Axis Multicap Fund vs EDELWEISS LARGE & MID CAP FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

47.8%High Overlap

54 common stocksRank #12417 / 20,000

Investor takeaway: At 47.8% 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 (54)

Stock	Wt% in Axis Multicap	Wt% in EDELWEISS LARGE & MID CAP	Overlap
HDFC Bank Limited Banks	4.94%	4.73%	4.73%
State Bank of India Banks	2.76%	2.62%	2.62%
Reliance Industries Limited Petroleum Products	2.24%	2.35%	2.24%
Bharti Airtel Limited Telecom - Services	1.91%	1.92%	1.91%
ICICI Bank Limited Banks	4.04%	1.87%	1.87%
Larsen & Toubro Limited Construction	1.72%	1.96%	1.72%
Shriram Finance Limited Finance	2.25%	1.60%	1.60%
Mahindra & Mahindra Limited Automobiles	1.75%	1.57%	1.57%
Fortis Healthcare Limited Healthcare Services	2.11%	1.51%	1.51%
Multi Commodity Exchange of India Limited Capital Markets	1.65%	1.35%	1.35%
Infosys Limited IT - Software	1.32%	1.56%	1.32%
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles	1.24%	1.80%	1.24%
Bharat Electronics Limited Aerospace & Defense	1.23%	1.48%	1.23%
Eternal Limited Retailing	1.13%	1.12%	1.12%
Solar Industries India Limited Chemicals & Petrochemicals	1.06%	1.06%	1.06%
TVS Motor Company Limited Automobiles	1.06%	1.21%	1.06%
Indian Bank Banks	1.04%	1.91%	1.04%
The Federal Bank Limited Banks	1.00%	2.43%	1.00%
Indus Towers Limited Telecom - Services	0.93%	1.10%	0.93%
NTPC Limited Power	1.10%	0.89%	0.89%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.83%	1.04%	0.83%
Mankind Pharma Limited Pharmaceuticals & Biotechnology	0.83%	0.80%	0.80%
UltraTech Cement Limited Cement & Cement Products	1.00%	0.66%	0.66%
Mphasis Limited IT - Software	0.63%	1.02%	0.63%
CG Power and Industrial Solutions Limited Electrical Equipment	0.63%	0.93%	0.63%
Cholamandalam Investment and Finance Company Ltd Finance	0.63%	1.28%	0.63%
Hindalco Industries Limited Non - Ferrous Metals	0.61%	0.88%	0.61%
KEI Industries Limited Industrial Products	0.58%	1.09%	0.58%
Kotak Mahindra Bank Limited Banks	1.05%	0.57%	0.57%
Bharat Heavy Electricals Limited Electrical Equipment	0.57%	1.19%	0.57%
Ather Energy Limited Automobiles	0.56%	1.28%	0.56%
Titan Company Limited Consumer Durables	0.56%	0.85%	0.56%
Blue Star Limited Consumer Durables	1.27%	0.55%	0.55%
Schaeffler India Limited Auto Components	0.53%	1.17%	0.53%
Coforge Limited IT - Software	0.52%	1.03%	0.52%
The Phoenix Mills Limited Realty	0.52%	1.61%	0.52%
UNO Minda Limited Auto Components	0.51%	1.41%	0.51%
Cummins India Limited Industrial Products	0.49%	1.56%	0.49%
Birlasoft Limited IT - Software	0.46%	0.70%	0.46%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	0.89%	0.45%	0.45%
Vishal Mega Mart Limited Retailing	0.62%	0.44%	0.44%
Lupin Limited Pharmaceuticals & Biotechnology	0.44%	1.53%	0.44%
Hindustan Aeronautics Limited Aerospace & Defense	0.42%	0.58%	0.42%
Jubilant Foodworks Limited Leisure Services	0.39%	0.58%	0.39%
JK Cement Limited Cement & Cement Products	0.38%	0.79%	0.38%
Samvardhana Motherson International Limited Auto Components	0.38%	1.17%	0.38%
Jubilant Ingrevia Limited Chemicals & Petrochemicals	0.33%	0.32%	0.32%
KFin Technologies Limited Capital Markets	0.32%	0.80%	0.32%
Brigade Enterprises Limited Realty	0.33%	0.28%	0.28%
Tech Mahindra Limited IT - Software	0.25%	0.82%	0.25%
PB Fintech Limited Financial Technology (Fintech)	0.23%	1.05%	0.23%
HDFC Asset Management Company Limited Capital Markets	0.10%	0.99%	0.10%
Persistent Systems Limited IT - Software	0.09%	1.22%	0.09%
Dixon Technologies (India) Limited Consumer Durables	0.07%	0.39%	0.07%

Unique to Axis Multicap

Minda Corporation Limited1.70%

Unique to EDELWEISS LARGE & MID CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

11.8% (6)

IT - Software

3.3% (6)

Automobiles

3.2% (3)

Telecom - Services

2.8% (2)

Pharmaceuticals & Biotechnology

2.5% (4)

Petroleum Products

2.2% (1)

Finance

2.2% (2)

Capital Markets

1.8% (3)

Construction

1.7% (1)

Aerospace & Defense

1.6% (2)

Retailing

1.6% (2)

Healthcare Services

1.5% (1)

Auto Components

1.4% (3)

Chemicals & Petrochemicals

1.4% (2)

Agricultural, Commercial & Construction Vehicles

1.2% (1)

Electrical Equipment

1.2% (2)

Consumer Durables

1.2% (3)

Industrial Products

1.1% (2)

Cement & Cement Products

1.0% (2)

Power

0.9% (1)

Realty

0.8% (2)

Non - Ferrous Metals

0.6% (1)

Leisure Services

0.4% (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 EDELWEISS LARGE & MID CAP

vs EDELWEISS ELSS TAX SAVER54.5% · 58 stocks
vs EDELWEISS FLEXI-CAP53.0% · 55 stocks
vs EDELWEISS MULTI CAP52.5% · 62 stocks
vs Axis Large & Mid Cap52.1% · 50 stocks
vs CANARA ROBECO MULTI CAP49.6% · 48 stocks

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