Axis Nifty 100 Index Fund vs Shriram Aggressive Hybrid Fund

Axis vs Shriram· Portfolio Overlap Analysis

48.4%High Overlap

36 common stocksRank #11832 / 20,000

Investor takeaway: At 48.4% 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 (36)

Stock	Wt% in Axis Nifty 100 Index	Wt% in Shriram Aggressive Hybrid	Overlap
HDFC Bank Limited Banks	9.85%	5.37%	5.37%
Reliance Industries Limited Petroleum Products	6.82%	4.54%	4.54%
ICICI Bank Limited Banks	7.14%	3.96%	3.96%
Bharti Airtel Limited Telecom - Services	3.80%	3.25%	3.25%
Axis Bank Limited Banks	2.87%	4.10%	2.87%
State Bank of India Banks	3.62%	2.77%	2.77%
Mahindra & Mahindra Limited Automobiles	2.20%	2.57%	2.20%
ITC Limited Diversified FMCG	2.19%	2.21%	2.19%
Larsen & Toubro Limited Construction	3.64%	1.82%	1.82%
Tata Consultancy Services Limited IT - Software	1.95%	1.62%	1.62%
Infosys Limited IT - Software	3.30%	1.39%	1.39%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	1.33%	1.75%	1.33%
NTPC Limited Power	1.31%	1.33%	1.31%
Hindalco Industries Limited Non - Ferrous Metals	0.97%	1.15%	0.97%
Kotak Mahindra Bank Limited Banks	2.21%	0.96%	0.96%
Bharat Electronics Limited Aerospace & Defense	1.15%	0.91%	0.91%
Eternal Limited Retailing	1.28%	0.86%	0.86%
Maruti Suzuki India Limited Automobiles	1.41%	0.84%	0.84%
HCL Technologies Limited IT - Software	1.06%	0.84%	0.84%
Eicher Motors Limited Automobiles	0.80%	1.04%	0.80%
InterGlobe Aviation Limited Transport Services	0.79%	1.12%	0.79%
Power Grid Corporation of India Limited Power	0.98%	0.67%	0.67%
TVS Motor Company Limited Automobiles	0.66%	1.21%	0.66%
Tata Steel Limited Ferrous Metals	1.27%	0.60%	0.60%
Cipla Limited Pharmaceuticals & Biotechnology	0.55%	0.81%	0.55%
Adani Ports and Special Economic Zone Limited Transport Infrastructure	0.81%	0.54%	0.54%
Bharat Petroleum Corporation Limited Petroleum Products	0.54%	1.72%	0.54%
HDFC Life Insurance Company Limited Insurance	0.56%	0.46%	0.46%
SBI Life Insurance Company Limited Insurance	0.66%	0.45%	0.45%
Varun Beverages Limited Beverages	0.45%	0.96%	0.45%
Oil & Natural Gas Corporation Limited Oil	0.79%	0.44%	0.44%
Bajaj Holdings & Investment Limited Finance	0.34%	1.52%	0.34%
GAIL (India) Limited Gas	0.33%	0.42%	0.33%
REC Limited Finance	0.32%	0.80%	0.32%
Ambuja Cements Limited Cement & Cement Products	0.22%	0.70%	0.22%
Siemens Limited Electrical Equipment	0.22%	0.65%	0.22%

Unique to Axis Nifty 100 Index

All top holdings are shared with the other fund.

Unique to Shriram Aggressive Hybrid

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

15.9% (5)

Petroleum Products

5.1% (2)

Automobiles

4.5% (4)

IT - Software

3.9% (3)

Telecom - Services

3.3% (1)

Diversified FMCG

2.2% (1)

Power

2.0% (2)

Pharmaceuticals & Biotechnology

1.9% (2)

Construction

1.8% (1)

Non - Ferrous Metals

1.0% (1)

Aerospace & Defense

0.9% (1)

Insurance

0.9% (2)

Retailing

0.9% (1)

Transport Services

0.8% (1)

Finance

0.7% (2)

Ferrous Metals

0.6% (1)

Transport Infrastructure

0.5% (1)

Beverages

0.5% (1)

Oil

0.4% (1)

Gas

0.3% (1)

Cement & Cement Products

0.2% (1)

Electrical Equipment

0.2% (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 Shriram Aggressive Hybrid

vs Shriram Balanced Advantage57.5% · 54 stocks
vs Shriram Flexi Cap53.6% · 47 stocks
vs Shriram ELSS Tax Saver53.3% · 47 stocks
vs Shriram Multi Asset Allocation53.3% · 53 stocks
vs HDFC NIFTY 100 ETF48.4% · 36 stocks

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