Axis Retirement Fund - Aggressive Plan vs EDELWEISS BALANCED ADVANTAGE FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

46.4%High Overlap

50 common stocksRank #14010 / 20,000

Investor takeaway: At 46.4% 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 (50)

Stock	Wt% in Axis Retirement Fund - Aggress	Wt% in EDELWEISS BALANCED ADVANTAGE	Overlap
ICICI Bank Limited Banks	4.90%	4.86%	4.86%
Reliance Industries Limited Petroleum Products	5.54%	4.27%	4.27%
HDFC Bank Limited Banks	5.55%	3.74%	3.74%
Larsen & Toubro Limited Construction	3.17%	3.08%	3.08%
State Bank of India Banks	3.73%	2.85%	2.85%
Bharti Airtel Limited Telecom - Services	2.67%	2.86%	2.67%
Infosys Limited IT - Software	3.38%	2.48%	2.48%
Bajaj Finance Limited Finance	1.93%	1.83%	1.83%
Mahindra & Mahindra Limited Automobiles	2.25%	1.48%	1.48%
NTPC Limited Power	1.72%	1.10%	1.10%
Apollo Hospitals Enterprise Limited Healthcare Services	0.99%	0.88%	0.88%
Titan Company Limited Consumer Durables	0.86%	1.05%	0.86%
Tata Consultancy Services Limited IT - Software	0.83%	1.41%	0.83%
Pidilite Industries Limited Chemicals & Petrochemicals	1.91%	0.77%	0.77%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.75%	1.10%	0.75%
GE Vernova T&D India Limited Electrical Equipment	0.73%	1.17%	0.73%
Eternal Limited Retailing	0.78%	0.70%	0.70%
Minda Corporation Limited Auto Components	1.02%	0.69%	0.69%
Britannia Industries Limited Food Products	0.80%	0.66%	0.66%
Kotak Mahindra Bank Limited Banks	1.29%	0.62%	0.62%
Fortis Healthcare Limited Healthcare Services	1.29%	0.61%	0.61%
Tech Mahindra Limited IT - Software	0.61%	1.16%	0.61%
Premier Energies Limited Electrical Equipment	0.60%	0.69%	0.60%
HDFC Life Insurance Company Limited Insurance	0.96%	0.56%	0.56%
Tata Steel Limited Ferrous Metals	0.51%	0.78%	0.51%
InterGlobe Aviation Limited Transport Services	0.65%	0.50%	0.50%
Jyoti CNC Automation Ltd Industrial Manufacturing	0.62%	0.50%	0.50%
Cholamandalam Investment and Finance Company Ltd Finance	0.48%	1.10%	0.48%
Hindustan Unilever Limited Diversified FMCG	0.47%	0.77%	0.47%
Samvardhana Motherson International Limited Auto Components	0.88%	0.46%	0.46%
Shriram Finance Limited Finance	0.83%	0.45%	0.45%
CG Power and Industrial Solutions Limited Electrical Equipment	0.74%	0.42%	0.42%
Bharat Petroleum Corporation Limited Petroleum Products	0.41%	0.41%	0.41%
REC Limited Finance	0.44%	0.40%	0.40%
TVS Motor Company Limited Automobiles	0.40%	2.55%	0.40%
ITC Limited Diversified FMCG	0.34%	1.52%	0.34%
United Spirits Limited Beverages	0.69%	0.31%	0.31%
Avenue Supermarts Limited Retailing	0.30%	0.70%	0.30%
Schaeffler India Limited Auto Components	0.29%	0.39%	0.29%
Mphasis Limited IT - Software	0.27%	0.48%	0.27%
Dixon Technologies (India) Limited Consumer Durables	0.46%	0.26%	0.26%
Kaynes Technology India Limited Industrial Manufacturing	0.26%	0.39%	0.26%
Brigade Enterprises Limited Realty	0.40%	0.25%	0.25%
The Phoenix Mills Limited Realty	0.77%	0.24%	0.24%
Hindalco Industries Limited Non - Ferrous Metals	0.20%	0.96%	0.20%
Axis Bank Limited Banks	0.19%	1.58%	0.19%
HCL Technologies Limited IT - Software	0.11%	1.23%	0.11%
Union Bank of India Banks	0.07%	0.52%	0.07%
Oil & Natural Gas Corporation Limited Oil	0.07%	0.43%	0.07%
PI Industries Limited Fertilizers & Agrochemicals	0.59%	0.05%	0.05%

Unique to Axis Retirement Fund - Aggress

Divi's Laboratories Limited1.95%

Unique to EDELWEISS BALANCED ADVANTAGE

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

12.3% (6)

Petroleum Products

4.7% (2)

IT - Software

4.3% (5)

Finance

3.2% (4)

Construction

3.1% (1)

Telecom - Services

2.7% (1)

Automobiles

1.9% (2)

Electrical Equipment

1.8% (3)

Healthcare Services

1.5% (2)

Auto Components

1.4% (3)

Consumer Durables

1.1% (2)

Power

1.1% (1)

Retailing

1.0% (2)

Diversified FMCG

0.8% (2)

Chemicals & Petrochemicals

0.8% (1)

Industrial Manufacturing

0.8% (2)

Pharmaceuticals & Biotechnology

0.8% (1)

Food Products

0.7% (1)

Insurance

0.6% (1)

Ferrous Metals

0.5% (1)

Transport Services

0.5% (1)

Realty

0.5% (2)

Beverages

0.3% (1)

Non - Ferrous Metals

0.2% (1)

Oil

0.1% (1)

Fertilizers & Agrochemicals

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 EDELWEISS BALANCED ADVANTAGE

vs EDELWEISS LARGE CAP58.3% · 55 stocks
vs IB33-GROWW NIFTY 200 ETF57.5% · 78 stocks
vs ADITYA BIRLA SUN LIFE MSCI IND56.4% · 73 stocks
vs Kotak MSCI India ETF56.4% · 73 stocks
vs DSP MSCI India ETF56.2% · 73 stocks

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