Axis Retirement Fund - Aggressive Plan vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Axis vs Nippon· Portfolio Overlap Analysis
45.3%High Overlap
32 common stocksRank #15598 / 20,000
Investor takeaway: At 45.3% 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 (32)
| Stock | Wt% in Axis Retirement Fund - Aggress | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 5.55% | 7.08% | 5.55% |
ICICI Bank Limited Banks | 4.90% | 7.59% | 4.90% |
Reliance Industries Limited Petroleum Products | 5.54% | 4.56% | 4.56% |
State Bank of India Banks | 3.73% | 3.99% | 3.73% |
Larsen & Toubro Limited Construction | 3.17% | 3.62% | 3.17% |
Infosys Limited IT - Software | 3.38% | 2.86% | 2.86% |
Bharti Airtel Limited Telecom - Services | 2.67% | 2.69% | 2.67% |
Mahindra & Mahindra Limited Automobiles | 2.25% | 2.54% | 2.25% |
Bajaj Finance Limited Finance | 1.93% | 2.86% | 1.93% |
NTPC Limited Power | 1.72% | 2.93% | 1.72% |
Samvardhana Motherson International Limited Auto Components | 0.88% | 1.89% | 0.88% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.99% | 0.87% | 0.87% |
Titan Company Limited Consumer Durables | 0.86% | 1.38% | 0.86% |
Shriram Finance Limited Finance | 0.83% | 0.78% | 0.78% |
Eternal Limited Retailing | 0.78% | 1.34% | 0.78% |
Britannia Industries Limited Food Products | 0.80% | 0.77% | 0.77% |
Varun Beverages Limited Beverages | 0.74% | 1.15% | 0.74% |
United Spirits Limited Beverages | 0.69% | 1.21% | 0.69% |
InterGlobe Aviation Limited Transport Services | 0.65% | 1.54% | 0.65% |
Tata Power Company Limited Power | 0.64% | 0.72% | 0.64% |
Tech Mahindra Limited IT - Software | 0.61% | 1.84% | 0.61% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 0.82% | 0.53% | 0.53% |
Cholamandalam Investment and Finance Company Ltd Finance | 0.48% | 0.96% | 0.48% |
Hindustan Aeronautics Limited Aerospace & Defense | 0.47% | 1.69% | 0.47% |
Dixon Technologies (India) Limited Consumer Durables | 0.46% | 0.97% | 0.46% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.41% | 1.23% | 0.41% |
TVS Motor Company Limited Automobiles | 0.40% | 0.86% | 0.40% |
Kaynes Technology India Limited Industrial Manufacturing | 0.26% | 0.65% | 0.26% |
Coforge Limited IT - Software | 0.23% | 0.34% | 0.23% |
Hindalco Industries Limited Non - Ferrous Metals | 0.20% | 0.44% | 0.20% |
Axis Bank Limited Banks | 0.19% | 3.20% | 0.19% |
Nestle India Limited Food Products | 0.06% | 1.11% | 0.06% |
Unique to Axis Retirement Fund - Aggress
- Divi's Laboratories Limited1.95%
Unique to NIPPON INDIA RETIREMENT FUND -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks14.4% (4)
Petroleum Products5.0% (2)
IT - Software3.7% (3)
Finance3.2% (3)
Construction3.2% (1)
Telecom - Services2.7% (1)
Automobiles2.6% (2)
Power2.4% (2)
Beverages1.4% (2)
Consumer Durables1.3% (2)
Auto Components0.9% (1)
Healthcare Services0.9% (1)
Food Products0.8% (2)
Retailing0.8% (1)
Transport Services0.7% (1)
Pharmaceuticals & Biotechnology0.5% (1)
Aerospace & Defense0.5% (1)
Industrial Manufacturing0.3% (1)
Non - Ferrous Metals0.2% (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 NIPPON INDIA RETIREMENT FUND -
- vs CANARA ROBECO LARGE CAP62.5% · 35 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA59.5% · 36 stocks
- vs CANARA ROBECO FLEXICAP58.5% · 36 stocks
- vs Kotak Large Cap57.6% · 25 stocks
- vs Nippon India Flexi Cap57.1% · 37 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.