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

Axis vs Mirae· Portfolio Overlap Analysis

47.5%High Overlap

35 common stocksRank #12655 / 20,000

Investor takeaway: At 47.5% 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 (35)

Stock	Wt% in Axis Retirement Fund - Dynamic	Wt% in Mirae Asset Large Cap	Overlap
HDFC Bank Limited Banks	6.08%	9.54%	6.08%
ICICI Bank Limited Banks	5.97%	8.49%	5.97%
Reliance Industries Limited Petroleum Products	5.55%	4.99%	4.99%
State Bank of India Banks	3.69%	3.66%	3.66%
Infosys Limited IT - Software	3.50%	4.28%	3.50%
Larsen & Toubro Limited Construction	3.26%	3.99%	3.26%
Bharti Airtel Limited Telecom - Services	2.81%	4.55%	2.81%
Mahindra & Mahindra Limited Automobiles	2.26%	2.05%	2.05%
Kotak Mahindra Bank Limited Banks	1.34%	1.75%	1.34%
NTPC Limited Power	1.30%	1.45%	1.30%
Apollo Hospitals Enterprise Limited Healthcare Services	1.08%	1.45%	1.08%
Titan Company Limited Consumer Durables	0.87%	0.99%	0.87%
Bajaj Finance Limited Finance	1.96%	0.84%	0.84%
Varun Beverages Limited Beverages	0.84%	1.37%	0.84%
Britannia Industries Limited Food Products	0.80%	1.16%	0.80%
Tata Consultancy Services Limited IT - Software	0.79%	2.94%	0.79%
Shriram Finance Limited Finance	0.85%	0.77%	0.77%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.76%	1.37%	0.76%
Eternal Limited Retailing	0.75%	2.47%	0.75%
SBI Life Insurance Company Limited Insurance	0.67%	1.02%	0.67%
Pidilite Industries Limited Chemicals & Petrochemicals	2.30%	0.60%	0.60%
Sona BLW Precision Forgings Limited Auto Components	0.54%	0.77%	0.54%
Hindustan Unilever Limited Diversified FMCG	0.51%	0.92%	0.51%
InterGlobe Aviation Limited Transport Services	0.64%	0.50%	0.50%
Mphasis Limited IT - Software	0.45%	0.58%	0.45%
ITC Limited Diversified FMCG	0.37%	3.12%	0.37%
Avenue Supermarts Limited Retailing	0.37%	0.50%	0.37%
Bharat Electronics Limited Aerospace & Defense	0.69%	0.36%	0.36%
Tata Steel Limited Ferrous Metals	0.48%	0.19%	0.19%
Axis Bank Limited Banks	0.19%	3.62%	0.19%
Oil & Natural Gas Corporation Limited Oil	0.12%	0.57%	0.12%
IndusInd Bank Limited Banks	0.10%	0.81%	0.10%
Titagarh Rail Systems Limited Industrial Manufacturing	0.09%	0.23%	0.09%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.30%	0.01%	0.01%
Cipla Limited Pharmaceuticals & Biotechnology	0.52%	0.00%	0.00%

Unique to Axis Retirement Fund - Dynamic

All top holdings are shared with the other fund.

Unique to Mirae Asset Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

17.3% (6)

Petroleum Products

5.0% (1)

IT - Software

4.7% (3)

Construction

3.3% (1)

Telecom - Services

2.8% (1)

Automobiles

2.0% (1)

Finance

1.6% (2)

Power

1.3% (1)

Retailing

1.1% (2)

Healthcare Services

1.1% (1)

Diversified FMCG

0.9% (2)

Consumer Durables

0.9% (1)

Beverages

0.8% (1)

Food Products

0.8% (1)

Pharmaceuticals & Biotechnology

0.8% (3)

Insurance

0.7% (1)

Chemicals & Petrochemicals

0.6% (1)

Auto Components

0.5% (1)

Transport Services

0.5% (1)

Aerospace & Defense

0.4% (1)

Ferrous Metals

0.2% (1)

Oil

0.1% (1)

Industrial Manufacturing

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 Large Cap

vs HDFC NIFTY 50 ETF68.5% · 33 stocks
vs HDFC Nifty 50 Index68.5% · 33 stocks
vs ICICI Prudential Nifty 50 ETF68.5% · 33 stocks
vs Mirae Asset Nifty 50 ETF68.5% · 33 stocks
vs SBI Nifty Index68.5% · 33 stocks

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