Axis Value Fund vs Mahindra Manulife Large Cap Fund
Axis vs Mahindra· Portfolio Overlap Analysis
46.9%High Overlap
24 common stocksRank #13406 / 20,000
Investor takeaway: At 46.9% 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 (24)
| Stock | Wt% in Axis Value | Wt% in Mahindra Manulife Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.11% | 9.06% | 6.11% |
HDFC Bank Limited Banks | 6.00% | 8.55% | 6.00% |
Reliance Industries Limited Petroleum Products | 4.25% | 7.77% | 4.25% |
State Bank of India Banks | 3.90% | 3.83% | 3.83% |
Bharti Airtel Limited Telecom - Services | 2.65% | 3.90% | 2.65% |
Infosys Limited IT - Software | 2.60% | 4.41% | 2.60% |
Larsen & Toubro Limited Construction | 2.42% | 4.33% | 2.42% |
Mahindra & Mahindra Limited Automobiles | 2.21% | 2.62% | 2.21% |
NTPC Limited Power | 2.62% | 2.17% | 2.17% |
Shriram Finance Limited Finance | 2.21% | 1.80% | 1.80% |
Kotak Mahindra Bank Limited Banks | 1.51% | 1.77% | 1.51% |
Tech Mahindra Limited IT - Software | 1.48% | 1.55% | 1.48% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.16% | 1.45% | 1.16% |
TVS Motor Company Limited Automobiles | 1.11% | 1.39% | 1.11% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.84% | 1.08% | 1.08% |
IndusInd Bank Limited Banks | 1.02% | 1.44% | 1.02% |
Indus Towers Limited Telecom - Services | 0.91% | 1.29% | 0.91% |
Tata Capital Limited Finance | 0.89% | 1.05% | 0.89% |
Hyundai Motor India Ltd Automobiles | 0.98% | 0.88% | 0.88% |
Bajaj Finserv Limited Finance | 0.84% | 4.73% | 0.84% |
Tata Consultancy Services Limited IT - Software | 0.67% | 3.29% | 0.67% |
Oil & Natural Gas Corporation Limited Oil | 0.56% | 1.46% | 0.56% |
LG Electronics India Ltd Consumer Durables | 0.51% | 0.65% | 0.51% |
K.P.R. Mill Limited Textiles & Apparels | 0.22% | 0.46% | 0.22% |
Unique to Axis Value
All top holdings are shared with the other fund.
Unique to Mahindra Manulife Large Cap
- Axis Bank Limited4.28%
Sector Overlap Breakdown
Banks18.5% (5)
IT - Software4.8% (3)
Petroleum Products4.3% (1)
Automobiles4.2% (3)
Telecom - Services3.6% (2)
Finance3.5% (3)
Construction2.4% (1)
Power2.2% (1)
Agricultural, Commercial & Construction Vehicles1.2% (1)
Pharmaceuticals & Biotechnology1.1% (1)
Oil0.6% (1)
Consumer Durables0.5% (1)
Textiles & Apparels0.2% (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 Mahindra Manulife Large Cap
- vs Mahindra Manulife Flexi Cap64.6% · 31 stocks
- vs HDFC NIFTY 50 ETF64.1% · 23 stocks
- vs HDFC Nifty 50 Index64.1% · 23 stocks
- vs ICICI Prudential Nifty 50 ETF64.1% · 23 stocks
- vs Mirae Asset Nifty 50 ETF64.1% · 23 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.