Axis Retirement Fund - Dynamic Plan vs NIPPON INDIA LARGE CAP FUND
Axis vs Nippon· Portfolio Overlap Analysis
47.3%High Overlap
33 common stocksRank #12958 / 20,000
Investor takeaway: At 47.3% 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 (33)
| Stock | Wt% in Axis Retirement Fund - Dynamic | Wt% in NIPPON INDIA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 6.08% | 8.82% | 6.08% |
ICICI Bank Limited Banks | 5.97% | 7.02% | 5.97% |
Reliance Industries Limited Petroleum Products | 5.55% | 5.30% | 5.30% |
State Bank of India Banks | 3.69% | 3.99% | 3.69% |
Larsen & Toubro Limited Construction | 3.26% | 4.24% | 3.26% |
Infosys Limited IT - Software | 3.50% | 2.94% | 2.94% |
Mahindra & Mahindra Limited Automobiles | 2.26% | 2.44% | 2.26% |
Bajaj Finance Limited Finance | 1.96% | 2.80% | 1.96% |
Kotak Mahindra Bank Limited Banks | 1.34% | 2.02% | 1.34% |
NTPC Limited Power | 1.30% | 2.48% | 1.30% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.30% | 1.07% | 1.07% |
Samvardhana Motherson International Limited Auto Components | 0.91% | 1.65% | 0.91% |
Tata Consultancy Services Limited IT - Software | 0.79% | 2.41% | 0.79% |
HDFC Life Insurance Company Limited Insurance | 1.00% | 0.77% | 0.77% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 0.76% | 0.99% | 0.76% |
Eternal Limited Retailing | 0.75% | 1.10% | 0.75% |
GE Vernova T&D India Limited Electrical Equipment | 0.74% | 2.82% | 0.74% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 0.76% | 0.71% | 0.71% |
SBI Life Insurance Company Limited Insurance | 0.67% | 1.25% | 0.67% |
Tata Power Company Limited Power | 0.65% | 1.65% | 0.65% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 0.91% | 0.64% | 0.64% |
InterGlobe Aviation Limited Transport Services | 0.64% | 1.07% | 0.64% |
Cipla Limited Pharmaceuticals & Biotechnology | 0.52% | 0.84% | 0.52% |
Hindustan Unilever Limited Diversified FMCG | 0.51% | 2.29% | 0.51% |
Tata Steel Limited Ferrous Metals | 0.48% | 1.28% | 0.48% |
Cholamandalam Investment and Finance Company Ltd Finance | 0.47% | 0.91% | 0.47% |
Varun Beverages Limited Beverages | 0.84% | 0.46% | 0.46% |
ITC Limited Diversified FMCG | 0.37% | 2.61% | 0.37% |
Avenue Supermarts Limited Retailing | 0.37% | 1.90% | 0.37% |
Dixon Technologies (India) Limited Consumer Durables | 0.53% | 0.36% | 0.36% |
Hyundai Motor India Ltd Automobiles | 0.21% | 0.71% | 0.21% |
Axis Bank Limited Banks | 0.19% | 4.20% | 0.19% |
HCL Technologies Limited IT - Software | 0.12% | 0.97% | 0.12% |
Unique to Axis Retirement Fund - Dynamic
- Bharti Airtel Limited2.81%
- Pidilite Industries Limited2.30%
Unique to NIPPON INDIA LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.3% (5)
Petroleum Products5.3% (1)
IT - Software3.9% (3)
Construction3.3% (1)
Pharmaceuticals & Biotechnology2.9% (4)
Automobiles2.5% (2)
Finance2.4% (2)
Power1.9% (2)
Insurance1.4% (2)
Retailing1.1% (2)
Auto Components0.9% (1)
Diversified FMCG0.9% (2)
Agricultural, Commercial & Construction Vehicles0.8% (1)
Electrical Equipment0.7% (1)
Transport Services0.6% (1)
Ferrous Metals0.5% (1)
Beverages0.5% (1)
Consumer Durables0.4% (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 NIPPON INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP66.2% · 35 stocks
- vs Parag Parikh Large Cap65.6% · 46 stocks
- vs Axis Nifty 100 Index65.6% · 46 stocks
- vs HDFC NIFTY 100 ETF65.6% · 46 stocks
- vs ICICI Prudential Nifty 100 ETF65.6% · 46 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.