal Products | 0.43% | 0.35% | 0.35% |
Jindal Steel Limited Ferrous Metals | 0.97% | 0.34% | 0.34% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.81% | 0.33% | 0.33% |
Tata Consumer Products Limited Agricultural Food & other Products | 0.33% | 0.54% | 0.33% |
REC Limited Finance | 0.61% | 0.32% | 0.32% |
SBI Life Insurance Company Limited Insurance | 0.31% | 0.66% | 0.31% |
Hyundai Motor India Ltd Automobiles | 0.69% | 0.22% | 0.22% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.20% | 0.54% | 0.20% |
Unique to Axis Multi Asset Allocation
All top holdings are shared with the other fund.
Unique to Axis Nifty 100 Index
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.6% (5)
Petroleum Products3.5% (2)
IT - Software2.8% (2)
Diversified FMCG2.5% (2)
Construction1.8% (1)
Telecom - Services1.8% (1)
Pharmaceuticals & Biotechnology1.7% (3)
Automobiles1.3% (2)
Ferrous Metals1.2% (2)
Consumer Durables1.2% (1)
Finance1.1% (2)
Retailing1.1% (2)
Cement & Cement Products1.0% (1)
Insurance0.9% (2)
Food Products0.7% (1)
Healthcare Services0.6% (1)
Beverages0.5% (1)
Leisure Services0.4% (1)
Personal Products0.3% (1)
Agricultural Food & other Products0.3% (1)
More comparisons for Axis Multi Asset Allocation
- vs Axis Business Cycles46.9% · 42 stocks
- vs Axis ELSS Tax Saver46.1% · 41 stocks
- vs IB33-GROWW NIFTY 200 ETF45.1% · 46 stocks
- vs HDFC NIFTY 100 ETF44.3% · 34 stocks
- vs Parag Parikh Large Cap44.3% · 34 stocks
More comparisons for Axis Nifty 100 Index
- vs HDFC NIFTY 100 ETF99.9% · 100 stocks
- vs ICICI Prudential Nifty 100 ETF99.9% · 100 stocks
- vs Nippon India ETF Nifty 10099.9% · 100 stocks
- vs HDFC NIFTY 100 Index99.8% · 100 stocks
- vs Motilal Oswal Nifty 100 ETF99.8% · 100 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.