Axis Value Fund vs IB11-Groww ELSS Tax Saver Fund

Axis vs Groww· Portfolio Overlap Analysis

48.1%High Overlap
31 common stocksRank #12152 / 20,000

Investor takeaway: At 48.1% 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 (31)

StockWt% in Axis ValueWt% in IB11-Groww ELSS Tax SaverOverlap
HDFC Bank Limited
Banks
6.00%8.05%6.00%
ICICI Bank Limited
Banks
6.11%5.75%5.75%
Reliance Industries Limited
Petroleum Products
4.25%5.46%4.25%
State Bank of India
Banks
3.90%3.53%3.53%
Bharti Airtel Limited
Telecom - Services
2.65%3.23%2.65%
Infosys Limited
IT - Software
2.60%2.49%2.49%
Larsen & Toubro Limited
Construction
2.42%3.35%2.42%
Mahindra & Mahindra Limited
Automobiles
2.21%2.35%2.21%
Kotak Mahindra Bank Limited
Banks
1.51%2.23%1.51%
Shriram Finance Limited
Finance
2.21%1.36%1.36%
Vedanta Limited
Diversified Metals
1.32%1.33%1.32%
Fortis Healthcare Limited
Healthcare Services
1.45%1.22%1.22%
Multi Commodity Exchange of India Limited
Capital Markets
1.21%1.22%1.21%
The Federal Bank Limited
Banks
1.13%2.11%1.13%
TVS Motor Company Limited
Automobiles
1.11%1.36%1.11%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.84%1.04%1.04%
UltraTech Cement Limited
Cement & Cement Products
1.33%1.00%1.00%
Laurus Labs Limited
Pharmaceuticals & Biotechnology
0.96%1.17%0.96%
Karur Vysya Bank Limited
Banks
0.95%1.76%0.95%
Ashok Leyland Limited
Agricultural, Commercial & Construction Vehicles
0.82%1.43%0.82%
Lupin Limited
Pharmaceuticals & Biotechnology
0.74%1.12%0.74%
NTPC Limited
Power
2.62%0.70%0.70%
Tata Consultancy Services Limited
IT - Software
0.67%1.08%0.67%
ITC Limited
Diversified FMCG
0.53%1.54%0.53%
Bajaj Finance Limited
Finance
0.49%1.67%0.49%
Maruti Suzuki India Limited
Automobiles
0.42%1.77%0.42%
Tata Steel Limited
Ferrous Metals
0.39%1.56%0.39%
Cholamandalam Financial Holdings Limited
Finance
0.37%1.26%0.37%
The Phoenix Mills Limited
Realty
0.64%0.34%0.34%
Hindalco Industries Limited
Non - Ferrous Metals
0.28%1.66%0.28%
Prestige Estates Projects Limited
Realty
0.20%0.84%0.20%

Unique to Axis Value

All top holdings are shared with the other fund.

Unique to IB11-Groww ELSS Tax Saver

  • Axis Bank Limited2.60%

Sector Overlap Breakdown

Banks
18.9% (6)
Petroleum Products
4.3% (1)
Automobiles
3.7% (3)
IT - Software
3.2% (2)
Pharmaceuticals & Biotechnology
2.7% (3)
Telecom - Services
2.6% (1)
Construction
2.4% (1)
Finance
2.2% (3)
Diversified Metals
1.3% (1)
Healthcare Services
1.2% (1)
Capital Markets
1.2% (1)
Cement & Cement Products
1.0% (1)
Agricultural, Commercial & Construction Vehicles
0.8% (1)
Power
0.7% (1)
Realty
0.5% (2)
Diversified FMCG
0.5% (1)
Ferrous Metals
0.4% (1)
Non - Ferrous Metals
0.3% (1)

More comparisons for Axis Value

More comparisons for IB11-Groww ELSS Tax Saver

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