Axis Retirement Fund - Dynamic Plan vs Mirae Asset Flexi Cap Fund

Axis vs Mirae· Portfolio Overlap Analysis

45.1%High Overlap

36 common stocksRank #15907 / 20,000

Investor takeaway: At 45.1% 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 (36)

Stock	Wt% in Axis Retirement Fund - Dynamic	Wt% in Mirae Asset Flexi Cap	Overlap
HDFC Bank Limited Banks	6.08%	6.63%	6.08%
ICICI Bank Limited Banks	5.97%	4.82%	4.82%
Reliance Industries Limited Petroleum Products	5.55%	4.26%	4.26%
State Bank of India Banks	3.69%	3.74%	3.69%
Bharti Airtel Limited Telecom - Services	2.81%	2.57%	2.57%
Larsen & Toubro Limited Construction	3.26%	2.42%	2.42%
Infosys Limited IT - Software	3.50%	2.32%	2.32%
Mahindra & Mahindra Limited Automobiles	2.26%	1.71%	1.71%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.30%	1.47%	1.30%
CG Power and Industrial Solutions Limited Electrical Equipment	1.00%	1.51%	1.00%
Bajaj Finance Limited Finance	1.96%	0.92%	0.92%
Mankind Pharma Limited Pharmaceuticals & Biotechnology	0.91%	1.23%	0.91%
NTPC Limited Power	1.30%	0.89%	0.89%
Titan Company Limited Consumer Durables	0.87%	1.16%	0.87%
JK Cement Limited Cement & Cement Products	0.87%	1.04%	0.87%
Britannia Industries Limited Food Products	0.80%	1.05%	0.80%
Tata Consultancy Services Limited IT - Software	0.79%	1.36%	0.79%
Sundaram Finance Limited Finance	0.87%	0.78%	0.78%
The Phoenix Mills Limited Realty	0.78%	1.25%	0.78%
Eternal Limited Retailing	0.75%	0.79%	0.75%
Shriram Finance Limited Finance	0.85%	0.72%	0.72%
Bharat Electronics Limited Aerospace & Defense	0.69%	1.13%	0.69%
SBI Life Insurance Company Limited Insurance	0.67%	1.20%	0.67%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.76%	0.56%	0.56%
InterGlobe Aviation Limited Transport Services	0.64%	0.51%	0.51%
Kotak Mahindra Bank Limited Banks	1.34%	0.48%	0.48%
Hindustan Aeronautics Limited Aerospace & Defense	0.48%	1.05%	0.48%
Bharat Petroleum Corporation Limited Petroleum Products	0.40%	1.02%	0.40%
ITC Limited Diversified FMCG	0.37%	1.06%	0.37%
Bank of Baroda Banks	0.35%	1.01%	0.35%
Brigade Enterprises Limited Realty	0.41%	0.32%	0.32%
Schaeffler India Limited Auto Components	0.30%	1.10%	0.30%
Hindalco Industries Limited Non - Ferrous Metals	0.21%	0.46%	0.21%
Hyundai Motor India Ltd Automobiles	0.21%	0.96%	0.21%
Axis Bank Limited Banks	0.19%	1.99%	0.19%
Oil & Natural Gas Corporation Limited Oil	0.12%	0.78%	0.12%

Unique to Axis Retirement Fund - Dynamic

Pidilite Industries Limited2.30%

Unique to Mirae Asset Flexi Cap

L&T Finance Ltd.1.79%

Sector Overlap Breakdown

Banks

15.6% (6)

Petroleum Products

4.7% (2)

IT - Software

3.1% (2)

Pharmaceuticals & Biotechnology

2.8% (3)

Telecom - Services

2.6% (1)

Construction

2.4% (1)

Finance

2.4% (3)

Automobiles

1.9% (2)

Aerospace & Defense

1.2% (2)

Realty

1.1% (2)

Electrical Equipment

1.0% (1)

Power

0.9% (1)

Consumer Durables

0.9% (1)

Cement & Cement Products

0.9% (1)

Food Products

0.8% (1)

Retailing

0.8% (1)

Insurance

0.7% (1)

Transport Services

0.5% (1)

Diversified FMCG

0.4% (1)

Auto Components

0.3% (1)

Non - Ferrous Metals

0.2% (1)

Oil

0.1% (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 Mirae Asset Flexi Cap

vs CANARA ROBECO LARGE CAP51.6% · 35 stocks
vs SBI BSE 100 ETF51.6% · 44 stocks
vs CANARA ROBECO FLEXICAP51.1% · 33 stocks
vs Axis Nifty 100 Index50.9% · 42 stocks
vs Parag Parikh Large Cap50.9% · 42 stocks

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