Axis Retirement Fund - Dynamic Plan vs LIC MF LARGE CAP FUND

Axis vs LIC· Portfolio Overlap Analysis

48.7%High Overlap

34 common stocksRank #11409 / 20,000

Investor takeaway: At 48.7% 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 - Dynamic	Wt% in LIC MF LARGE CAP	Overlap
HDFC Bank Limited Banks	6.08%	9.31%	6.08%
ICICI Bank Limited Banks	5.97%	8.03%	5.97%
Reliance Industries Limited Petroleum Products	5.55%	6.45%	5.55%
State Bank of India Banks	3.69%	3.32%	3.32%
Larsen & Toubro Limited Construction	3.26%	5.64%	3.26%
Bharti Airtel Limited Telecom - Services	2.81%	4.06%	2.81%
Infosys Limited IT - Software	3.50%	2.73%	2.73%
Mahindra & Mahindra Limited Automobiles	2.26%	2.16%	2.16%
Pidilite Industries Limited Chemicals & Petrochemicals	2.30%	1.53%	1.53%
Kotak Mahindra Bank Limited Banks	1.34%	1.54%	1.34%
Apollo Hospitals Enterprise Limited Healthcare Services	1.08%	1.62%	1.08%
Titan Company Limited Consumer Durables	0.87%	2.01%	0.87%
Shriram Finance Limited Finance	0.85%	0.92%	0.85%
Varun Beverages Limited Beverages	0.84%	0.88%	0.84%
Tata Consultancy Services Limited IT - Software	0.79%	1.42%	0.79%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.76%	2.08%	0.76%
Eternal Limited Retailing	0.75%	1.34%	0.75%
Bharat Electronics Limited Aerospace & Defense	0.69%	1.75%	0.69%
Fortis Healthcare Limited Healthcare Services	1.36%	0.67%	0.67%
SBI Life Insurance Company Limited Insurance	0.67%	1.92%	0.67%
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles	0.76%	0.65%	0.65%
Tata Power Company Limited Power	0.65%	0.81%	0.65%
InterGlobe Aviation Limited Transport Services	0.64%	1.50%	0.64%
United Spirits Limited Beverages	0.78%	0.55%	0.55%
Cipla Limited Pharmaceuticals & Biotechnology	0.52%	0.93%	0.52%
Hindustan Unilever Limited Diversified FMCG	0.51%	2.55%	0.51%
Hindustan Aeronautics Limited Aerospace & Defense	0.48%	0.90%	0.48%
REC Limited Finance	0.47%	1.34%	0.47%
Mphasis Limited IT - Software	0.45%	0.41%	0.41%
ITC Limited Diversified FMCG	0.37%	2.57%	0.37%
Jubilant Foodworks Limited Leisure Services	0.25%	0.75%	0.25%
Hyundai Motor India Ltd Automobiles	0.21%	0.98%	0.21%
Axis Bank Limited Banks	0.19%	2.79%	0.19%
Cholamandalam Investment and Finance Company Ltd Finance	0.47%	0.12%	0.12%

Unique to Axis Retirement Fund - Dynamic

Bajaj Finance Limited1.96%

Unique to LIC MF LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

16.9% (5)

Petroleum Products

5.5% (1)

IT - Software

3.9% (3)

Construction

3.3% (1)

Telecom - Services

2.8% (1)

Automobiles

2.4% (2)

Healthcare Services

1.8% (2)

Chemicals & Petrochemicals

1.5% (1)

Finance

1.4% (3)

Beverages

1.4% (2)

Pharmaceuticals & Biotechnology

1.3% (2)

Aerospace & Defense

1.2% (2)

Diversified FMCG

0.9% (2)

Consumer Durables

0.9% (1)

Retailing

0.8% (1)

Insurance

0.7% (1)

Agricultural, Commercial & Construction Vehicles

0.7% (1)

Power

0.7% (1)

Transport Services

0.6% (1)

Leisure Services

0.3% (1)

More comparisons for Axis Retirement Fund - Dynamic

vs Axis Retirement Fund - Aggress71.5% · 77 stocks
vs Axis Aggressive Hybrid64.7% · 72 stocks
vs Axis Children’s63.5% · 74 stocks
vs Axis Balanced Advantage56.4% · 67 stocks
vs Axis ELSS Tax Saver55.5% · 46 stocks

More comparisons for LIC MF LARGE CAP

vs HDFC NIFTY 50 ETF65.4% · 27 stocks
vs HDFC Nifty 50 Index65.4% · 27 stocks
vs ICICI Prudential Nifty 50 ETF65.4% · 27 stocks
vs Mirae Asset Nifty 50 ETF65.4% · 27 stocks
vs SBI Nifty Index65.4% · 27 stocks

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