Axis Retirement Fund - Aggressive Plan vs CANARA ROBECO BALANCED ADVANTAGE FUND

Axis vs Canara Robeco· Portfolio Overlap Analysis

44.6%High Overlap

36 common stocksRank #16810 / 20,000

Investor takeaway: At 44.6% 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 (36)

Stock	Wt% in Axis Retirement Fund - Aggress	Wt% in CANARA ROBECO BALANCED ADVANTA	Overlap
HDFC Bank Limited Banks	5.55%	7.39%	5.55%
Reliance Industries Limited Petroleum Products	5.54%	5.30%	5.30%
ICICI Bank Limited Banks	4.90%	4.32%	4.32%
State Bank of India Banks	3.73%	3.43%	3.43%
Larsen & Toubro Limited Construction	3.17%	3.56%	3.17%
Bharti Airtel Limited Telecom - Services	2.67%	2.96%	2.67%
Infosys Limited IT - Software	3.38%	2.20%	2.20%
Mahindra & Mahindra Limited Automobiles	2.25%	1.87%	1.87%
Bajaj Finance Limited Finance	1.93%	1.36%	1.36%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.95%	1.06%	1.06%
Samvardhana Motherson International Limited Auto Components	0.88%	1.21%	0.88%
Shriram Finance Limited Finance	0.83%	1.19%	0.83%
Eternal Limited Retailing	0.78%	1.42%	0.78%
Tata Consultancy Services Limited IT - Software	0.83%	0.74%	0.74%
Varun Beverages Limited Beverages	0.74%	1.03%	0.74%
Britannia Industries Limited Food Products	0.80%	0.72%	0.72%
United Spirits Limited Beverages	0.69%	0.79%	0.69%
CG Power and Industrial Solutions Limited Electrical Equipment	0.74%	0.66%	0.66%
InterGlobe Aviation Limited Transport Services	0.65%	0.84%	0.65%
Tata Power Company Limited Power	0.64%	1.09%	0.64%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.75%	0.63%	0.63%
Bharat Electronics Limited Aerospace & Defense	0.63%	1.09%	0.63%
Tech Mahindra Limited IT - Software	0.61%	0.84%	0.61%
PNB Housing Finance Limited Finance	0.87%	0.57%	0.57%
Arvind Fashions Limited Retailing	0.57%	0.54%	0.54%
Hindustan Aeronautics Limited Aerospace & Defense	0.47%	0.63%	0.47%
NTPC Limited Power	1.72%	0.44%	0.44%
Bharat Petroleum Corporation Limited Petroleum Products	0.41%	0.53%	0.41%
Brigade Enterprises Limited Realty	0.40%	0.59%	0.40%
Awfis Space Solutions Limited Commercial Services & Supplies	0.38%	0.49%	0.38%
ITC Limited Diversified FMCG	0.34%	1.12%	0.34%
Jubilant Foodworks Limited Leisure Services	0.25%	0.55%	0.25%
Hindalco Industries Limited Non - Ferrous Metals	0.20%	0.55%	0.20%
TVS Motor Company Limited Automobiles	0.40%	0.19%	0.19%
Axis Bank Limited Banks	0.19%	2.58%	0.19%
Coal India Limited Consumable Fuels	0.06%	1.44%	0.06%

Unique to Axis Retirement Fund - Aggress

All top holdings are shared with the other fund.

Unique to CANARA ROBECO BALANCED ADVANTA

Power Finance Corporation Ltd2.32%

Sector Overlap Breakdown

Banks

13.5% (4)

Petroleum Products

5.7% (2)

IT - Software

3.5% (3)

Construction

3.2% (1)

Finance

2.8% (3)

Telecom - Services

2.7% (1)

Automobiles

2.1% (2)

Pharmaceuticals & Biotechnology

1.7% (2)

Beverages

1.4% (2)

Retailing

1.3% (2)

Aerospace & Defense

1.1% (2)

Power

1.1% (2)

Auto Components

0.9% (1)

Food Products

0.7% (1)

Electrical Equipment

0.7% (1)

Transport Services

0.7% (1)

Realty

0.4% (1)

Commercial Services & Supplies

0.4% (1)

Diversified FMCG

0.3% (1)

Leisure Services

0.3% (1)

Non - Ferrous Metals

0.2% (1)

Consumable Fuels

0.1% (1)

More comparisons for Axis Retirement Fund - Aggress

vs Axis Retirement Fund - Dynamic71.5% · 77 stocks
vs Axis Aggressive Hybrid63.7% · 69 stocks
vs Axis Children’s62.5% · 72 stocks
vs Axis Balanced Advantage56.6% · 68 stocks
vs Axis ELSS Tax Saver54.1% · 49 stocks

More comparisons for CANARA ROBECO BALANCED ADVANTA

vs ET56.6% · 40 stocks
vs CANARA ROBECO FLEXICAP53.3% · 37 stocks
vs CANARA ROBECO LARGE CAP53.0% · 33 stocks
vs CANARA ROBECO VALUE53.0% · 35 stocks
vs HDFC NIFTY 100 ETF51.6% · 37 stocks

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