Axis Multicap Fund vs CANARA ROBECO MULTI CAP FUND

Axis vs Canara Robeco· Portfolio Overlap Analysis

47.7%High Overlap

55 common stocksRank #12528 / 20,000

Investor takeaway: At 47.7% 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 (55)

Stock	Wt% in Axis Multicap	Wt% in CANARA ROBECO MULTI CAP	Overlap
HDFC Bank Limited Banks	4.94%	4.92%	4.92%
ICICI Bank Limited Banks	4.04%	3.80%	3.80%
Reliance Industries Limited Petroleum Products	2.24%	1.99%	1.99%
State Bank of India Banks	2.76%	1.95%	1.95%
Bharti Airtel Limited Telecom - Services	1.91%	1.97%	1.91%
Larsen & Toubro Limited Construction	1.72%	2.03%	1.72%
Mahindra & Mahindra Limited Automobiles	1.75%	1.52%	1.52%
GE Vernova T&D India Limited Electrical Equipment	1.49%	1.55%	1.49%
Infosys Limited IT - Software	1.32%	2.15%	1.32%
Shriram Finance Limited Finance	2.25%	1.26%	1.26%
Bharat Electronics Limited Aerospace & Defense	1.23%	1.32%	1.23%
Bajaj Finance Limited Finance	1.20%	1.22%	1.20%
Eternal Limited Retailing	1.13%	1.67%	1.13%
Karur Vysya Bank Limited Banks	1.34%	1.10%	1.10%
TVS Motor Company Limited Automobiles	1.06%	1.32%	1.06%
Multi Commodity Exchange of India Limited Capital Markets	1.65%	1.00%	1.00%
The Federal Bank Limited Banks	1.00%	1.40%	1.00%
Kotak Mahindra Bank Limited Banks	1.05%	0.97%	0.97%
Indian Bank Banks	1.04%	0.86%	0.86%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.83%	1.13%	0.83%
JB Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology	0.74%	1.48%	0.74%
Solar Industries India Limited Chemicals & Petrochemicals	1.06%	0.73%	0.73%
Doms Industries Limited Household Products	0.64%	1.04%	0.64%
Britannia Industries Limited Food Products	0.64%	0.84%	0.64%
Mphasis Limited IT - Software	0.63%	0.79%	0.63%
CG Power and Industrial Solutions Limited Electrical Equipment	0.63%	0.87%	0.63%
Cholamandalam Investment and Finance Company Ltd Finance	0.63%	0.77%	0.63%
Vishal Mega Mart Limited Retailing	0.62%	1.05%	0.62%
City Union Bank Limited Banks	0.71%	0.60%	0.60%
KEI Industries Limited Industrial Products	0.58%	1.41%	0.58%
PNB Housing Finance Limited Finance	0.55%	0.78%	0.55%
Schaeffler India Limited Auto Components	0.53%	0.57%	0.53%
Bharat Heavy Electricals Limited Electrical Equipment	0.57%	0.52%	0.52%
Coforge Limited IT - Software	0.52%	0.58%	0.52%
UNO Minda Limited Auto Components	0.51%	1.20%	0.51%
Cummins India Limited Industrial Products	0.49%	1.03%	0.49%
Mankind Pharma Limited Pharmaceuticals & Biotechnology	0.83%	0.46%	0.46%
Varun Beverages Limited Beverages	0.46%	1.10%	0.46%
V-Guard Industries Limited Consumer Durables	0.46%	0.70%	0.46%
Sagility Limited IT - Services	0.42%	0.60%	0.42%
Lenskart Solutions Limited Retailing	0.42%	0.55%	0.42%
Jubilant Foodworks Limited Leisure Services	0.39%	1.27%	0.39%
JK Cement Limited Cement & Cement Products	0.38%	1.40%	0.38%
Wework India Management Limited Commercial Services & Supplies	0.37%	0.91%	0.37%
K.P.R. Mill Limited Textiles & Apparels	0.37%	0.69%	0.37%
Blue Star Limited Consumer Durables	1.27%	0.36%	0.36%
Tenneco Clean Air India Limited Auto Components	0.34%	0.54%	0.34%
Brigade Enterprises Limited Realty	0.33%	0.60%	0.33%
Tech Mahindra Limited IT - Software	0.25%	0.99%	0.25%
Ujjivan Small Finance Bank Limited Banks	0.58%	0.24%	0.24%
PB Fintech Limited Financial Technology (Fintech)	0.23%	1.07%	0.23%
Supreme Industries Limited Industrial Products	0.76%	0.12%	0.12%
HDFC Asset Management Company Limited Capital Markets	0.10%	0.87%	0.10%
Persistent Systems Limited IT - Software	0.09%	0.46%	0.09%
Dixon Technologies (India) Limited Consumer Durables	0.07%	0.65%	0.07%

Unique to Axis Multicap

Fortis Healthcare Limited2.11%
Minda Corporation Limited1.70%

Unique to CANARA ROBECO MULTI CAP

Ajanta Pharma Ltd1.90%

Sector Overlap Breakdown

Banks

15.4% (9)

Finance

3.6% (4)

IT - Software

2.8% (5)

Electrical Equipment

2.6% (3)

Automobiles

2.6% (2)

Retailing

2.2% (3)

Pharmaceuticals & Biotechnology

2.0% (3)

Petroleum Products

2.0% (1)

Telecom - Services

1.9% (1)

Construction

1.7% (1)

Auto Components

1.4% (3)

Aerospace & Defense

1.2% (1)

Industrial Products

1.2% (3)

Capital Markets

1.1% (2)

Consumer Durables

0.9% (3)

Chemicals & Petrochemicals

0.7% (1)

Household Products

0.6% (1)

Food Products

0.6% (1)

Beverages

0.5% (1)

IT - Services

0.4% (1)

Leisure Services

0.4% (1)

Cement & Cement Products

0.4% (1)

Commercial Services & Supplies

0.4% (1)

Textiles & Apparels

0.4% (1)

Realty

0.3% (1)

Financial Technology (Fintech)

0.2% (1)

More comparisons for Axis Multicap

vs Axis Large & Mid Cap66.2% · 75 stocks
vs Axis Value64.1% · 71 stocks
vs Axis ELSS Tax Saver50.2% · 57 stocks
vs Axis Retirement Fund - Dynamic49.2% · 59 stocks
vs EDELWEISS MULTI CAP48.9% · 61 stocks

More comparisons for CANARA ROBECO MULTI CAP

vs CANARA ROBECO FLEXICAP58.1% · 53 stocks
vs ET53.9% · 49 stocks
vs EDELWEISS LARGE & MID CAP49.6% · 48 stocks
vs Axis Large & Mid Cap46.4% · 45 stocks
vs Axis ELSS Tax Saver45.9% · 45 stocks

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