Axis Retirement Fund - Aggressive Plan vs CANARA ROBECO LARGE CAP FUND
Axis vs Canara Robeco· Portfolio Overlap Analysis
51.6%High Overlap
38 common stocksRank #8535 / 20,000
Investor takeaway: At 51.6% 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 (38)
| Stock | Wt% in Axis Retirement Fund - Aggress | Wt% in CANARA ROBECO LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 5.55% | 8.87% | 5.55% |
Reliance Industries Limited Petroleum Products | 5.54% | 5.22% | 5.22% |
ICICI Bank Limited Banks | 4.90% | 8.14% | 4.90% |
State Bank of India Banks | 3.73% | 4.59% | 3.73% |
Infosys Limited IT - Software | 3.38% | 3.60% | 3.38% |
Larsen & Toubro Limited Construction | 3.17% | 4.33% | 3.17% |
Bharti Airtel Limited Telecom - Services | 2.67% | 4.25% | 2.67% |
Mahindra & Mahindra Limited Automobiles | 2.25% | 3.32% | 2.25% |
Bajaj Finance Limited Finance | 1.93% | 2.93% | 1.93% |
NTPC Limited Power | 1.72% | 1.50% | 1.50% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.95% | 1.30% | 1.30% |
Kotak Mahindra Bank Limited Banks | 1.29% | 2.27% | 1.29% |
Titan Company Limited Consumer Durables | 0.86% | 1.64% | 0.86% |
Tata Consultancy Services Limited IT - Software | 0.83% | 1.30% | 0.83% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 0.82% | 0.90% | 0.82% |
Samvardhana Motherson International Limited Auto Components | 0.88% | 0.80% | 0.80% |
Britannia Industries Limited Food Products | 0.80% | 0.80% | 0.80% |
Eternal Limited Retailing | 0.78% | 1.81% | 0.78% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 0.75% | 1.50% | 0.75% |
Varun Beverages Limited Beverages | 0.74% | 1.33% | 0.74% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.74% | 1.26% | 0.74% |
United Spirits Limited Beverages | 0.69% | 1.17% | 0.69% |
InterGlobe Aviation Limited Transport Services | 0.65% | 1.24% | 0.65% |
Tata Power Company Limited Power | 0.64% | 0.85% | 0.64% |
Bharat Electronics Limited Aerospace & Defense | 0.63% | 1.61% | 0.63% |
Tech Mahindra Limited IT - Software | 0.61% | 1.29% | 0.61% |
PI Industries Limited Fertilizers & Agrochemicals | 0.59% | 0.75% | 0.59% |
Tata Steel Limited Ferrous Metals | 0.51% | 1.24% | 0.51% |
Cholamandalam Investment and Finance Company Ltd Finance | 0.48% | 1.12% | 0.48% |
Hindustan Aeronautics Limited Aerospace & Defense | 0.47% | 0.91% | 0.47% |
Hindustan Unilever Limited Diversified FMCG | 0.47% | 0.85% | 0.47% |
Shriram Finance Limited Finance | 0.83% | 0.46% | 0.46% |
TVS Motor Company Limited Automobiles | 0.40% | 0.75% | 0.40% |
ITC Limited Diversified FMCG | 0.34% | 1.38% | 0.34% |
Hindalco Industries Limited Non - Ferrous Metals | 0.20% | 0.22% | 0.20% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 0.77% | 0.19% | 0.19% |
Axis Bank Limited Banks | 0.19% | 3.21% | 0.19% |
HCL Technologies Limited IT - Software | 0.11% | 0.40% | 0.11% |
Unique to Axis Retirement Fund - Aggress
All top holdings are shared with the other fund.
Unique to CANARA ROBECO LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks15.7% (5)
Petroleum Products5.2% (1)
IT - Software4.9% (4)
Construction3.2% (1)
Finance2.9% (3)
Pharmaceuticals & Biotechnology2.9% (3)
Telecom - Services2.7% (1)
Automobiles2.6% (2)
Power2.1% (2)
Beverages1.4% (2)
Aerospace & Defense1.1% (2)
Consumer Durables0.9% (1)
Diversified FMCG0.8% (2)
Auto Components0.8% (1)
Food Products0.8% (1)
Retailing0.8% (1)
Electrical Equipment0.7% (1)
Transport Services0.7% (1)
Fertilizers & Agrochemicals0.6% (1)
Ferrous Metals0.5% (1)
Non - Ferrous Metals0.2% (1)
Agricultural, Commercial & Construction Vehicles0.2% (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 LARGE CAP
- vs CANARA ROBECO FLEXICAP74.8% · 49 stocks
- vs Axis Large Cap73.0% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In70.8% · 33 stocks
- vs HDFC NIFTY 50 ETF70.7% · 33 stocks
- vs HDFC Nifty 50 Index70.7% · 33 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.