Axis Multicap Fund vs EDELWEISS FLEXI-CAP FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

48.4%High Overlap

49 common stocksRank #11761 / 20,000

Investor takeaway: At 48.4% 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 (49)

Stock	Wt% in Axis Multicap	Wt% in EDELWEISS FLEXI-CAP	Overlap
HDFC Bank Limited Banks	4.94%	6.07%	4.94%
ICICI Bank Limited Banks	4.04%	4.84%	4.04%
State Bank of India Banks	2.76%	3.48%	2.76%
Reliance Industries Limited Petroleum Products	2.24%	3.46%	2.24%
Bharti Airtel Limited Telecom - Services	1.91%	2.20%	1.91%
Shriram Finance Limited Finance	2.25%	1.75%	1.75%
Mahindra & Mahindra Limited Automobiles	1.75%	1.84%	1.75%
Larsen & Toubro Limited Construction	1.72%	3.23%	1.72%
Multi Commodity Exchange of India Limited Capital Markets	1.65%	1.84%	1.65%
Fortis Healthcare Limited Healthcare Services	2.11%	1.52%	1.52%
Infosys Limited IT - Software	1.32%	2.16%	1.32%
Bajaj Finance Limited Finance	1.20%	1.97%	1.20%
Bharat Electronics Limited Aerospace & Defense	1.23%	1.15%	1.15%
NTPC Limited Power	1.10%	3.40%	1.10%
Karur Vysya Bank Limited Banks	1.34%	1.06%	1.06%
TVS Motor Company Limited Automobiles	1.06%	1.07%	1.06%
Kotak Mahindra Bank Limited Banks	1.05%	1.52%	1.05%
UltraTech Cement Limited Cement & Cement Products	1.00%	2.12%	1.00%
Indian Bank Banks	1.04%	0.99%	0.99%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	0.89%	1.49%	0.89%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.83%	1.02%	0.83%
Eternal Limited Retailing	1.13%	0.77%	0.77%
City Union Bank Limited Banks	0.71%	1.05%	0.71%
GE Vernova T&D India Limited Electrical Equipment	1.49%	0.67%	0.67%
Britannia Industries Limited Food Products	0.64%	1.06%	0.64%
Cholamandalam Investment and Finance Company Ltd Finance	0.63%	0.74%	0.63%
Vishal Mega Mart Limited Retailing	0.62%	0.93%	0.62%
Hindalco Industries Limited Non - Ferrous Metals	0.61%	0.91%	0.61%
CG Power and Industrial Solutions Limited Electrical Equipment	0.63%	0.60%	0.60%
KEI Industries Limited Industrial Products	0.58%	1.18%	0.58%
Titan Company Limited Consumer Durables	0.56%	1.71%	0.56%
Craftsman Automation Limited Auto Components	1.01%	0.54%	0.54%
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles	1.24%	0.52%	0.52%
Coforge Limited IT - Software	0.52%	0.69%	0.52%
The Phoenix Mills Limited Realty	0.52%	0.94%	0.52%
UNO Minda Limited Auto Components	0.51%	0.70%	0.51%
Lupin Limited Pharmaceuticals & Biotechnology	0.44%	0.61%	0.44%
Hindustan Unilever Limited Diversified FMCG	0.41%	0.99%	0.41%
Hindustan Aeronautics Limited Aerospace & Defense	0.42%	0.35%	0.35%
Cummins India Limited Industrial Products	0.49%	0.34%	0.34%
Hindustan Petroleum Corporation Limited Petroleum Products	0.31%	0.71%	0.31%
Maruti Suzuki India Limited Automobiles	0.30%	0.92%	0.30%
KFin Technologies Limited Capital Markets	0.32%	0.27%	0.27%
Tech Mahindra Limited IT - Software	0.25%	0.56%	0.25%
LG Electronics India Ltd Consumer Durables	0.25%	1.04%	0.25%
PB Fintech Limited Financial Technology (Fintech)	0.23%	0.51%	0.23%
Firstsource Solutions Limited Commercial Services & Supplies	0.53%	0.20%	0.20%
Persistent Systems Limited IT - Software	0.09%	0.68%	0.09%
Dixon Technologies (India) Limited Consumer Durables	0.07%	0.08%	0.07%

Unique to Axis Multicap

Minda Corporation Limited1.70%

Unique to EDELWEISS FLEXI-CAP

Tata Steel Ltd.2.62%

Sector Overlap Breakdown

Banks

15.6% (7)

Finance

3.6% (3)

Automobiles

3.1% (3)

Petroleum Products

2.5% (2)

IT - Software

2.2% (4)

Pharmaceuticals & Biotechnology

2.2% (3)

Capital Markets

1.9% (2)

Telecom - Services

1.9% (1)

Construction

1.7% (1)

Healthcare Services

1.5% (1)

Aerospace & Defense

1.5% (2)

Retailing

1.4% (2)

Electrical Equipment

1.3% (2)

Power

1.1% (1)

Auto Components

1.1% (2)

Cement & Cement Products

1.0% (1)

Industrial Products

0.9% (2)

Consumer Durables

0.9% (3)

Food Products

0.6% (1)

Non - Ferrous Metals

0.6% (1)

Agricultural, Commercial & Construction Vehicles

0.5% (1)

Realty

0.5% (1)

Diversified FMCG

0.4% (1)

Financial Technology (Fintech)

0.2% (1)

Commercial Services & Supplies

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 EDELWEISS FLEXI-CAP

vs EDELWEISS MULTI CAP65.6% · 74 stocks
vs EDELWEISS ELSS TAX SAVER60.3% · 57 stocks
vs CANARA ROBECO LARGE CAP55.3% · 42 stocks
vs IB11-Groww ELSS Tax Saver55.2% · 41 stocks
vs EDELWEISS LARGE CAP54.5% · 44 stocks

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