Axis Value Fund vs Baroda BNP Paribas ELSS Tax Saver Fund
Axis vs Baroda BNP· Portfolio Overlap Analysis
44.6%High Overlap
25 common stocksRank #16764 / 20,000
Investor takeaway: At 44.6% 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 (25)
| Stock | Wt% in Axis Value | Wt% in Baroda BNP Paribas ELSS Tax Sa | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 6.00% | 6.43% | 6.00% |
ICICI Bank Limited Banks | 6.11% | 5.02% | 5.02% |
Reliance Industries Limited Petroleum Products | 4.25% | 3.93% | 3.93% |
State Bank of India Banks | 3.90% | 3.69% | 3.69% |
Bharti Airtel Limited Telecom - Services | 2.65% | 3.01% | 2.65% |
Larsen & Toubro Limited Construction | 2.42% | 2.65% | 2.42% |
Infosys Limited IT - Software | 2.60% | 2.28% | 2.28% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.84% | 1.95% | 1.84% |
Mahindra & Mahindra Limited Automobiles | 2.21% | 1.69% | 1.69% |
Kotak Mahindra Bank Limited Banks | 1.51% | 1.72% | 1.51% |
Tech Mahindra Limited IT - Software | 1.48% | 2.01% | 1.48% |
NTPC Limited Power | 2.62% | 1.33% | 1.33% |
UltraTech Cement Limited Cement & Cement Products | 1.33% | 1.75% | 1.33% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.16% | 1.84% | 1.16% |
The Federal Bank Limited Banks | 1.13% | 1.65% | 1.13% |
TVS Motor Company Limited Automobiles | 1.11% | 2.58% | 1.11% |
Bharat Electronics Limited Aerospace & Defense | 1.52% | 1.07% | 1.07% |
Tata Capital Limited Finance | 0.89% | 1.47% | 0.89% |
Bharat Heavy Electricals Limited Electrical Equipment | 0.88% | 2.40% | 0.88% |
Cholamandalam Investment and Finance Company Ltd Finance | 0.79% | 1.33% | 0.79% |
Ujjivan Small Finance Bank Limited Banks | 0.68% | 1.44% | 0.68% |
Vishal Mega Mart Limited Retailing | 0.52% | 1.33% | 0.52% |
LG Electronics India Ltd Consumer Durables | 0.51% | 0.79% | 0.51% |
Maruti Suzuki India Limited Automobiles | 0.42% | 2.05% | 0.42% |
Hindalco Industries Limited Non - Ferrous Metals | 0.28% | 2.24% | 0.28% |
Unique to Axis Value
- Shriram Finance Limited2.21%
Unique to Baroda BNP Paribas ELSS Tax Sa
- Hitachi Energy India Limited2.75%
- Cummins India Limited2.46%
Sector Overlap Breakdown
Banks18.0% (6)
Petroleum Products3.9% (1)
IT - Software3.8% (2)
Automobiles3.2% (3)
Telecom - Services2.6% (1)
Construction2.4% (1)
Pharmaceuticals & Biotechnology1.8% (1)
Finance1.7% (2)
Power1.3% (1)
Cement & Cement Products1.3% (1)
Agricultural, Commercial & Construction Vehicles1.2% (1)
Aerospace & Defense1.1% (1)
Electrical Equipment0.9% (1)
Retailing0.5% (1)
Consumer Durables0.5% (1)
Non - Ferrous Metals0.3% (1)
More comparisons for Axis Value
- vs Axis Multicap64.1% · 71 stocks
- vs Axis Large & Mid Cap56.8% · 55 stocks
- vs Axis Retirement Fund - Dynamic55.2% · 50 stocks
- vs Axis ELSS Tax Saver53.9% · 46 stocks
- vs EDELWEISS ELSS TAX SAVER53.4% · 47 stocks
More comparisons for Baroda BNP Paribas ELSS Tax Sa
- vs Baroda BNP Paribas Childrens70.3% · 39 stocks
- vs Baroda BNP Paribas Retirement59.3% · 40 stocks
- vs CANARA ROBECO FLEXICAP52.8% · 30 stocks
- vs PGIM INDIA LARGE CAP52.3% · 27 stocks
- vs CANARA ROBECO LARGE CAP51.6% · 27 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.