Axis Retirement Fund - Aggressive Plan vs CANARA ROBECO FLEXICAP FUND

Axis vs Canara Robeco· Portfolio Overlap Analysis

48.4%High Overlap
38 common stocksRank #11854 / 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 (38)

StockWt% in Axis Retirement Fund - AggressWt% in CANARA ROBECO FLEXICAPOverlap
HDFC Bank Limited
Banks
5.55%7.60%5.55%
ICICI Bank Limited
Banks
4.90%6.59%4.90%
Reliance Industries Limited
Petroleum Products
5.54%3.85%3.85%
State Bank of India
Banks
3.73%3.50%3.50%
Larsen & Toubro Limited
Construction
3.17%3.35%3.17%
Infosys Limited
IT - Software
3.38%2.93%2.93%
Bharti Airtel Limited
Telecom - Services
2.67%3.31%2.67%
Mahindra & Mahindra Limited
Automobiles
2.25%2.67%2.25%
Bajaj Finance Limited
Finance
1.93%2.57%1.93%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.95%1.48%1.48%
NTPC Limited
Power
1.72%1.40%1.40%
Samvardhana Motherson International Limited
Auto Components
0.88%0.93%0.88%
Titan Company Limited
Consumer Durables
0.86%1.48%0.86%
Tata Consultancy Services Limited
IT - Software
0.83%0.85%0.83%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
0.82%0.95%0.82%
Eternal Limited
Retailing
0.78%1.87%0.78%
Solar Industries India Limited
Chemicals & Petrochemicals
1.71%0.77%0.77%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.75%1.60%0.75%
Varun Beverages Limited
Beverages
0.74%1.45%0.74%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.74%1.14%0.74%
GE Vernova T&D India Limited
Electrical Equipment
0.73%1.79%0.73%
InterGlobe Aviation Limited
Transport Services
0.65%1.24%0.65%
Tata Power Company Limited
Power
0.64%0.94%0.64%
Bharat Electronics Limited
Aerospace & Defense
0.63%1.67%0.63%
Tech Mahindra Limited
IT - Software
0.61%1.21%0.61%
PI Industries Limited
Fertilizers & Agrochemicals
0.59%1.05%0.59%
Cholamandalam Investment and Finance Company Ltd
Finance
0.48%1.16%0.48%
Hindustan Aeronautics Limited
Aerospace & Defense
0.47%0.84%0.47%
Hindustan Unilever Limited
Diversified FMCG
0.47%0.59%0.47%
Dixon Technologies (India) Limited
Consumer Durables
0.46%0.55%0.46%
TVS Motor Company Limited
Automobiles
0.40%1.92%0.40%
ITC Limited
Diversified FMCG
0.34%0.98%0.34%
Kotak Mahindra Bank Limited
Banks
1.29%0.31%0.31%
Linde India Limited
Chemicals & Petrochemicals
0.77%0.24%0.24%
Coforge Limited
IT - Software
0.23%0.43%0.23%
Axis Bank Limited
Banks
0.19%2.29%0.19%
HCL Technologies Limited
IT - Software
0.11%0.21%0.11%
Hindalco Industries Limited
Non - Ferrous Metals
0.20%0.01%0.01%

Unique to Axis Retirement Fund - Aggress

All top holdings are shared with the other fund.

Unique to CANARA ROBECO FLEXICAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
14.4% (5)
IT - Software
4.7% (5)
Petroleum Products
3.9% (1)
Construction
3.2% (1)
Pharmaceuticals & Biotechnology
3.0% (3)
Telecom - Services
2.7% (1)
Automobiles
2.6% (2)
Finance
2.4% (2)
Power
2.0% (2)
Electrical Equipment
1.5% (2)
Consumer Durables
1.3% (2)
Aerospace & Defense
1.1% (2)
Chemicals & Petrochemicals
1.0% (2)
Auto Components
0.9% (1)
Diversified FMCG
0.8% (2)
Retailing
0.8% (1)
Beverages
0.7% (1)
Transport Services
0.7% (1)
Fertilizers & Agrochemicals
0.6% (1)
Non - Ferrous Metals
0.0% (1)

More comparisons for Axis Retirement Fund - Aggress

More comparisons for CANARA ROBECO FLEXICAP

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