Axis Value Fund vs Mirae Asset Large Cap Fund
Axis vs Mirae· Portfolio Overlap Analysis
45.0%High Overlap
31 common stocksRank #16111 / 20,000
Investor takeaway: At 45.0% 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)
| Stock | Wt% in Axis Value | Wt% in Mirae Asset Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.11% | 8.49% | 6.11% |
HDFC Bank Limited Banks | 6.00% | 9.54% | 6.00% |
Reliance Industries Limited Petroleum Products | 4.25% | 4.99% | 4.25% |
State Bank of India Banks | 3.90% | 3.66% | 3.66% |
Bharti Airtel Limited Telecom - Services | 2.65% | 4.55% | 2.65% |
Infosys Limited IT - Software | 2.60% | 4.28% | 2.60% |
Larsen & Toubro Limited Construction | 2.42% | 3.99% | 2.42% |
Mahindra & Mahindra Limited Automobiles | 2.21% | 2.05% | 2.05% |
Kotak Mahindra Bank Limited Banks | 1.51% | 1.75% | 1.51% |
NTPC Limited Power | 2.62% | 1.45% | 1.45% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.84% | 1.37% | 1.37% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.06% | 1.45% | 1.06% |
SBI Life Insurance Company Limited Insurance | 0.95% | 1.02% | 0.95% |
Varun Beverages Limited Beverages | 0.90% | 1.37% | 0.90% |
IndusInd Bank Limited Banks | 1.02% | 0.81% | 0.81% |
Shriram Finance Limited Finance | 2.21% | 0.77% | 0.77% |
Sona BLW Precision Forgings Limited Auto Components | 1.33% | 0.77% | 0.77% |
Tata Consultancy Services Limited IT - Software | 0.67% | 2.94% | 0.67% |
Vedanta Limited Diversified Metals | 1.32% | 0.66% | 0.66% |
Solar Industries India Limited Chemicals & Petrochemicals | 0.57% | 0.70% | 0.57% |
Jindal Steel Limited Ferrous Metals | 1.02% | 0.56% | 0.56% |
Oil & Natural Gas Corporation Limited Oil | 0.56% | 0.57% | 0.56% |
ITC Limited Diversified FMCG | 0.53% | 3.12% | 0.53% |
Bajaj Finance Limited Finance | 0.49% | 0.84% | 0.49% |
Maruti Suzuki India Limited Automobiles | 0.42% | 2.37% | 0.42% |
LG Electronics India Ltd Consumer Durables | 0.51% | 0.37% | 0.37% |
Bharat Electronics Limited Aerospace & Defense | 1.52% | 0.36% | 0.36% |
UltraTech Cement Limited Cement & Cement Products | 1.33% | 0.26% | 0.26% |
Tata Steel Limited Ferrous Metals | 0.39% | 0.19% | 0.19% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.87% | 0.00% | 0.00% |
Cipla Limited Pharmaceuticals & Biotechnology | 0.19% | 0.00% | 0.00% |
Unique to Axis Value
All top holdings are shared with the other fund.
Unique to Mirae Asset Large Cap
- Axis Bank Ltd.3.62%
Sector Overlap Breakdown
Banks18.1% (5)
Petroleum Products4.3% (1)
IT - Software3.3% (2)
Telecom - Services2.6% (1)
Automobiles2.5% (2)
Construction2.4% (1)
Power1.4% (1)
Pharmaceuticals & Biotechnology1.4% (3)
Finance1.3% (2)
Healthcare Services1.1% (1)
Insurance0.9% (1)
Beverages0.9% (1)
Auto Components0.8% (1)
Ferrous Metals0.8% (2)
Diversified Metals0.7% (1)
Chemicals & Petrochemicals0.6% (1)
Oil0.6% (1)
Diversified FMCG0.5% (1)
Consumer Durables0.4% (1)
Aerospace & Defense0.4% (1)
Cement & Cement Products0.3% (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 Mirae Asset Large Cap
- vs HDFC NIFTY 50 ETF68.5% · 33 stocks
- vs HDFC Nifty 50 Index68.5% · 33 stocks
- vs ICICI Prudential Nifty 50 ETF68.5% · 33 stocks
- vs Mirae Asset Nifty 50 ETF68.5% · 33 stocks
- vs SBI Nifty Index68.5% · 33 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.