Axis Retirement Fund - Aggressive Plan vs EDELWEISS LARGE CAP FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

49.6%High Overlap
41 common stocksRank #10656 / 20,000

Investor takeaway: At 49.6% 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 (41)

StockWt% in Axis Retirement Fund - AggressWt% in EDELWEISS LARGE CAPOverlap
HDFC Bank Limited
Banks
5.55%7.59%5.55%
Reliance Industries Limited
Petroleum Products
5.54%5.51%5.51%
ICICI Bank Limited
Banks
4.90%6.63%4.90%
State Bank of India
Banks
3.73%3.98%3.73%
Larsen & Toubro Limited
Construction
3.17%4.35%3.17%
Infosys Limited
IT - Software
3.38%2.78%2.78%
Bharti Airtel Limited
Telecom - Services
2.67%3.61%2.67%
Mahindra & Mahindra Limited
Automobiles
2.25%3.22%2.25%
Bajaj Finance Limited
Finance
1.93%3.30%1.93%
NTPC Limited
Power
1.72%2.23%1.72%
Pidilite Industries Limited
Chemicals & Petrochemicals
1.91%1.03%1.03%
Apollo Hospitals Enterprise Limited
Healthcare Services
0.99%1.81%0.99%
HDFC Life Insurance Company Limited
Insurance
0.96%1.45%0.96%
Titan Company Limited
Consumer Durables
0.86%2.09%0.86%
Tata Consultancy Services Limited
IT - Software
0.83%1.11%0.83%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.75%1.18%0.75%
GE Vernova T&D India Limited
Electrical Equipment
0.73%1.20%0.73%
Eternal Limited
Retailing
0.78%0.71%0.71%
Britannia Industries Limited
Food Products
0.80%0.68%0.68%
InterGlobe Aviation Limited
Transport Services
0.65%0.83%0.65%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.77%0.63%0.63%
Samvardhana Motherson International Limited
Auto Components
0.88%0.62%0.62%
Tech Mahindra Limited
IT - Software
0.61%1.04%0.61%
Tata Steel Limited
Ferrous Metals
0.51%0.57%0.51%
Kotak Mahindra Bank Limited
Banks
1.29%0.49%0.49%
Fortis Healthcare Limited
Healthcare Services
1.29%0.47%0.47%
Cholamandalam Investment and Finance Company Ltd
Finance
0.48%0.47%0.47%
Hindustan Unilever Limited
Diversified FMCG
0.47%0.90%0.47%
Bharat Petroleum Corporation Limited
Petroleum Products
0.41%0.63%0.41%
TVS Motor Company Limited
Automobiles
0.40%0.90%0.40%
ITC Limited
Diversified FMCG
0.34%2.12%0.34%
Avenue Supermarts Limited
Retailing
0.30%0.47%0.30%
Schaeffler India Limited
Auto Components
0.29%1.03%0.29%
Mphasis Limited
IT - Software
0.27%0.63%0.27%
Bank of Baroda
Banks
0.21%1.29%0.21%
Hindalco Industries Limited
Non - Ferrous Metals
0.20%0.75%0.20%
Axis Bank Limited
Banks
0.19%2.53%0.19%
HCL Technologies Limited
IT - Software
0.11%0.42%0.11%
Oil & Natural Gas Corporation Limited
Oil
0.07%0.65%0.07%
Power Grid Corporation of India Limited
Power
0.06%0.51%0.06%
Nestle India Limited
Food Products
0.06%0.72%0.06%

Unique to Axis Retirement Fund - Aggress

  • Divi's Laboratories Limited1.95%

Unique to EDELWEISS LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
15.1% (6)
Petroleum Products
5.9% (2)
IT - Software
4.6% (5)
Construction
3.2% (1)
Telecom - Services
2.7% (1)
Automobiles
2.6% (2)
Finance
2.4% (2)
Power
1.8% (2)
Healthcare Services
1.5% (2)
Chemicals & Petrochemicals
1.0% (1)
Retailing
1.0% (2)
Insurance
1.0% (1)
Auto Components
0.9% (2)
Consumer Durables
0.9% (1)
Diversified FMCG
0.8% (2)
Pharmaceuticals & Biotechnology
0.8% (1)
Food Products
0.7% (2)
Electrical Equipment
0.7% (1)
Transport Services
0.7% (1)
Agricultural, Commercial & Construction Vehicles
0.6% (1)
Ferrous Metals
0.5% (1)
Non - Ferrous Metals
0.2% (1)
Oil
0.1% (1)

More comparisons for Axis Retirement Fund - Aggress

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