Axis Retirement Fund - Dynamic Plan vs PGIM INDIA LARGE CAP FUND
Axis vs PGIM· Portfolio Overlap Analysis
47.8%High Overlap
29 common stocksRank #12388 / 20,000
Investor takeaway: At 47.8% 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 (29)
| Stock | Wt% in Axis Retirement Fund - Dynamic | Wt% in PGIM INDIA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 6.08% | 8.93% | 6.08% |
ICICI Bank Limited Banks | 5.97% | 7.94% | 5.97% |
Reliance Industries Limited Petroleum Products | 5.55% | 6.64% | 5.55% |
Larsen & Toubro Limited Construction | 3.26% | 4.44% | 3.26% |
State Bank of India Banks | 3.69% | 2.91% | 2.91% |
Bharti Airtel Limited Telecom - Services | 2.81% | 4.72% | 2.81% |
Bajaj Finance Limited Finance | 1.96% | 2.94% | 1.96% |
Infosys Limited IT - Software | 3.50% | 1.68% | 1.68% |
Mahindra & Mahindra Limited Automobiles | 2.26% | 1.67% | 1.67% |
Kotak Mahindra Bank Limited Banks | 1.34% | 2.94% | 1.34% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.30% | 1.85% | 1.30% |
NTPC Limited Power | 1.30% | 2.13% | 1.30% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.00% | 1.29% | 1.00% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 0.91% | 1.35% | 0.91% |
Samvardhana Motherson International Limited Auto Components | 0.91% | 1.08% | 0.91% |
Titan Company Limited Consumer Durables | 0.87% | 2.30% | 0.87% |
Varun Beverages Limited Beverages | 0.84% | 2.11% | 0.84% |
Britannia Industries Limited Food Products | 0.80% | 1.28% | 0.80% |
Tata Consultancy Services Limited IT - Software | 0.79% | 2.56% | 0.79% |
United Spirits Limited Beverages | 0.78% | 0.79% | 0.78% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 0.76% | 0.91% | 0.76% |
Eternal Limited Retailing | 0.75% | 2.26% | 0.75% |
HDFC Life Insurance Company Limited Insurance | 1.00% | 0.74% | 0.74% |
Bharat Electronics Limited Aerospace & Defense | 0.69% | 0.77% | 0.69% |
Shriram Finance Limited Finance | 0.85% | 0.56% | 0.56% |
Dixon Technologies (India) Limited Consumer Durables | 0.53% | 0.68% | 0.53% |
Cholamandalam Investment and Finance Company Ltd Finance | 0.47% | 0.54% | 0.47% |
ITC Limited Diversified FMCG | 0.37% | 0.75% | 0.37% |
Hindalco Industries Limited Non - Ferrous Metals | 0.21% | 0.65% | 0.21% |
Unique to Axis Retirement Fund - Dynamic
- Pidilite Industries Limited2.30%
Unique to PGIM INDIA LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks16.3% (4)
Petroleum Products5.5% (1)
Construction3.3% (1)
Finance3.0% (3)
Pharmaceuticals & Biotechnology3.0% (3)
Telecom - Services2.8% (1)
IT - Software2.5% (2)
Automobiles1.7% (1)
Beverages1.6% (2)
Consumer Durables1.4% (2)
Power1.3% (1)
Electrical Equipment1.0% (1)
Auto Components0.9% (1)
Food Products0.8% (1)
Retailing0.8% (1)
Insurance0.7% (1)
Aerospace & Defense0.7% (1)
Diversified FMCG0.4% (1)
Non - Ferrous Metals0.2% (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 PGIM INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.