Axis Quant Fund vs HDFC NIFTY200 MOMENTUM 30 ETF
Axis vs HDFC· Portfolio Overlap Analysis
43.5%High Overlap
15 common stocksRank #18238 / 20,000
Investor takeaway: At 43.5% 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 (15)
| Stock | Wt% in Axis Quant | Wt% in HDFC NIFTY200 MOMENTUM 30 ETF | Overlap |
|---|---|---|---|
State Bank of India Banks | 6.61% | 6.10% | 6.10% |
Bharti Airtel Limited Telecom - Services | 6.47% | 4.38% | 4.38% |
Eicher Motors Limited Automobiles | 4.01% | 5.36% | 4.01% |
Maruti Suzuki India Limited Automobiles | 3.77% | 4.39% | 3.77% |
TVS Motor Company Limited Automobiles | 3.73% | 4.57% | 3.73% |
Hero MotoCorp Limited Automobiles | 3.50% | 4.13% | 3.50% |
Cummins India Limited Industrial Products | 3.42% | 3.11% | 3.11% |
Muthoot Finance Limited Finance | 3.19% | 3.05% | 3.05% |
Asian Paints Limited Consumer Durables | 3.05% | 4.24% | 3.05% |
Canara Bank Banks | 3.34% | 2.71% | 2.71% |
Indian Bank Banks | 2.07% | 2.04% | 2.04% |
Aditya Birla Capital Limited Finance | 3.25% | 2.00% | 2.00% |
The Federal Bank Limited Banks | 0.96% | 3.27% | 0.96% |
Bajaj Finance Limited Finance | 0.60% | 4.88% | 0.60% |
UPL Limited Fertilizers & Agrochemicals | 0.50% | 1.54% | 0.50% |
Unique to Axis Quant
- Axis Bank Limited5.35%
- HDFC Bank Limited4.40%
- Bharat Petroleum Corporation Limited4.09%
- Bank of Baroda3.50%
Unique to HDFC NIFTY200 MOMENTUM 30 ETF
- Shriram Finance Ltd.5.51%
- Hindalco Industries Ltd.5.19%
Sector Overlap Breakdown
Automobiles15.0% (4)
Banks11.8% (4)
Finance5.7% (3)
Telecom - Services4.4% (1)
Industrial Products3.1% (1)
Consumer Durables3.0% (1)
Fertilizers & Agrochemicals0.5% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.