Axis Nifty 100 Index Fund vs LIC MF BALANCED ADVANTAGE FUND
Axis vs LIC· Portfolio Overlap Analysis
44.5%High Overlap
37 common stocksRank #16890 / 20,000
Investor takeaway: At 44.5% 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 (37)
| Stock | Wt% in Axis Nifty 100 Index | Wt% in LIC MF BALANCED ADVANTAGE | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 9.85% | 8.48% | 8.48% |
ICICI Bank Limited Banks | 7.14% | 4.36% | 4.36% |
State Bank of India Banks | 3.62% | 4.66% | 3.62% |
Reliance Industries Limited Petroleum Products | 6.82% | 3.59% | 3.59% |
Infosys Limited IT - Software | 3.30% | 2.16% | 2.16% |
Larsen & Toubro Limited Construction | 3.64% | 2.04% | 2.04% |
Tata Consultancy Services Limited IT - Software | 1.95% | 3.58% | 1.95% |
Axis Bank Limited Banks | 2.87% | 1.48% | 1.48% |
Kotak Mahindra Bank Limited Banks | 2.21% | 1.48% | 1.48% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.33% | 1.43% | 1.33% |
NTPC Limited Power | 1.31% | 1.22% | 1.22% |
Tata Steel Limited Ferrous Metals | 1.27% | 1.18% | 1.18% |
UltraTech Cement Limited Cement & Cement Products | 1.09% | 1.25% | 1.09% |
Mahindra & Mahindra Limited Automobiles | 2.20% | 1.04% | 1.04% |
Bharti Airtel Limited Telecom - Services | 3.80% | 0.99% | 0.99% |
Hindalco Industries Limited Non - Ferrous Metals | 0.97% | 1.08% | 0.97% |
ITC Limited Diversified FMCG | 2.19% | 0.82% | 0.82% |
InterGlobe Aviation Limited Transport Services | 0.79% | 0.73% | 0.73% |
Tata Consumer Products Limited Agricultural Food & other Products | 0.54% | 1.11% | 0.54% |
Tata Motors Passenger Vehicles Limited Automobiles | 0.58% | 0.49% | 0.49% |
Tata Power Company Limited Power | 0.46% | 1.19% | 0.46% |
Grasim Industries Limited Cement & Cement Products | 0.77% | 0.43% | 0.43% |
Tech Mahindra Limited IT - Software | 0.63% | 0.43% | 0.43% |
Power Finance Corporation Limited Finance | 0.43% | 1.50% | 0.43% |
HDFC Life Insurance Company Limited Insurance | 0.56% | 0.40% | 0.40% |
Titan Company Limited Consumer Durables | 1.29% | 0.38% | 0.38% |
Power Grid Corporation of India Limited Power | 0.98% | 0.33% | 0.33% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.58% | 0.33% | 0.33% |
ICICI Lombard General Insurance Company Limited Insurance | 0.33% | 1.30% | 0.33% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.33% | 0.40% | 0.33% |
HCL Technologies Limited IT - Software | 1.06% | 0.27% | 0.27% |
Cholamandalam Investment and Finance Company Ltd Finance | 0.53% | 0.20% | 0.20% |
Lodha Developers Limited Realty | 0.20% | 0.73% | 0.20% |
Maruti Suzuki India Limited Automobiles | 1.41% | 0.19% | 0.19% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 0.59% | 0.19% | 0.19% |
Eicher Motors Limited Automobiles | 0.80% | 0.06% | 0.06% |
Hindustan Aeronautics Limited Aerospace & Defense | 0.54% | 0.01% | 0.01% |
Unique to Axis Nifty 100 Index
All top holdings are shared with the other fund.
Unique to LIC MF BALANCED ADVANTAGE
- Garware Hi-Tech Films Ltd.1.52%
Sector Overlap Breakdown
Banks19.4% (5)
IT - Software4.8% (4)
Petroleum Products3.6% (1)
Construction2.0% (1)
Power2.0% (3)
Pharmaceuticals & Biotechnology1.9% (3)
Automobiles1.8% (4)
Cement & Cement Products1.5% (2)
Ferrous Metals1.2% (1)
Telecom - Services1.0% (1)
Non - Ferrous Metals1.0% (1)
Diversified FMCG0.8% (1)
Transport Services0.7% (1)
Insurance0.7% (2)
Finance0.6% (2)
Agricultural Food & other Products0.5% (1)
Consumer Durables0.4% (1)
Healthcare Services0.3% (1)
Realty0.2% (1)
Aerospace & Defense0.0% (1)
More comparisons for Axis Nifty 100 Index
- vs HDFC NIFTY 100 ETF99.9% · 100 stocks
- vs ICICI Prudential Nifty 100 ETF99.9% · 100 stocks
- vs Nippon India ETF Nifty 10099.9% · 100 stocks
- vs HDFC NIFTY 100 Index99.8% · 100 stocks
- vs Motilal Oswal Nifty 100 ETF99.8% · 100 stocks
More comparisons for LIC MF BALANCED ADVANTAGE
- vs Motilal Oswal Nifty 100 ETF44.5% · 37 stocks
- vs HDFC NIFTY 100 ETF44.5% · 37 stocks
- vs HDFC NIFTY 100 Index44.5% · 37 stocks
- vs ICICI Prudential Nifty 100 ETF44.5% · 37 stocks
- vs Nippon India ETF Nifty 10044.5% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.