Axis Value Fund vs NIPPON INDIA QUANT FUND
Axis vs Nippon· Portfolio Overlap Analysis
46.2%High Overlap
22 common stocksRank #14235 / 20,000
Investor takeaway: At 46.2% 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 (22)
| Stock | Wt% in Axis Value | Wt% in NIPPON INDIA QUANT | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.11% | 7.35% | 6.11% |
HDFC Bank Limited Banks | 6.00% | 5.92% | 5.92% |
Reliance Industries Limited Petroleum Products | 4.25% | 5.95% | 4.25% |
State Bank of India Banks | 3.90% | 6.09% | 3.90% |
Bharti Airtel Limited Telecom - Services | 2.65% | 3.68% | 2.65% |
NTPC Limited Power | 2.62% | 2.72% | 2.62% |
Infosys Limited IT - Software | 2.60% | 3.71% | 2.60% |
Larsen & Toubro Limited Construction | 2.42% | 5.51% | 2.42% |
Shriram Finance Limited Finance | 2.21% | 2.21% | 2.21% |
Mahindra & Mahindra Limited Automobiles | 2.21% | 3.32% | 2.21% |
Bharat Electronics Limited Aerospace & Defense | 1.52% | 3.76% | 1.52% |
Tech Mahindra Limited IT - Software | 1.48% | 2.17% | 1.48% |
GE Vernova T&D India Limited Electrical Equipment | 1.44% | 2.36% | 1.44% |
Vedanta Limited Diversified Metals | 1.32% | 2.43% | 1.32% |
TVS Motor Company Limited Automobiles | 1.11% | 2.58% | 1.11% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.06% | 2.43% | 1.06% |
SBI Life Insurance Company Limited Insurance | 0.95% | 1.81% | 0.95% |
Lupin Limited Pharmaceuticals & Biotechnology | 0.74% | 2.15% | 0.74% |
Bajaj Finance Limited Finance | 0.49% | 2.12% | 0.49% |
Bajaj Auto Limited Automobiles | 0.43% | 1.88% | 0.43% |
Maruti Suzuki India Limited Automobiles | 0.42% | 2.03% | 0.42% |
Tata Steel Limited Ferrous Metals | 0.39% | 2.26% | 0.39% |
Unique to Axis Value
All top holdings are shared with the other fund.
Unique to NIPPON INDIA QUANT
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks15.9% (3)
Petroleum Products4.3% (1)
Automobiles4.2% (4)
IT - Software4.1% (2)
Finance2.7% (2)
Telecom - Services2.6% (1)
Power2.6% (1)
Construction2.4% (1)
Aerospace & Defense1.5% (1)
Electrical Equipment1.4% (1)
Diversified Metals1.3% (1)
Healthcare Services1.1% (1)
Insurance0.9% (1)
Pharmaceuticals & Biotechnology0.7% (1)
Ferrous Metals0.4% (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 QUANT
- vs Kotak Large Cap55.2% · 19 stocks
- vs EDELWEISS LARGE CAP54.4% · 26 stocks
- vs Axis Large Cap54.0% · 21 stocks
- vs HDFC NIFTY 50 ETF53.5% · 21 stocks
- vs HDFC Nifty 50 Index53.5% · 21 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.