Axis Value Fund vs LIC MF LARGE CAP FUND
Axis vs LIC· Portfolio Overlap Analysis
44.9%High Overlap
28 common stocksRank #16229 / 20,000
Investor takeaway: At 44.9% 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 (28)
| Stock | Wt% in Axis Value | Wt% in LIC MF LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.11% | 8.03% | 6.11% |
HDFC Bank Limited Banks | 6.00% | 9.31% | 6.00% |
Reliance Industries Limited Petroleum Products | 4.25% | 6.45% | 4.25% |
State Bank of India Banks | 3.90% | 3.32% | 3.32% |
Bharti Airtel Limited Telecom - Services | 2.65% | 4.06% | 2.65% |
Infosys Limited IT - Software | 2.60% | 2.73% | 2.60% |
Larsen & Toubro Limited Construction | 2.42% | 5.64% | 2.42% |
Mahindra & Mahindra Limited Automobiles | 2.21% | 2.16% | 2.16% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.84% | 2.08% | 1.84% |
Bharat Electronics Limited Aerospace & Defense | 1.52% | 1.75% | 1.52% |
Kotak Mahindra Bank Limited Banks | 1.51% | 1.54% | 1.51% |
UltraTech Cement Limited Cement & Cement Products | 1.33% | 1.48% | 1.33% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.06% | 1.62% | 1.06% |
Hyundai Motor India Ltd Automobiles | 0.98% | 0.98% | 0.98% |
SBI Life Insurance Company Limited Insurance | 0.95% | 1.92% | 0.95% |
Shriram Finance Limited Finance | 2.21% | 0.92% | 0.92% |
Varun Beverages Limited Beverages | 0.90% | 0.88% | 0.88% |
Fortis Healthcare Limited Healthcare Services | 1.45% | 0.67% | 0.67% |
Tata Consultancy Services Limited IT - Software | 0.67% | 1.42% | 0.67% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.16% | 0.65% | 0.65% |
ITC Limited Diversified FMCG | 0.53% | 2.57% | 0.53% |
Ujjivan Small Finance Bank Limited Banks | 0.68% | 0.47% | 0.47% |
Hindustan Aeronautics Limited Aerospace & Defense | 0.46% | 0.90% | 0.46% |
Maruti Suzuki India Limited Automobiles | 0.42% | 1.24% | 0.42% |
K.P.R. Mill Limited Textiles & Apparels | 0.22% | 0.39% | 0.22% |
Cipla Limited Pharmaceuticals & Biotechnology | 0.19% | 0.93% | 0.19% |
Cholamandalam Investment and Finance Company Ltd Finance | 0.79% | 0.12% | 0.12% |
LG Electronics India Ltd Consumer Durables | 0.51% | 0.02% | 0.02% |
Unique to Axis Value
- NTPC Limited2.62%
Unique to LIC MF LARGE CAP
- Axis Bank Ltd.2.79%
- Hindustan Unilever Ltd.2.55%
Sector Overlap Breakdown
Banks17.4% (5)
Petroleum Products4.3% (1)
Automobiles3.6% (3)
IT - Software3.3% (2)
Telecom - Services2.6% (1)
Construction2.4% (1)
Pharmaceuticals & Biotechnology2.0% (2)
Aerospace & Defense2.0% (2)
Healthcare Services1.7% (2)
Cement & Cement Products1.3% (1)
Finance1.0% (2)
Insurance0.9% (1)
Beverages0.9% (1)
Agricultural, Commercial & Construction Vehicles0.7% (1)
Diversified FMCG0.5% (1)
Textiles & Apparels0.2% (1)
Consumer Durables0.0% (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 LIC MF LARGE CAP
- vs HDFC NIFTY 50 ETF65.4% · 27 stocks
- vs HDFC Nifty 50 Index65.4% · 27 stocks
- vs ICICI Prudential Nifty 50 ETF65.4% · 27 stocks
- vs Mirae Asset Nifty 50 ETF65.4% · 27 stocks
- vs SBI Nifty Index65.4% · 27 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.