Axis Retirement Fund - Dynamic Plan vs EDELWEISS LARGE CAP FUND

Axis vs Edelweiss· Portfolio Overlap Analysis

51.5%High Overlap
41 common stocksRank #8655 / 20,000

Investor takeaway: At 51.5% 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 (41)

StockWt% in Axis Retirement Fund - DynamicWt% in EDELWEISS LARGE CAPOverlap
HDFC Bank Limited
Banks
6.08%7.59%6.08%
ICICI Bank Limited
Banks
5.97%6.63%5.97%
Reliance Industries Limited
Petroleum Products
5.55%5.51%5.51%
State Bank of India
Banks
3.69%3.98%3.69%
Larsen & Toubro Limited
Construction
3.26%4.35%3.26%
Bharti Airtel Limited
Telecom - Services
2.81%3.61%2.81%
Infosys Limited
IT - Software
3.50%2.78%2.78%
Mahindra & Mahindra Limited
Automobiles
2.26%3.22%2.26%
Bajaj Finance Limited
Finance
1.96%3.30%1.96%
NTPC Limited
Power
1.30%2.23%1.30%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.08%1.81%1.08%
Pidilite Industries Limited
Chemicals & Petrochemicals
2.30%1.03%1.03%
HDFC Life Insurance Company Limited
Insurance
1.00%1.45%1.00%
Titan Company Limited
Consumer Durables
0.87%2.09%0.87%
Tata Consultancy Services Limited
IT - Software
0.79%1.11%0.79%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.76%1.18%0.76%
GE Vernova T&D India Limited
Electrical Equipment
0.74%1.20%0.74%
Eternal Limited
Retailing
0.75%0.71%0.71%
Britannia Industries Limited
Food Products
0.80%0.68%0.68%
SBI Life Insurance Company Limited
Insurance
0.67%0.76%0.67%
InterGlobe Aviation Limited
Transport Services
0.64%0.83%0.64%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.76%0.63%0.63%
Samvardhana Motherson International Limited
Auto Components
0.91%0.62%0.62%
Hindustan Unilever Limited
Diversified FMCG
0.51%0.90%0.51%
Kotak Mahindra Bank Limited
Banks
1.34%0.49%0.49%
Tata Steel Limited
Ferrous Metals
0.48%0.57%0.48%
Fortis Healthcare Limited
Healthcare Services
1.36%0.47%0.47%
Cholamandalam Investment and Finance Company Ltd
Finance
0.47%0.47%0.47%
Mphasis Limited
IT - Software
0.45%0.63%0.45%
Bharat Petroleum Corporation Limited
Petroleum Products
0.40%0.63%0.40%
ITC Limited
Diversified FMCG
0.37%2.12%0.37%
Avenue Supermarts Limited
Retailing
0.37%0.47%0.37%
Bank of Baroda
Banks
0.35%1.29%0.35%
Abbott India Limited
Pharmaceuticals & Biotechnology
0.70%0.31%0.31%
Schaeffler India Limited
Auto Components
0.30%1.03%0.30%
Hindalco Industries Limited
Non - Ferrous Metals
0.21%0.75%0.21%
Axis Bank Limited
Banks
0.19%2.53%0.19%
Oil & Natural Gas Corporation Limited
Oil
0.12%0.65%0.12%
HCL Technologies Limited
IT - Software
0.12%0.42%0.12%
Nestle India Limited
Food Products
0.05%0.72%0.05%
Power Grid Corporation of India Limited
Power
0.01%0.51%0.01%

Unique to Axis Retirement Fund - Dynamic

All top holdings are shared with the other fund.

Unique to EDELWEISS LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
16.8% (6)
Petroleum Products
5.9% (2)
IT - Software
4.1% (4)
Construction
3.3% (1)
Telecom - Services
2.8% (1)
Finance
2.4% (2)
Automobiles
2.3% (1)
Insurance
1.7% (2)
Healthcare Services
1.6% (2)
Power
1.3% (2)
Retailing
1.1% (2)
Pharmaceuticals & Biotechnology
1.1% (2)
Chemicals & Petrochemicals
1.0% (1)
Auto Components
0.9% (2)
Diversified FMCG
0.9% (2)
Consumer Durables
0.9% (1)
Electrical Equipment
0.7% (1)
Food Products
0.7% (2)
Transport Services
0.6% (1)
Agricultural, Commercial & Construction Vehicles
0.6% (1)
Ferrous Metals
0.5% (1)
Non - Ferrous Metals
0.2% (1)
Oil
0.1% (1)

More comparisons for Axis Retirement Fund - Dynamic

More comparisons for EDELWEISS LARGE CAP

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