Axis Retirement Fund - Dynamic Plan vs Mahindra Manulife Large Cap Fund
Axis vs Mahindra· Portfolio Overlap Analysis
45.0%High Overlap
28 common stocksRank #16022 / 20,000
Investor takeaway: At 45.0% 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 (28)
| Stock | Wt% in Axis Retirement Fund - Dynamic | Wt% in Mahindra Manulife Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 6.08% | 8.55% | 6.08% |
ICICI Bank Limited Banks | 5.97% | 9.06% | 5.97% |
Reliance Industries Limited Petroleum Products | 5.55% | 7.77% | 5.55% |
State Bank of India Banks | 3.69% | 3.83% | 3.69% |
Infosys Limited IT - Software | 3.50% | 4.41% | 3.50% |
Larsen & Toubro Limited Construction | 3.26% | 4.33% | 3.26% |
Bharti Airtel Limited Telecom - Services | 2.81% | 3.90% | 2.81% |
Mahindra & Mahindra Limited Automobiles | 2.26% | 2.62% | 2.26% |
Pidilite Industries Limited Chemicals & Petrochemicals | 2.30% | 1.41% | 1.41% |
Kotak Mahindra Bank Limited Banks | 1.34% | 1.77% | 1.34% |
NTPC Limited Power | 1.30% | 2.17% | 1.30% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.30% | 0.87% | 0.87% |
Titan Company Limited Consumer Durables | 0.87% | 1.89% | 0.87% |
Shriram Finance Limited Finance | 0.85% | 1.80% | 0.85% |
Britannia Industries Limited Food Products | 0.80% | 1.42% | 0.80% |
Tata Consultancy Services Limited IT - Software | 0.79% | 3.29% | 0.79% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 0.76% | 1.08% | 0.76% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 0.76% | 1.45% | 0.76% |
Hindustan Unilever Limited Diversified FMCG | 0.51% | 3.00% | 0.51% |
Avenue Supermarts Limited Retailing | 0.37% | 1.46% | 0.37% |
ICICI Prudential Life Insurance Company Limited Insurance | 0.33% | 1.48% | 0.33% |
Jubilant Foodworks Limited Leisure Services | 0.25% | 0.88% | 0.25% |
Hyundai Motor India Ltd Automobiles | 0.21% | 0.88% | 0.21% |
Axis Bank Limited Banks | 0.19% | 4.28% | 0.19% |
Oil & Natural Gas Corporation Limited Oil | 0.12% | 1.46% | 0.12% |
IndusInd Bank Limited Banks | 0.10% | 1.44% | 0.10% |
Nestle India Limited Food Products | 0.05% | 1.02% | 0.05% |
Power Grid Corporation of India Limited Power | 0.01% | 0.49% | 0.01% |
Unique to Axis Retirement Fund - Dynamic
- Bajaj Finance Limited1.96%
Unique to Mahindra Manulife Large Cap
- Bajaj Finserv Limited4.73%
Sector Overlap Breakdown
Banks17.4% (6)
Petroleum Products5.5% (1)
IT - Software4.3% (2)
Construction3.3% (1)
Telecom - Services2.8% (1)
Automobiles2.5% (2)
Pharmaceuticals & Biotechnology1.6% (2)
Chemicals & Petrochemicals1.4% (1)
Power1.3% (2)
Consumer Durables0.9% (1)
Finance0.8% (1)
Food Products0.8% (2)
Agricultural, Commercial & Construction Vehicles0.8% (1)
Diversified FMCG0.5% (1)
Retailing0.4% (1)
Insurance0.3% (1)
Leisure Services0.3% (1)
Oil0.1% (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 Mahindra Manulife Large Cap
- vs Mahindra Manulife Flexi Cap64.6% · 31 stocks
- vs HDFC NIFTY 50 ETF64.1% · 23 stocks
- vs HDFC Nifty 50 Index64.1% · 23 stocks
- vs ICICI Prudential Nifty 50 ETF64.1% · 23 stocks
- vs Mirae Asset Nifty 50 ETF64.1% · 23 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.