Axis Retirement Fund - Aggressive Plan vs NIPPON INDIA LARGE CAP FUND

Axis vs Nippon· Portfolio Overlap Analysis

46.1%High Overlap

34 common stocksRank #14455 / 20,000

Investor takeaway: At 46.1% 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 (34)

Stock	Wt% in Axis Retirement Fund - Aggress	Wt% in NIPPON INDIA LARGE CAP	Overlap
HDFC Bank Limited Banks	5.55%	8.82%	5.55%
Reliance Industries Limited Petroleum Products	5.54%	5.30%	5.30%
ICICI Bank Limited Banks	4.90%	7.02%	4.90%
State Bank of India Banks	3.73%	3.99%	3.73%
Larsen & Toubro Limited Construction	3.17%	4.24%	3.17%
Infosys Limited IT - Software	3.38%	2.94%	2.94%
Mahindra & Mahindra Limited Automobiles	2.25%	2.44%	2.25%
Bajaj Finance Limited Finance	1.93%	2.80%	1.93%
NTPC Limited Power	1.72%	2.48%	1.72%
Kotak Mahindra Bank Limited Banks	1.29%	2.02%	1.29%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.95%	1.07%	1.07%
Samvardhana Motherson International Limited Auto Components	0.88%	1.65%	0.88%
Tata Consultancy Services Limited IT - Software	0.83%	2.41%	0.83%
Eternal Limited Retailing	0.78%	1.10%	0.78%
HDFC Life Insurance Company Limited Insurance	0.96%	0.77%	0.77%
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles	0.77%	0.99%	0.77%
GE Vernova T&D India Limited Electrical Equipment	0.73%	2.82%	0.73%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.75%	0.71%	0.71%
InterGlobe Aviation Limited Transport Services	0.65%	1.07%	0.65%
Mankind Pharma Limited Pharmaceuticals & Biotechnology	0.82%	0.64%	0.64%
Tata Power Company Limited Power	0.64%	1.65%	0.64%
Tech Mahindra Limited IT - Software	0.61%	0.66%	0.61%
Tata Steel Limited Ferrous Metals	0.51%	1.28%	0.51%
Cipla Limited Pharmaceuticals & Biotechnology	0.49%	0.84%	0.49%
Cholamandalam Investment and Finance Company Ltd Finance	0.48%	0.91%	0.48%
Hindustan Unilever Limited Diversified FMCG	0.47%	2.29%	0.47%
Varun Beverages Limited Beverages	0.74%	0.46%	0.46%
Dixon Technologies (India) Limited Consumer Durables	0.46%	0.36%	0.36%
ITC Limited Diversified FMCG	0.34%	2.61%	0.34%
Avenue Supermarts Limited Retailing	0.30%	1.90%	0.30%
Linde India Limited Chemicals & Petrochemicals	0.77%	0.28%	0.28%
Hyundai Motor India Ltd Automobiles	0.22%	0.71%	0.22%
Axis Bank Limited Banks	0.19%	4.20%	0.19%
HCL Technologies Limited IT - Software	0.11%	0.97%	0.11%

Unique to Axis Retirement Fund - Aggress

Bharti Airtel Limited2.67%

Unique to NIPPON INDIA LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

15.7% (5)

Petroleum Products

5.3% (1)

IT - Software

4.5% (4)

Construction

3.2% (1)

Pharmaceuticals & Biotechnology

2.9% (4)

Automobiles

2.5% (2)

Finance

2.4% (2)

Power

2.4% (2)

Retailing

1.1% (2)

Auto Components

0.9% (1)

Diversified FMCG

0.8% (2)

Insurance

0.8% (1)

Agricultural, Commercial & Construction Vehicles

0.8% (1)

Electrical Equipment

0.7% (1)

Transport Services

0.7% (1)

Ferrous Metals

0.5% (1)

Beverages

0.5% (1)

Consumer Durables

0.4% (1)

Chemicals & Petrochemicals

0.3% (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 NIPPON INDIA LARGE CAP

vs CANARA ROBECO LARGE CAP66.2% · 35 stocks
vs Parag Parikh Large Cap65.6% · 46 stocks
vs Axis Nifty 100 Index65.6% · 46 stocks
vs HDFC NIFTY 100 ETF65.6% · 46 stocks
vs ICICI Prudential Nifty 100 ETF65.6% · 46 stocks

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