Axis Retirement Fund - Aggressive Plan vs PGIM INDIA LARGE CAP FUND
Axis vs PGIM· Portfolio Overlap Analysis
48.0%High Overlap
32 common stocksRank #12296 / 20,000
Investor takeaway: At 48.0% 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 PGIM INDIA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 5.55% | 8.93% | 5.55% |
Reliance Industries Limited Petroleum Products | 5.54% | 6.64% | 5.54% |
ICICI Bank Limited Banks | 4.90% | 7.94% | 4.90% |
Larsen & Toubro Limited Construction | 3.17% | 4.44% | 3.17% |
State Bank of India Banks | 3.73% | 2.91% | 2.91% |
Bharti Airtel Limited Telecom - Services | 2.67% | 4.72% | 2.67% |
Bajaj Finance Limited Finance | 1.93% | 2.94% | 1.93% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.95% | 1.85% | 1.85% |
NTPC Limited Power | 1.72% | 2.13% | 1.72% |
Infosys Limited IT - Software | 3.38% | 1.68% | 1.68% |
Mahindra & Mahindra Limited Automobiles | 2.25% | 1.67% | 1.67% |
Kotak Mahindra Bank Limited Banks | 1.29% | 2.94% | 1.29% |
Samvardhana Motherson International Limited Auto Components | 0.88% | 1.08% | 0.88% |
Titan Company Limited Consumer Durables | 0.86% | 2.30% | 0.86% |
Tata Consultancy Services Limited IT - Software | 0.83% | 2.56% | 0.83% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 0.82% | 1.35% | 0.82% |
Britannia Industries Limited Food Products | 0.80% | 1.28% | 0.80% |
Eternal Limited Retailing | 0.78% | 2.26% | 0.78% |
Solar Industries India Limited Chemicals & Petrochemicals | 1.71% | 0.76% | 0.76% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 0.75% | 0.91% | 0.75% |
HDFC Life Insurance Company Limited Insurance | 0.96% | 0.74% | 0.74% |
Varun Beverages Limited Beverages | 0.74% | 2.11% | 0.74% |
CG Power and Industrial Solutions Limited Electrical Equipment | 0.74% | 1.29% | 0.74% |
United Spirits Limited Beverages | 0.69% | 0.79% | 0.69% |
Bharat Electronics Limited Aerospace & Defense | 0.63% | 0.77% | 0.63% |
Tech Mahindra Limited IT - Software | 0.61% | 1.21% | 0.61% |
Shriram Finance Limited Finance | 0.83% | 0.56% | 0.56% |
Cholamandalam Investment and Finance Company Ltd Finance | 0.48% | 0.54% | 0.48% |
Dixon Technologies (India) Limited Consumer Durables | 0.46% | 0.68% | 0.46% |
TVS Motor Company Limited Automobiles | 0.40% | 2.13% | 0.40% |
ITC Limited Diversified FMCG | 0.34% | 0.75% | 0.34% |
Hindalco Industries Limited Non - Ferrous Metals | 0.20% | 0.65% | 0.20% |
Unique to Axis Retirement Fund - Aggress
All top holdings are shared with the other fund.
Unique to PGIM INDIA LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks14.7% (4)
Petroleum Products5.5% (1)
Pharmaceuticals & Biotechnology3.4% (3)
Construction3.2% (1)
IT - Software3.1% (3)
Finance3.0% (3)
Telecom - Services2.7% (1)
Automobiles2.1% (2)
Power1.7% (1)
Beverages1.4% (2)
Consumer Durables1.3% (2)
Auto Components0.9% (1)
Food Products0.8% (1)
Retailing0.8% (1)
Chemicals & Petrochemicals0.8% (1)
Insurance0.7% (1)
Electrical Equipment0.7% (1)
Aerospace & Defense0.6% (1)
Diversified FMCG0.3% (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 PGIM INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.