Axis Value Fund vs Mirae Asset Aggressive Hybrid Fund

Axis vs Mirae· Portfolio Overlap Analysis

45.9%High Overlap
37 common stocksRank #14695 / 20,000

Investor takeaway: At 45.9% 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 (37)

StockWt% in Axis ValueWt% in Mirae Asset Aggressive HybridOverlap
HDFC Bank Limited
Banks
6.00%6.92%6.00%
ICICI Bank Limited
Banks
6.11%4.26%4.26%
State Bank of India
Banks
3.90%4.89%3.90%
Reliance Industries Limited
Petroleum Products
4.25%2.96%2.96%
Bharti Airtel Limited
Telecom - Services
2.65%2.99%2.65%
Larsen & Toubro Limited
Construction
2.42%2.71%2.42%
NTPC Limited
Power
2.62%2.12%2.12%
Infosys Limited
IT - Software
2.60%1.84%1.84%
Shriram Finance Limited
Finance
2.21%1.66%1.66%
Mahindra & Mahindra Limited
Automobiles
2.21%1.61%1.61%
TVS Motor Company Limited
Automobiles
1.11%1.25%1.11%
Multi Commodity Exchange of India Limited
Capital Markets
1.21%1.10%1.10%
Laurus Labs Limited
Pharmaceuticals & Biotechnology
0.96%1.12%0.96%
Bharat Electronics Limited
Aerospace & Defense
1.52%0.94%0.94%
IndusInd Bank Limited
Banks
1.02%0.90%0.90%
Vedanta Limited
Diversified Metals
1.32%0.88%0.88%
Varun Beverages Limited
Beverages
0.90%0.88%0.88%
SBI Life Insurance Company Limited
Insurance
0.95%0.87%0.87%
Tata Consultancy Services Limited
IT - Software
0.67%1.44%0.67%
Sona BLW Precision Forgings Limited
Auto Components
1.33%0.56%0.56%
Indus Towers Limited
Telecom - Services
0.91%0.56%0.56%
Bharat Petroleum Corporation Limited
Petroleum Products
1.18%0.53%0.53%
ITC Limited
Diversified FMCG
0.53%1.10%0.53%
UltraTech Cement Limited
Cement & Cement Products
1.33%0.51%0.51%
Oil & Natural Gas Corporation Limited
Oil
0.56%0.51%0.51%
Krishna Institute Of Medical Sciences Limited
Healthcare Services
0.56%0.51%0.51%
LG Electronics India Ltd
Consumer Durables
0.51%0.78%0.51%
Craftsman Automation Limited
Auto Components
0.58%0.49%0.49%
Bajaj Finance Limited
Finance
0.49%0.88%0.49%
Vishal Mega Mart Limited
Retailing
0.52%0.46%0.46%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.84%0.42%0.42%
Maruti Suzuki India Limited
Automobiles
0.42%0.62%0.42%
Kotak Mahindra Bank Limited
Banks
1.51%0.39%0.39%
Tata Steel Limited
Ferrous Metals
0.39%0.97%0.39%
Bharat Heavy Electricals Limited
Electrical Equipment
0.88%0.35%0.35%
Hindalco Industries Limited
Non - Ferrous Metals
0.28%0.55%0.28%
Brigade Enterprises Limited
Realty
0.27%0.47%0.27%

Unique to Axis Value

All top holdings are shared with the other fund.

Unique to Mirae Asset Aggressive Hybrid

  • Axis Bank Ltd.2.84%

Sector Overlap Breakdown

Banks
15.4% (5)
Petroleum Products
3.5% (2)
Telecom - Services
3.2% (2)
Automobiles
3.1% (3)
IT - Software
2.5% (2)
Construction
2.4% (1)
Finance
2.1% (2)
Power
2.1% (1)
Pharmaceuticals & Biotechnology
1.4% (2)
Capital Markets
1.1% (1)
Auto Components
1.1% (2)
Aerospace & Defense
0.9% (1)
Diversified Metals
0.9% (1)
Beverages
0.9% (1)
Insurance
0.9% (1)
Diversified FMCG
0.5% (1)
Cement & Cement Products
0.5% (1)
Oil
0.5% (1)
Healthcare Services
0.5% (1)
Consumer Durables
0.5% (1)
Retailing
0.5% (1)
Ferrous Metals
0.4% (1)
Electrical Equipment
0.3% (1)
Non - Ferrous Metals
0.3% (1)
Realty
0.3% (1)

More comparisons for Axis Value

More comparisons for Mirae Asset Aggressive Hybrid

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