Axis Retirement Fund - Aggressive Plan vs EDELWEISS FLEXI-CAP FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

45.7%High Overlap

35 common stocksRank #14971 / 20,000

Investor takeaway: At 45.7% 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 (35)

Stock	Wt% in Axis Retirement Fund - Aggress	Wt% in EDELWEISS FLEXI-CAP	Overlap
HDFC Bank Limited Banks	5.55%	6.07%	5.55%
ICICI Bank Limited Banks	4.90%	4.84%	4.84%
State Bank of India Banks	3.73%	3.48%	3.48%
Reliance Industries Limited Petroleum Products	5.54%	3.46%	3.46%
Larsen & Toubro Limited Construction	3.17%	3.23%	3.17%
Bharti Airtel Limited Telecom - Services	2.67%	2.20%	2.20%
Infosys Limited IT - Software	3.38%	2.16%	2.16%
Bajaj Finance Limited Finance	1.93%	1.97%	1.93%
Mahindra & Mahindra Limited Automobiles	2.25%	1.84%	1.84%
NTPC Limited Power	1.72%	3.40%	1.72%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.95%	1.49%	1.49%
Kotak Mahindra Bank Limited Banks	1.29%	1.52%	1.29%
Fortis Healthcare Limited Healthcare Services	1.29%	1.52%	1.29%
Titan Company Limited Consumer Durables	0.86%	1.71%	0.86%
Shriram Finance Limited Finance	0.83%	1.75%	0.83%
Britannia Industries Limited Food Products	0.80%	1.06%	0.80%
Eternal Limited Retailing	0.78%	0.77%	0.77%
The Phoenix Mills Limited Realty	0.77%	0.94%	0.77%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.75%	1.02%	0.75%
GE Vernova T&D India Limited Electrical Equipment	0.73%	0.67%	0.67%
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles	0.77%	0.65%	0.65%
Bharat Electronics Limited Aerospace & Defense	0.63%	1.15%	0.63%
CG Power and Industrial Solutions Limited Electrical Equipment	0.74%	0.60%	0.60%
Tech Mahindra Limited IT - Software	0.61%	0.56%	0.56%
Tata Steel Limited Ferrous Metals	0.51%	2.62%	0.51%
Cholamandalam Investment and Finance Company Ltd Finance	0.48%	0.74%	0.48%
Hindustan Unilever Limited Diversified FMCG	0.47%	0.99%	0.47%
Sundaram Finance Limited Finance	0.84%	0.40%	0.40%
TVS Motor Company Limited Automobiles	0.40%	1.07%	0.40%
Hindustan Aeronautics Limited Aerospace & Defense	0.47%	0.35%	0.35%
Coforge Limited IT - Software	0.23%	0.69%	0.23%
Hindalco Industries Limited Non - Ferrous Metals	0.20%	0.91%	0.20%
Axis Bank Limited Banks	0.19%	0.87%	0.19%
HCL Technologies Limited IT - Software	0.11%	0.69%	0.11%
Dixon Technologies (India) Limited Consumer Durables	0.46%	0.08%	0.08%

Unique to Axis Retirement Fund - Aggress

All top holdings are shared with the other fund.

Unique to EDELWEISS FLEXI-CAP

Ultratech Cement Ltd.2.12%

Sector Overlap Breakdown

Banks

15.3% (5)

Finance

3.6% (4)

Petroleum Products

3.5% (1)

Construction

3.2% (1)

IT - Software

3.1% (4)

Automobiles

2.2% (2)

Pharmaceuticals & Biotechnology

2.2% (2)

Telecom - Services

2.2% (1)

Power

1.7% (1)

Healthcare Services

1.3% (1)

Electrical Equipment

1.3% (2)

Aerospace & Defense

1.0% (2)

Consumer Durables

0.9% (2)

Food Products

0.8% (1)

Retailing

0.8% (1)

Realty

0.8% (1)

Agricultural, Commercial & Construction Vehicles

0.7% (1)

Ferrous Metals

0.5% (1)

Diversified FMCG

0.5% (1)

Non - Ferrous Metals

0.2% (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 EDELWEISS FLEXI-CAP

vs EDELWEISS MULTI CAP65.6% · 74 stocks
vs EDELWEISS ELSS TAX SAVER60.3% · 57 stocks
vs CANARA ROBECO LARGE CAP55.3% · 42 stocks
vs IB11-Groww ELSS Tax Saver55.2% · 41 stocks
vs EDELWEISS LARGE CAP54.5% · 44 stocks

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