Axis Retirement Fund - Dynamic Plan vs Motilal Oswal Large Cap Fund
Axis vs Motilal· Portfolio Overlap Analysis
44.5%High Overlap
24 common stocksRank #16854 / 20,000
Investor takeaway: At 44.5% 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 (24)
| Stock | Wt% in Axis Retirement Fund - Dynamic | Wt% in Motilal Oswal Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 6.08% | 8.90% | 6.08% |
ICICI Bank Limited Banks | 5.97% | 6.59% | 5.97% |
Reliance Industries Limited Petroleum Products | 5.55% | 6.23% | 5.55% |
State Bank of India Banks | 3.69% | 3.42% | 3.42% |
Infosys Limited IT - Software | 3.50% | 3.32% | 3.32% |
Larsen & Toubro Limited Construction | 3.26% | 3.43% | 3.26% |
Bharti Airtel Limited Telecom - Services | 2.81% | 4.30% | 2.81% |
Mahindra & Mahindra Limited Automobiles | 2.26% | 2.04% | 2.04% |
Bajaj Finance Limited Finance | 1.96% | 1.54% | 1.54% |
Kotak Mahindra Bank Limited Banks | 1.34% | 1.92% | 1.34% |
NTPC Limited Power | 1.30% | 1.54% | 1.30% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.00% | 1.69% | 1.00% |
Samvardhana Motherson International Limited Auto Components | 0.91% | 1.54% | 0.91% |
Titan Company Limited Consumer Durables | 0.87% | 0.93% | 0.87% |
Varun Beverages Limited Beverages | 0.84% | 1.11% | 0.84% |
Tata Consultancy Services Limited IT - Software | 0.79% | 2.28% | 0.79% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 0.76% | 1.18% | 0.76% |
Eternal Limited Retailing | 0.75% | 0.99% | 0.75% |
SBI Life Insurance Company Limited Insurance | 0.67% | 1.38% | 0.67% |
InterGlobe Aviation Limited Transport Services | 0.64% | 1.19% | 0.64% |
ITC Limited Diversified FMCG | 0.37% | 0.97% | 0.37% |
Axis Bank Limited Banks | 0.19% | 2.28% | 0.19% |
Oil & Natural Gas Corporation Limited Oil | 0.12% | 1.29% | 0.12% |
Power Grid Corporation of India Limited Power | 0.01% | 1.57% | 0.01% |
Unique to Axis Retirement Fund - Dynamic
- Pidilite Industries Limited2.30%
Unique to Motilal Oswal Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.0% (5)
Petroleum Products5.5% (1)
IT - Software4.1% (2)
Construction3.3% (1)
Telecom - Services2.8% (1)
Automobiles2.0% (1)
Finance1.5% (1)
Power1.3% (2)
Electrical Equipment1.0% (1)
Auto Components0.9% (1)
Consumer Durables0.9% (1)
Beverages0.8% (1)
Pharmaceuticals & Biotechnology0.8% (1)
Retailing0.8% (1)
Insurance0.7% (1)
Transport Services0.6% (1)
Diversified FMCG0.4% (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 Motilal Oswal Large Cap
- vs Motilal Oswal Nifty 100 ETF60.0% · 32 stocks
- vs Axis Nifty 100 Index60.0% · 32 stocks
- vs Parag Parikh Large Cap60.0% · 32 stocks
- vs HDFC NIFTY 100 ETF59.9% · 32 stocks
- vs ICICI Prudential Nifty 100 ETF59.9% · 32 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.