Axis Retirement Fund - Aggressive Plan vs Parag Parikh Large Cap Fund

Axis vs PPFAS· Portfolio Overlap Analysis

51.8%High Overlap

50 common stocksRank #8414 / 20,000

Investor takeaway: At 51.8% 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 (50)

Stock	Wt% in Axis Retirement Fund - Aggress	Wt% in Parag Parikh Large Cap	Overlap
HDFC Bank Limited Banks	5.55%	9.77%	5.55%
Reliance Industries Limited Petroleum Products	5.54%	6.82%	5.54%
ICICI Bank Limited Banks	4.90%	7.17%	4.90%
State Bank of India Banks	3.73%	3.61%	3.61%
Infosys Limited IT - Software	3.38%	3.30%	3.30%
Larsen & Toubro Limited Construction	3.17%	3.64%	3.17%
Bharti Airtel Limited Telecom - Services	2.67%	3.79%	2.67%
Mahindra & Mahindra Limited Automobiles	2.25%	2.20%	2.20%
Bajaj Finance Limited Finance	1.93%	1.92%	1.92%
NTPC Limited Power	1.72%	1.31%	1.31%
Kotak Mahindra Bank Limited Banks	1.29%	2.25%	1.29%
Titan Company Limited Consumer Durables	0.86%	1.29%	0.86%
Shriram Finance Limited Finance	0.83%	1.10%	0.83%
Tata Consultancy Services Limited IT - Software	0.83%	1.95%	0.83%
Eternal Limited Retailing	0.78%	1.28%	0.78%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.75%	1.33%	0.75%
InterGlobe Aviation Limited Transport Services	0.65%	0.79%	0.65%
Bharat Electronics Limited Aerospace & Defense	0.63%	1.15%	0.63%
Tech Mahindra Limited IT - Software	0.61%	0.62%	0.61%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.95%	0.59%	0.59%
Apollo Hospitals Enterprise Limited Healthcare Services	0.99%	0.58%	0.58%
HDFC Life Insurance Company Limited Insurance	0.96%	0.56%	0.56%
Britannia Industries Limited Food Products	0.80%	0.51%	0.51%
Tata Steel Limited Ferrous Metals	0.51%	1.27%	0.51%
Cipla Limited Pharmaceuticals & Biotechnology	0.49%	0.55%	0.49%
Cholamandalam Investment and Finance Company Ltd Finance	0.48%	0.53%	0.48%
Hindustan Aeronautics Limited Aerospace & Defense	0.47%	0.54%	0.47%
Hindustan Unilever Limited Diversified FMCG	0.47%	1.50%	0.47%
Tata Power Company Limited Power	0.64%	0.46%	0.46%
Varun Beverages Limited Beverages	0.74%	0.45%	0.45%
Samvardhana Motherson International Limited Auto Components	0.88%	0.43%	0.43%
Bharat Petroleum Corporation Limited Petroleum Products	0.41%	0.54%	0.41%
TVS Motor Company Limited Automobiles	0.40%	0.66%	0.40%
CG Power and Industrial Solutions Limited Electrical Equipment	0.74%	0.36%	0.36%
Pidilite Industries Limited Chemicals & Petrochemicals	1.91%	0.34%	0.34%
ITC Limited Diversified FMCG	0.34%	2.19%	0.34%
REC Limited Finance	0.44%	0.32%	0.32%
United Spirits Limited Beverages	0.69%	0.30%	0.30%
Avenue Supermarts Limited Retailing	0.30%	0.41%	0.30%
Solar Industries India Limited Chemicals & Petrochemicals	1.71%	0.24%	0.24%
Hyundai Motor India Ltd Automobiles	0.22%	0.23%	0.22%
Bank of Baroda Banks	0.21%	0.43%	0.21%
Hindalco Industries Limited Non - Ferrous Metals	0.20%	0.97%	0.20%
Axis Bank Limited Banks	0.19%	2.91%	0.19%
Zydus Lifesciences Limited Pharmaceuticals & Biotechnology	0.22%	0.17%	0.17%
HCL Technologies Limited IT - Software	0.11%	1.06%	0.11%
Oil & Natural Gas Corporation Limited Oil	0.07%	0.79%	0.07%
Coal India Limited Consumable Fuels	0.06%	0.71%	0.06%
Power Grid Corporation of India Limited Power	0.06%	0.98%	0.06%
Nestle India Limited Food Products	0.06%	0.67%	0.06%

Unique to Axis Retirement Fund - Aggress

All top holdings are shared with the other fund.

Unique to Parag Parikh Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

15.8% (6)

Petroleum Products

6.0% (2)

IT - Software

4.8% (4)

Finance

3.5% (4)

Construction

3.2% (1)

Automobiles

2.8% (3)

Telecom - Services

2.7% (1)

Pharmaceuticals & Biotechnology

2.0% (4)

Power

1.8% (3)

Aerospace & Defense

1.1% (2)

Retailing

1.1% (2)

Consumer Durables

0.9% (1)

Diversified FMCG

0.8% (2)

Beverages

0.8% (2)

Transport Services

0.7% (1)

Healthcare Services

0.6% (1)

Chemicals & Petrochemicals

0.6% (2)

Food Products

0.6% (2)

Insurance

0.6% (1)

Ferrous Metals

0.5% (1)

Auto Components

0.4% (1)

Electrical Equipment

0.4% (1)

Non - Ferrous Metals

0.2% (1)

Oil

0.1% (1)

Consumable Fuels

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 Parag Parikh Large Cap

vs HDFC NIFTY 100 ETF99.8% · 100 stocks
vs ICICI Prudential Nifty 100 ETF99.8% · 100 stocks
vs Axis Nifty 100 Index99.7% · 100 stocks
vs Nippon India ETF Nifty 10099.7% · 100 stocks
vs HDFC NIFTY 100 Index99.7% · 100 stocks

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