Axis Nifty500 Momentum 50 Index Fund vs IB35-Groww Nifty 500 Momentum 50 ETF
Axis vs Groww· Portfolio Overlap Analysis
99.6%High Overlap
50 common stocksRank #1248 / 5,000
Investor takeaway: These funds overlap 99.6%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (50)
| Stock | Wt% in Axis Nifty500 Momentum 50 Inde | Wt% in IB35-Groww Nifty 500 Momentum | Overlap |
|---|---|---|---|
Shriram Finance Limited Finance | 5.43% | 5.42% | 5.42% |
Eicher Motors Limited Automobiles | 5.36% | 5.35% | 5.35% |
Bajaj Finance Limited Finance | 4.95% | 4.94% | 4.94% |
Mahindra & Mahindra Limited Automobiles | 4.66% | 4.65% | 4.65% |
Hindalco Industries Limited Non - Ferrous Metals | 4.58% | 4.57% | 4.57% |
Maruti Suzuki India Limited Automobiles | 4.45% | 4.43% | 4.43% |
Bharti Airtel Limited Telecom - Services | 4.44% | 4.43% | 4.43% |
Asian Paints Limited Consumer Durables | 4.05% | 4.04% | 4.04% |
TVS Motor Company Limited Automobiles | 3.75% | 3.74% | 3.74% |
Hero MotoCorp Limited Automobiles | 3.36% | 3.35% | 3.35% |
InterGlobe Aviation Limited Transport Services | 3.25% | 3.24% | 3.24% |
BSE Limited Capital Markets | 3.21% | 3.20% | 3.20% |
Multi Commodity Exchange of India Limited Capital Markets | 2.76% | 2.75% | 2.75% |
The Federal Bank Limited Banks | 2.70% | 2.70% | 2.70% |
Cummins India Limited Industrial Products | 2.55% | 2.55% | 2.55% |
AU Small Finance Bank Limited Banks | 2.51% | 2.51% | 2.51% |
Muthoot Finance Limited Finance | 2.43% | 2.43% | 2.43% |
Laurus Labs Limited Pharmaceuticals & Biotechnology | 2.43% | 2.44% | 2.43% |
Canara Bank Banks | 2.22% | 2.21% | 2.21% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.96% | 1.96% | 1.96% |
L&T Finance Limited Finance | 1.89% | 1.89% | 1.89% |
Max Financial Services Limited Insurance | 1.85% | 1.84% | 1.84% |
Fortis Healthcare Limited Healthcare Services | 1.78% | 1.78% | 1.78% |
One 97 Communications Limited Financial Technology (Fintech) | 1.75% | 1.74% | 1.74% |
GE Vernova T&D India Limited Electrical Equipment | 1.68% | 1.68% | 1.68% |
Indian Bank Banks | 1.65% | 1.65% | 1.65% |
FSN E-Commerce Ventures Limited Retailing | 1.60% | 1.61% | 1.60% |
Aditya Birla Capital Limited Finance | 1.60% | 1.60% | 1.60% |
GMR Airports Limited Transport Infrastructure | 1.35% | 1.36% | 1.35% |
UPL Limited Fertilizers & Agrochemicals | 1.28% | 1.27% | 1.27% |
Glenmark Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.10% | 1.11% | 1.10% |
Karur Vysya Bank Limited Banks | 1.09% | 1.10% | 1.09% |
Mahindra & Mahindra Financial Services Limited Finance | 1.07% | 1.08% | 1.07% |
RBL Bank Limited Banks | 1.02% | 1.03% | 1.02% |
Navin Fluorine International Limited Chemicals & Petrochemicals | 1.02% | 1.02% | 1.02% |
Hitachi Energy India Limited Electrical Equipment | 0.99% | 0.98% | 0.98% |
City Union Bank Limited Banks | 0.87% | 0.88% | 0.87% |
Manappuram Finance Limited Finance | 0.65% | 0.65% | 0.65% |
Radico Khaitan Limited Beverages | 0.65% | 0.65% | 0.65% |
Force Motors Limited Automobiles | 0.59% | 0.58% | 0.58% |
Anand Rathi Wealth Limited Capital Markets | 0.58% | 0.58% | 0.58% |
Aster DM Healthcare Limited Healthcare Services | 0.46% | 0.46% | 0.46% |
Asahi India Glass Limited Auto Components | 0.41% | 0.42% | 0.41% |
Narayana Hrudayalaya Limited Healthcare Services | 0.38% | 0.38% | 0.38% |
IIFL Finance Limited Finance | 0.36% | 0.37% | 0.36% |
PTC Industries Limited Industrial Products | 0.31% | 0.31% | 0.31% |
HBL Engineering Limited Industrial Products | 0.25% | 0.25% | 0.25% |
Syrma SGS Technology Limited Industrial Manufacturing | 0.21% | 0.22% | 0.21% |
Choice International Limited Finance | 0.19% | 0.19% | 0.19% |
Gujarat Mineral Development Corporation Limited Minerals & Mining | 0.16% | 0.17% | 0.16% |
Unique to Axis Nifty500 Momentum 50 Inde
All top holdings are shared with the other fund.
Unique to IB35-Groww Nifty 500 Momentum
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Automobiles22.1% (6)
Finance20.5% (10)
Banks12.1% (7)
Capital Markets6.5% (3)
Non - Ferrous Metals4.6% (1)
Telecom - Services4.4% (1)
Consumer Durables4.0% (1)
Pharmaceuticals & Biotechnology3.5% (2)
Transport Services3.2% (1)
Industrial Products3.1% (3)
Electrical Equipment2.7% (2)
Healthcare Services2.6% (3)
Insurance1.8% (1)
Financial Technology (Fintech)1.7% (1)
Retailing1.6% (1)
Transport Infrastructure1.4% (1)
Fertilizers & Agrochemicals1.3% (1)
Chemicals & Petrochemicals1.0% (1)
Beverages0.7% (1)
Auto Components0.4% (1)
Industrial Manufacturing0.2% (1)
Minerals & Mining0.2% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.