Axis Value Fund vs NIPPON INDIA LARGE CAP FUND
Axis vs Nippon· Portfolio Overlap Analysis
45.8%High Overlap
30 common stocksRank #14906 / 20,000
Investor takeaway: At 45.8% 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 (30)
| Stock | Wt% in Axis Value | Wt% in NIPPON INDIA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.11% | 7.02% | 6.11% |
HDFC Bank Limited Banks | 6.00% | 8.82% | 6.00% |
Reliance Industries Limited Petroleum Products | 4.25% | 5.30% | 4.25% |
State Bank of India Banks | 3.90% | 3.99% | 3.90% |
Infosys Limited IT - Software | 2.60% | 2.94% | 2.60% |
NTPC Limited Power | 2.62% | 2.48% | 2.48% |
Larsen & Toubro Limited Construction | 2.42% | 4.24% | 2.42% |
Mahindra & Mahindra Limited Automobiles | 2.21% | 2.44% | 2.21% |
Kotak Mahindra Bank Limited Banks | 1.51% | 2.02% | 1.51% |
GE Vernova T&D India Limited Electrical Equipment | 1.44% | 2.82% | 1.44% |
UltraTech Cement Limited Cement & Cement Products | 1.33% | 1.42% | 1.33% |
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles | 1.16% | 0.99% | 0.99% |
SBI Life Insurance Company Limited Insurance | 0.95% | 1.25% | 0.95% |
Vedanta Limited Diversified Metals | 1.32% | 0.92% | 0.92% |
Cholamandalam Investment and Finance Company Ltd Finance | 0.79% | 0.91% | 0.79% |
HDFC Life Insurance Company Limited Insurance | 1.16% | 0.77% | 0.77% |
Lupin Limited Pharmaceuticals & Biotechnology | 0.74% | 1.05% | 0.74% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.84% | 0.71% | 0.71% |
Hyundai Motor India Ltd Automobiles | 0.98% | 0.71% | 0.71% |
Tata Consultancy Services Limited IT - Software | 0.67% | 2.41% | 0.67% |
Tech Mahindra Limited IT - Software | 1.48% | 0.66% | 0.66% |
Samvardhana Motherson International Limited Auto Components | 0.55% | 1.65% | 0.55% |
ITC Limited Diversified FMCG | 0.53% | 2.61% | 0.53% |
Vishal Mega Mart Limited Retailing | 0.52% | 0.69% | 0.52% |
Bajaj Finance Limited Finance | 0.49% | 2.80% | 0.49% |
Varun Beverages Limited Beverages | 0.90% | 0.46% | 0.46% |
Maruti Suzuki India Limited Automobiles | 0.42% | 2.31% | 0.42% |
Tata Steel Limited Ferrous Metals | 0.39% | 1.28% | 0.39% |
Cipla Limited Pharmaceuticals & Biotechnology | 0.19% | 0.84% | 0.19% |
Dixon Technologies (India) Limited Consumer Durables | 0.07% | 0.36% | 0.07% |
Unique to Axis Value
- Bharti Airtel Limited2.65%
- Shriram Finance Limited2.21%
Unique to NIPPON INDIA LARGE CAP
- Axis Bank Limited4.20%
Sector Overlap Breakdown
Banks17.5% (4)
Petroleum Products4.3% (1)
IT - Software3.9% (3)
Automobiles3.3% (3)
Power2.5% (1)
Construction2.4% (1)
Insurance1.7% (2)
Pharmaceuticals & Biotechnology1.6% (3)
Electrical Equipment1.4% (1)
Cement & Cement Products1.3% (1)
Finance1.3% (2)
Agricultural, Commercial & Construction Vehicles1.0% (1)
Diversified Metals0.9% (1)
Auto Components0.6% (1)
Diversified FMCG0.5% (1)
Retailing0.5% (1)
Beverages0.5% (1)
Ferrous Metals0.4% (1)
Consumer Durables0.1% (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 NIPPON INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP66.2% · 35 stocks
- vs Parag Parikh Large Cap65.6% · 46 stocks
- vs Axis Nifty 100 Index65.6% · 46 stocks
- vs HDFC NIFTY 100 ETF65.6% · 46 stocks
- vs ICICI Prudential Nifty 100 ETF65.6% · 46 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.