Axis Multicap Fund vs PGIM INDIA MULTI CAP FUND

Axis vs PGIM· Portfolio Overlap Analysis

43.3%High Overlap
48 common stocksRank #18482 / 20,000

Investor takeaway: At 43.3% 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 (48)

StockWt% in Axis MulticapWt% in PGIM INDIA MULTI CAPOverlap
HDFC Bank Limited
Banks
4.94%4.16%4.16%
ICICI Bank Limited
Banks
4.04%4.19%4.04%
Reliance Industries Limited
Petroleum Products
2.24%3.08%2.24%
State Bank of India
Banks
2.76%2.19%2.19%
Larsen & Toubro Limited
Construction
1.72%2.17%1.72%
Bharti Airtel Limited
Telecom - Services
1.91%1.34%1.34%
Karur Vysya Bank Limited
Banks
1.34%1.38%1.34%
Multi Commodity Exchange of India Limited
Capital Markets
1.65%1.33%1.33%
Bajaj Finance Limited
Finance
1.20%1.42%1.20%
Sansera Engineering Limited
Auto Components
1.24%1.15%1.15%
Eternal Limited
Retailing
1.13%1.75%1.13%
Solar Industries India Limited
Chemicals & Petrochemicals
1.06%1.18%1.06%
TVS Motor Company Limited
Automobiles
1.06%2.43%1.06%
Blue Star Limited
Consumer Durables
1.27%1.04%1.04%
UltraTech Cement Limited
Cement & Cement Products
1.00%1.00%1.00%
Bharat Electronics Limited
Aerospace & Defense
1.23%0.95%0.95%
Sai Life Sciences Limited
Pharmaceuticals & Biotechnology
0.87%0.91%0.87%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
0.83%0.88%0.83%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.83%0.83%0.83%
Sona BLW Precision Forgings Limited
Auto Components
1.14%0.74%0.74%
JB Chemicals & Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.74%1.02%0.74%
Ashok Leyland Limited
Agricultural, Commercial & Construction Vehicles
1.24%0.70%0.70%
Doms Industries Limited
Household Products
0.64%1.34%0.64%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.63%1.82%0.63%
Cholamandalam Investment and Finance Company Ltd
Finance
0.63%0.88%0.63%
Vishal Mega Mart Limited
Retailing
0.62%1.13%0.62%
Hindalco Industries Limited
Non - Ferrous Metals
0.61%1.49%0.61%
KEI Industries Limited
Industrial Products
0.58%0.80%0.58%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
0.89%0.56%0.56%
Ather Energy Limited
Automobiles
0.56%0.63%0.56%
Infosys Limited
IT - Software
1.32%0.54%0.54%
Gabriel India Limited
Auto Components
0.52%0.63%0.52%
CCL Products (India) Limited
Agricultural Food & other Products
0.51%1.18%0.51%
Mahindra & Mahindra Limited
Automobiles
1.75%0.50%0.50%
Cummins India Limited
Industrial Products
0.49%1.51%0.49%
Krishna Institute Of Medical Sciences Limited
Healthcare Services
0.47%1.58%0.47%
Varun Beverages Limited
Beverages
0.46%1.48%0.46%
Sagility Limited
IT - Services
0.42%0.54%0.42%
Lenskart Solutions Limited
Retailing
0.42%1.32%0.42%
JK Cement Limited
Cement & Cement Products
0.38%1.01%0.38%
K.P.R. Mill Limited
Textiles & Apparels
0.37%1.00%0.37%
Capillary Technologies India Limited
IT - Software
0.36%0.50%0.36%
Brigade Enterprises Limited
Realty
0.33%0.37%0.33%
Awfis Space Solutions Limited
Commercial Services & Supplies
0.32%0.43%0.32%
Maruti Suzuki India Limited
Automobiles
0.30%0.50%0.30%
LG Electronics India Ltd
Consumer Durables
0.25%1.41%0.25%
Persistent Systems Limited
IT - Software
0.09%1.82%0.09%
Dixon Technologies (India) Limited
Consumer Durables
0.07%1.18%0.07%

Unique to Axis Multicap

  • Shriram Finance Limited2.25%
  • Fortis Healthcare Limited2.11%
  • Minda Corporation Limited1.70%

Unique to PGIM INDIA MULTI CAP

  • Max Financial Services Ltd.2.18%

Sector Overlap Breakdown

Banks
11.7% (4)
Pharmaceuticals & Biotechnology
3.8% (5)
Automobiles
2.4% (4)
Auto Components
2.4% (3)
Petroleum Products
2.2% (1)
Retailing
2.2% (3)
Finance
1.8% (2)
Construction
1.7% (1)
Cement & Cement Products
1.4% (2)
Consumer Durables
1.4% (3)
Telecom - Services
1.3% (1)
Capital Markets
1.3% (1)
Industrial Products
1.1% (2)
Chemicals & Petrochemicals
1.1% (1)
IT - Software
1.0% (3)
Aerospace & Defense
0.9% (1)
Agricultural, Commercial & Construction Vehicles
0.7% (1)
Household Products
0.6% (1)
Electrical Equipment
0.6% (1)
Non - Ferrous Metals
0.6% (1)
Agricultural Food & other Products
0.5% (1)
Healthcare Services
0.5% (1)
Beverages
0.5% (1)
IT - Services
0.4% (1)
Textiles & Apparels
0.4% (1)
Realty
0.3% (1)
Commercial Services & Supplies
0.3% (1)

More comparisons for Axis Multicap

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