Axis Nifty 100 Index Fund vs LETAXP

Axis vs LIC· Portfolio Overlap Analysis

47.6%High Overlap
31 common stocksRank #12623 / 20,000

Investor takeaway: At 47.6% 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 (31)

StockWt% in Axis Nifty 100 IndexWt% in LETAXPOverlap
HDFC Bank Limited
Banks
9.85%7.79%7.79%
ICICI Bank Limited
Banks
7.14%7.98%7.14%
State Bank of India
Banks
3.62%3.69%3.62%
Axis Bank Limited
Banks
2.87%4.54%2.87%
Larsen & Toubro Limited
Construction
3.64%2.82%2.82%
Mahindra & Mahindra Limited
Automobiles
2.20%2.12%2.12%
Reliance Industries Limited
Petroleum Products
6.82%2.06%2.06%
Infosys Limited
IT - Software
3.30%1.84%1.84%
Tata Consultancy Services Limited
IT - Software
1.95%1.49%1.49%
Maruti Suzuki India Limited
Automobiles
1.41%2.03%1.41%
Hindustan Unilever Limited
Diversified FMCG
1.50%1.38%1.38%
Eternal Limited
Retailing
1.28%1.45%1.28%
ITC Limited
Diversified FMCG
2.19%1.23%1.23%
HCL Technologies Limited
IT - Software
1.06%1.33%1.06%
Kotak Mahindra Bank Limited
Banks
2.21%0.86%0.86%
Bajaj Finserv Limited
Finance
0.83%1.59%0.83%
Eicher Motors Limited
Automobiles
0.80%2.59%0.80%
Grasim Industries Limited
Cement & Cement Products
0.77%2.16%0.77%
UltraTech Cement Limited
Cement & Cement Products
1.09%0.70%0.70%
TVS Motor Company Limited
Automobiles
0.66%0.74%0.66%
Trent Limited
Retailing
0.63%1.63%0.63%
Apollo Hospitals Enterprise Limited
Healthcare Services
0.58%0.93%0.58%
Cipla Limited
Pharmaceuticals & Biotechnology
0.55%0.96%0.55%
Cholamandalam Investment and Finance Company Ltd
Finance
0.53%3.49%0.53%
Varun Beverages Limited
Beverages
0.45%1.40%0.45%
Power Finance Corporation Limited
Finance
0.43%1.08%0.43%
Avenue Supermarts Limited
Retailing
0.41%0.85%0.41%
Bharat Petroleum Corporation Limited
Petroleum Products
0.54%0.33%0.33%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.33%1.45%0.33%
REC Limited
Finance
0.32%0.93%0.32%
LTIMindtree Limited
IT - Software
0.30%0.89%0.30%

Unique to Axis Nifty 100 Index

  • Bharti Airtel Limited3.80%

Unique to LETAXP

  • Shakti Pumps (India) Ltd.3.84%
  • Blue Star Ltd.2.44%
  • Bharat Forge Ltd.2.44%

Sector Overlap Breakdown

Banks
22.3% (5)
Automobiles
5.0% (4)
IT - Software
4.7% (4)
Construction
2.8% (1)
Diversified FMCG
2.6% (2)
Petroleum Products
2.4% (2)
Retailing
2.3% (3)
Finance
2.1% (4)
Cement & Cement Products
1.5% (2)
Pharmaceuticals & Biotechnology
0.9% (2)
Healthcare Services
0.6% (1)
Beverages
0.5% (1)

More comparisons for Axis Nifty 100 Index

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