Axis Retirement Fund - Aggressive Plan vs ET
Axis vs Canara Robeco· Portfolio Overlap Analysis
50.9%High Overlap
40 common stocksRank #9154 / 20,000
Investor takeaway: At 50.9% 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 (40)
| Stock | Wt% in Axis Retirement Fund - Aggress | Wt% in ET | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 5.55% | 7.19% | 5.55% |
ICICI Bank Limited Banks | 4.90% | 6.76% | 4.90% |
Reliance Industries Limited Petroleum Products | 5.54% | 3.98% | 3.98% |
State Bank of India Banks | 3.73% | 3.78% | 3.73% |
Infosys Limited IT - Software | 3.38% | 3.22% | 3.22% |
Larsen & Toubro Limited Construction | 3.17% | 3.42% | 3.17% |
Bharti Airtel Limited Telecom - Services | 2.67% | 3.12% | 2.67% |
Bajaj Finance Limited Finance | 1.93% | 2.64% | 1.93% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.95% | 1.82% | 1.82% |
NTPC Limited Power | 1.72% | 1.38% | 1.38% |
Mahindra & Mahindra Limited Automobiles | 2.25% | 1.24% | 1.24% |
Samvardhana Motherson International Limited Auto Components | 0.88% | 1.82% | 0.88% |
PNB Housing Finance Limited Finance | 0.87% | 0.98% | 0.87% |
Titan Company Limited Consumer Durables | 0.86% | 1.14% | 0.86% |
HDFC Life Insurance Company Limited Insurance | 0.96% | 0.85% | 0.85% |
Tata Consultancy Services Limited IT - Software | 0.83% | 0.86% | 0.83% |
Eternal Limited Retailing | 0.78% | 1.63% | 0.78% |
The Phoenix Mills Limited Realty | 0.77% | 0.90% | 0.77% |
Linde India Limited Chemicals & Petrochemicals | 0.77% | 0.77% | 0.77% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 0.75% | 1.18% | 0.75% |
Varun Beverages Limited Beverages | 0.74% | 1.09% | 0.74% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.74% | 1.35% | 0.74% |
GE Vernova T&D India Limited Electrical Equipment | 0.73% | 2.31% | 0.73% |
Solar Industries India Limited Chemicals & Petrochemicals | 1.71% | 0.70% | 0.70% |
United Spirits Limited Beverages | 0.69% | 0.89% | 0.69% |
Doms Industries Limited Household Products | 0.69% | 0.96% | 0.69% |
InterGlobe Aviation Limited Transport Services | 0.65% | 1.44% | 0.65% |
Tata Power Company Limited Power | 0.64% | 0.98% | 0.64% |
Bharat Electronics Limited Aerospace & Defense | 0.63% | 1.02% | 0.63% |
Tech Mahindra Limited IT - Software | 0.61% | 0.70% | 0.61% |
Britannia Industries Limited Food Products | 0.80% | 0.54% | 0.54% |
Cholamandalam Investment and Finance Company Ltd Finance | 0.48% | 0.75% | 0.48% |
Hindustan Aeronautics Limited Aerospace & Defense | 0.47% | 0.85% | 0.47% |
TVS Motor Company Limited Automobiles | 0.40% | 1.47% | 0.40% |
ITC Limited Diversified FMCG | 0.34% | 1.11% | 0.34% |
Schaeffler India Limited Auto Components | 0.29% | 1.13% | 0.29% |
Jubilant Foodworks Limited Leisure Services | 0.25% | 0.50% | 0.25% |
Axis Bank Limited Banks | 0.19% | 2.76% | 0.19% |
HCL Technologies Limited IT - Software | 0.11% | 0.84% | 0.11% |
Coal India Limited Consumable Fuels | 0.06% | 1.27% | 0.06% |
Unique to Axis Retirement Fund - Aggress
All top holdings are shared with the other fund.
Unique to ET
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks14.4% (4)
IT - Software4.8% (4)
Petroleum Products4.0% (1)
Finance3.3% (3)
Construction3.2% (1)
Telecom - Services2.7% (1)
Pharmaceuticals & Biotechnology2.6% (2)
Power2.0% (2)
Automobiles1.6% (2)
Chemicals & Petrochemicals1.5% (2)
Electrical Equipment1.5% (2)
Beverages1.4% (2)
Auto Components1.2% (2)
Aerospace & Defense1.1% (2)
Consumer Durables0.9% (1)
Insurance0.8% (1)
Retailing0.8% (1)
Realty0.8% (1)
Household Products0.7% (1)
Transport Services0.7% (1)
Food Products0.5% (1)
Diversified FMCG0.3% (1)
Leisure Services0.3% (1)
Consumable Fuels0.1% (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 ET
- vs CANARA ROBECO FLEXICAP73.8% · 52 stocks
- vs CANARA ROBECO LARGE CAP65.4% · 41 stocks
- vs HDFC NIFTY 100 ETF59.1% · 42 stocks
- vs Axis Nifty 100 Index59.1% · 42 stocks
- vs ICICI Prudential Nifty 100 ETF59.1% · 42 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.