Axis Value Fund vs Baroda BNP Paribas Large Cap Fund

Axis vs Baroda BNP· Portfolio Overlap Analysis

50.2%High Overlap
29 common stocksRank #10084 / 20,000

Investor takeaway: At 50.2% 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)

StockWt% in Axis ValueWt% in Baroda BNP Paribas Large CapOverlap
HDFC Bank Limited
Banks
6.00%6.66%6.00%
ICICI Bank Limited
Banks
6.11%5.97%5.97%
Reliance Industries Limited
Petroleum Products
4.25%5.99%4.25%
State Bank of India
Banks
3.90%3.52%3.52%
Bharti Airtel Limited
Telecom - Services
2.65%3.91%2.65%
Infosys Limited
IT - Software
2.60%2.48%2.48%
Larsen & Toubro Limited
Construction
2.42%4.67%2.42%
NTPC Limited
Power
2.62%2.21%2.21%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.84%1.84%1.84%
Kotak Mahindra Bank Limited
Banks
1.51%2.83%1.51%
Tech Mahindra Limited
IT - Software
1.48%1.85%1.48%
UltraTech Cement Limited
Cement & Cement Products
1.33%2.08%1.33%
Vedanta Limited
Diversified Metals
1.32%2.45%1.32%
Bharat Petroleum Corporation Limited
Petroleum Products
1.18%1.18%1.18%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
1.16%1.55%1.16%
Bharat Electronics Limited
Aerospace & Defense
1.52%1.14%1.14%
HDFC Life Insurance Company Limited
Insurance
1.16%1.02%1.02%
IndusInd Bank Limited
Banks
1.02%0.98%0.98%
Hyundai Motor India Ltd
Automobiles
0.98%1.37%0.98%
Varun Beverages Limited
Beverages
0.90%0.92%0.90%
Tata Capital Limited
Finance
0.89%1.71%0.89%
Bharat Heavy Electricals Limited
Electrical Equipment
0.88%1.36%0.88%
Bajaj Finserv Limited
Finance
0.84%1.22%0.84%
Tata Consultancy Services Limited
IT - Software
0.67%1.80%0.67%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.87%0.59%0.59%
ITC Limited
Diversified FMCG
0.53%1.50%0.53%
LG Electronics India Ltd
Consumer Durables
0.51%1.14%0.51%
Bajaj Finance Limited
Finance
0.49%1.53%0.49%
Maruti Suzuki India Limited
Automobiles
0.42%1.37%0.42%

Unique to Axis Value

  • Shriram Finance Limited2.21%
  • Mahindra & Mahindra Limited2.21%

Unique to Baroda BNP Paribas Large Cap

  • Hitachi Energy India Limited4.16%

Sector Overlap Breakdown

Banks
18.0% (5)
Petroleum Products
5.4% (2)
IT - Software
4.6% (3)
Telecom - Services
2.6% (1)
Pharmaceuticals & Biotechnology
2.4% (2)
Construction
2.4% (1)
Finance
2.2% (3)
Power
2.2% (1)
Automobiles
1.4% (2)
Cement & Cement Products
1.3% (1)
Diversified Metals
1.3% (1)
Agricultural, Commercial & Construction Vehicles
1.2% (1)
Aerospace & Defense
1.1% (1)
Insurance
1.0% (1)
Beverages
0.9% (1)
Electrical Equipment
0.9% (1)
Diversified FMCG
0.5% (1)
Consumer Durables
0.5% (1)

More comparisons for Axis Value

More comparisons for Baroda BNP Paribas Large Cap

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