Axis Retirement Fund - Aggressive Plan vs Mirae Asset Large Cap Fund

Axis vs Mirae· Portfolio Overlap Analysis

45.1%High Overlap

35 common stocksRank #15902 / 20,000

Investor takeaway: At 45.1% 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 Mirae Asset Large Cap	Overlap
HDFC Bank Limited Banks	5.55%	9.54%	5.55%
Reliance Industries Limited Petroleum Products	5.54%	4.99%	4.99%
ICICI Bank Limited Banks	4.90%	8.49%	4.90%
State Bank of India Banks	3.73%	3.66%	3.66%
Infosys Limited IT - Software	3.38%	4.28%	3.38%
Larsen & Toubro Limited Construction	3.17%	3.99%	3.17%
Bharti Airtel Limited Telecom - Services	2.67%	4.55%	2.67%
Mahindra & Mahindra Limited Automobiles	2.25%	2.05%	2.05%
NTPC Limited Power	1.72%	1.45%	1.45%
Kotak Mahindra Bank Limited Banks	1.29%	1.75%	1.29%
Apollo Hospitals Enterprise Limited Healthcare Services	0.99%	1.45%	0.99%
Titan Company Limited Consumer Durables	0.86%	0.99%	0.86%
Bajaj Finance Limited Finance	1.93%	0.84%	0.84%
Tata Consultancy Services Limited IT - Software	0.83%	2.94%	0.83%
Britannia Industries Limited Food Products	0.80%	1.16%	0.80%
Eternal Limited Retailing	0.78%	2.47%	0.78%
Shriram Finance Limited Finance	0.83%	0.77%	0.77%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.75%	1.37%	0.75%
Varun Beverages Limited Beverages	0.74%	1.37%	0.74%
Solar Industries India Limited Chemicals & Petrochemicals	1.71%	0.70%	0.70%
Pidilite Industries Limited Chemicals & Petrochemicals	1.91%	0.60%	0.60%
InterGlobe Aviation Limited Transport Services	0.65%	0.50%	0.50%
Hindustan Unilever Limited Diversified FMCG	0.47%	0.92%	0.47%
Sona BLW Precision Forgings Limited Auto Components	0.46%	0.77%	0.46%
Bharat Electronics Limited Aerospace & Defense	0.63%	0.36%	0.36%
ITC Limited Diversified FMCG	0.34%	3.12%	0.34%
Avenue Supermarts Limited Retailing	0.30%	0.50%	0.30%
Mphasis Limited IT - Software	0.27%	0.58%	0.27%
Tata Steel Limited Ferrous Metals	0.51%	0.19%	0.19%
Axis Bank Limited Banks	0.19%	3.62%	0.19%
IndusInd Bank Limited Banks	0.10%	0.81%	0.10%
Titagarh Rail Systems Limited Industrial Manufacturing	0.09%	0.23%	0.09%
Oil & Natural Gas Corporation Limited Oil	0.07%	0.57%	0.07%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.95%	0.01%	0.01%
Cipla Limited Pharmaceuticals & Biotechnology	0.49%	0.00%	0.00%

Unique to Axis Retirement Fund - Aggress

All top holdings are shared with the other fund.

Unique to Mirae Asset Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

15.7% (6)

Petroleum Products

5.0% (1)

IT - Software

4.5% (3)

Construction

3.2% (1)

Telecom - Services

2.7% (1)

Automobiles

2.0% (1)

Finance

1.6% (2)

Power

1.4% (1)

Chemicals & Petrochemicals

1.3% (2)

Retailing

1.1% (2)

Healthcare Services

1.0% (1)

Consumer Durables

0.9% (1)

Diversified FMCG

0.8% (2)

Food Products

0.8% (1)

Pharmaceuticals & Biotechnology

0.8% (3)

Beverages

0.7% (1)

Transport Services

0.5% (1)

Auto Components

0.5% (1)

Aerospace & Defense

0.4% (1)

Ferrous Metals

0.2% (1)

Industrial Manufacturing

0.1% (1)

Oil

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 Mirae Asset Large Cap

vs HDFC NIFTY 50 ETF68.5% · 33 stocks
vs HDFC Nifty 50 Index68.5% · 33 stocks
vs ICICI Prudential Nifty 50 ETF68.5% · 33 stocks
vs Mirae Asset Nifty 50 ETF68.5% · 33 stocks
vs SBI Nifty Index68.5% · 33 stocks

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