Axis Multicap Fund vs EDELWEISS MULTI CAP FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

48.9%High Overlap

61 common stocksRank #11331 / 20,000

Investor takeaway: At 48.9% 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 (61)

Stock	Wt% in Axis Multicap	Wt% in EDELWEISS MULTI CAP	Overlap
HDFC Bank Limited Banks	4.94%	4.45%	4.45%
ICICI Bank Limited Banks	4.04%	2.51%	2.51%
Reliance Industries Limited Petroleum Products	2.24%	1.90%	1.90%
State Bank of India Banks	2.76%	1.80%	1.80%
Shriram Finance Limited Finance	2.25%	1.77%	1.77%
Larsen & Toubro Limited Construction	1.72%	2.45%	1.72%
Multi Commodity Exchange of India Limited Capital Markets	1.65%	2.52%	1.65%
Bharti Airtel Limited Telecom - Services	1.91%	1.50%	1.50%
Mahindra & Mahindra Limited Automobiles	1.75%	1.34%	1.34%
Karur Vysya Bank Limited Banks	1.34%	2.03%	1.34%
Infosys Limited IT - Software	1.32%	1.53%	1.32%
Bajaj Finance Limited Finance	1.20%	1.28%	1.20%
NTPC Limited Power	1.10%	2.64%	1.10%
Solar Industries India Limited Chemicals & Petrochemicals	1.06%	1.11%	1.06%
Bharat Electronics Limited Aerospace & Defense	1.23%	1.05%	1.05%
Kotak Mahindra Bank Limited Banks	1.05%	1.07%	1.05%
Indian Bank Banks	1.04%	1.33%	1.04%
Craftsman Automation Limited Auto Components	1.01%	1.33%	1.01%
The Federal Bank Limited Banks	1.00%	1.16%	1.00%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	0.89%	1.14%	0.89%
Fortis Healthcare Limited Healthcare Services	2.11%	0.88%	0.88%
TVS Motor Company Limited Automobiles	1.06%	0.78%	0.78%
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles	1.24%	0.76%	0.76%
UltraTech Cement Limited Cement & Cement Products	1.00%	0.75%	0.75%
City Union Bank Limited Banks	0.71%	1.32%	0.71%
CG Power and Industrial Solutions Limited Electrical Equipment	0.63%	0.83%	0.63%
GE Vernova T&D India Limited Electrical Equipment	1.49%	0.62%	0.62%
Vishal Mega Mart Limited Retailing	0.62%	0.70%	0.62%
Hindalco Industries Limited Non - Ferrous Metals	0.61%	0.77%	0.61%
KEI Industries Limited Industrial Products	0.58%	1.17%	0.58%
Titan Company Limited Consumer Durables	0.56%	1.37%	0.56%
Ather Energy Limited Automobiles	0.56%	0.55%	0.55%
PNB Housing Finance Limited Finance	0.55%	0.65%	0.55%
Firstsource Solutions Limited Commercial Services & Supplies	0.53%	0.69%	0.53%
Coforge Limited IT - Software	0.52%	0.85%	0.52%
The Phoenix Mills Limited Realty	0.52%	0.63%	0.52%
Cholamandalam Investment and Finance Company Ltd Finance	0.63%	0.51%	0.51%
JB Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology	0.74%	0.50%	0.50%
Ujjivan Small Finance Bank Limited Banks	0.58%	0.50%	0.50%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.83%	0.47%	0.47%
Krishna Institute Of Medical Sciences Limited Healthcare Services	0.47%	1.42%	0.47%
Eternal Limited Retailing	1.13%	0.44%	0.44%
Lupin Limited Pharmaceuticals & Biotechnology	0.44%	0.87%	0.44%
Hindustan Unilever Limited Diversified FMCG	0.41%	0.62%	0.41%
K.P.R. Mill Limited Textiles & Apparels	0.37%	1.02%	0.37%
Rainbow Childrens Medicare Limited Healthcare Services	0.36%	0.72%	0.36%
Mankind Pharma Limited Pharmaceuticals & Biotechnology	0.83%	0.33%	0.33%
Brigade Enterprises Limited Realty	0.33%	0.44%	0.33%
KFin Technologies Limited Capital Markets	0.32%	0.98%	0.32%
Hindustan Petroleum Corporation Limited Petroleum Products	0.31%	0.79%	0.31%
Britannia Industries Limited Food Products	0.64%	0.30%	0.30%
Maruti Suzuki India Limited Automobiles	0.30%	0.96%	0.30%
Hindustan Aeronautics Limited Aerospace & Defense	0.42%	0.26%	0.26%
Tech Mahindra Limited IT - Software	0.25%	0.68%	0.25%
LG Electronics India Ltd Consumer Durables	0.25%	0.73%	0.25%
PB Fintech Limited Financial Technology (Fintech)	0.23%	0.33%	0.23%
Swiggy Limited Retailing	0.21%	0.32%	0.21%
Chalet Hotels Limited Leisure Services	0.20%	1.17%	0.20%
HDFC Asset Management Company Limited Capital Markets	0.10%	0.72%	0.10%
Persistent Systems Limited IT - Software	0.09%	0.45%	0.09%
Dixon Technologies (India) Limited Consumer Durables	0.07%	0.09%	0.07%

Unique to Axis Multicap

Minda Corporation Limited1.70%

Unique to EDELWEISS MULTI CAP

Tata Steel Ltd.2.34%
Navin Fluorine International Ltd.2.19%
Radico Khaitan Ltd.1.85%

Sector Overlap Breakdown

Banks

14.4% (9)

Finance

4.0% (4)

Automobiles

3.0% (4)

Pharmaceuticals & Biotechnology

2.6% (5)

Petroleum Products

2.2% (2)

IT - Software

2.2% (4)

Capital Markets

2.1% (3)

Construction

1.7% (1)

Healthcare Services

1.7% (3)

Telecom - Services

1.5% (1)

Aerospace & Defense

1.3% (2)

Retailing

1.3% (3)

Electrical Equipment

1.3% (2)

Power

1.1% (1)

Chemicals & Petrochemicals

1.1% (1)

Auto Components

1.0% (1)

Consumer Durables

0.9% (3)

Realty

0.8% (2)

Agricultural, Commercial & Construction Vehicles

0.8% (1)

Cement & Cement Products

0.8% (1)

Non - Ferrous Metals

0.6% (1)

Industrial Products

0.6% (1)

Commercial Services & Supplies

0.5% (1)

Diversified FMCG

0.4% (1)

Textiles & Apparels

0.4% (1)

Food Products

0.3% (1)

Financial Technology (Fintech)

0.2% (1)

Leisure Services

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 FLEXI-CAP48.4% · 49 stocks

More comparisons for EDELWEISS MULTI CAP

vs EDELWEISS FLEXI-CAP65.6% · 74 stocks
vs EDELWEISS ELSS TAX SAVER57.6% · 67 stocks
vs EDELWEISS LARGE & MID CAP52.5% · 62 stocks
vs Axis Large & Mid Cap46.3% · 50 stocks
vs EDELWEISS NIFTY LARGEMIDCAP 2544.8% · 72 stocks

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