Axis Aggressive Hybrid Fund vs Axis Children’s Fund

Portfolio Overlap Analysis · Axis vs Axis

66.2%

High Overlap

80 common stocks · Rank #1486 of 95,528 pairs

Fund A

Axis Aggressive Hybrid Fund

Axis · Aggressive Hybrid

Fund B

Axis Children’s Fund

Axis · Equity - Other

Common Holdings (80)

Stock	Wt% in Axis Aggressive Hybrid	Wt% in Axis Children’s	Overlap
Reliance Industries Limited Petroleum Products	5.19%	5.03%	5.03%
HDFC Bank Limited Banks	5.43%	4.99%	4.99%
ICICI Bank Limited Banks	4.85%	4.77%	4.77%
State Bank of India Banks	3.67%	3.53%	3.53%
Infosys Limited IT - Software	3.31%	3.19%	3.19%
Larsen & Toubro Limited Construction	3.18%	3.05%	3.05%
Mahindra & Mahindra Limited Automobiles	2.25%	2.24%	2.24%
Bharti Airtel Limited Telecom - Services	2.75%	2.19%	2.19%
Bajaj Finance Limited Finance	2.00%	1.94%	1.94%
NTPC Limited Power	1.71%	1.69%	1.69%
Kotak Mahindra Bank Limited Banks	1.40%	1.33%	1.33%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.30%	1.30%	1.30%
Apollo Hospitals Enterprise Limited Healthcare Services	1.12%	1.18%	1.12%
Cholamandalam Investment and Finance Company Ltd (CCD) Finance	1.42%	0.98%	0.98%
HDFC Life Insurance Company Limited Insurance	0.94%	0.93%	0.93%
Doms Industries Limited Household Products	1.05%	0.88%	0.88%
PNB Housing Finance Limited Finance	0.92%	0.86%	0.86%
Titan Company Limited Consumer Durables	0.88%	0.86%	0.86%
Samvardhana Motherson International Limited Auto Components	0.87%	0.85%	0.85%
Tata Consultancy Services Limited IT - Software	0.82%	0.80%	0.80%
Britannia Industries Limited Food Products	0.80%	0.79%	0.79%
Shriram Finance Limited Finance	0.78%	0.78%	0.78%
Sansera Engineering Limited Auto Components	0.82%	0.77%	0.77%
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles	0.76%	0.75%	0.75%
GE Vernova T&D India Limited Electrical Equipment	0.72%	0.71%	0.71%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.75%	0.70%	0.70%
JB Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology	0.73%	0.69%	0.69%
SBI Life Insurance Company Limited Insurance	0.67%	0.66%	0.66%
Varun Beverages Limited Beverages	0.68%	0.65%	0.65%
The Phoenix Mills Limited Realty	0.68%	0.65%	0.65%
Eternal Limited Retailing	0.65%	0.66%	0.65%
Tata Power Company Limited Power	0.66%	0.63%	0.63%
CG Power and Industrial Solutions Limited Electrical Equipment	0.65%	0.63%	0.63%
InterGlobe Aviation Limited Transport Services	0.64%	0.63%	0.63%
Bharat Electronics Limited Aerospace & Defense	0.61%	0.63%	0.61%
Indus Infra Trust Transport Infrastructure	1.65%	0.59%	0.59%
PI Industries Limited Fertilizers & Agrochemicals	0.57%	0.57%	0.57%
Tech Mahindra Limited IT - Software	0.57%	0.58%	0.57%
PG Electroplast Limited Consumer Durables	0.58%	0.56%	0.56%
Premier Energies Limited Electrical Equipment	0.68%	0.55%	0.55%
Krishna Institute Of Medical Sciences Limited Healthcare Services	1.04%	0.53%	0.53%
Hindustan Aeronautics Limited Aerospace & Defense	0.53%	0.51%	0.51%
FSN E-Commerce Ventures Limited Retailing	0.52%	0.51%	0.51%
Jyoti CNC Automation Ltd Industrial Manufacturing	0.51%	0.49%	0.49%
Tata Steel Limited Ferrous Metals	0.49%	0.49%	0.49%
Pidilite Industries Limited Chemicals & Petrochemicals	0.51%	0.48%	0.48%
Arvind Fashions Limited Retailing	0.48%	0.47%	0.47%
Cholamandalam Investment and Finance Company Ltd Finance	0.47%	0.46%	0.46%
Dixon Technologies (India) Limited Consumer Durables	0.48%	0.45%	0.45%
Sona BLW Precision Forgings Limited Auto Components	0.50%	0.44%	0.44%
Cipla Limited Pharmaceuticals & Biotechnology	0.42%	0.42%	0.42%
Brigade Enterprises Limited Realty	0.37%	0.37%	0.37%
Awfis Space Solutions Limited Commercial Services & Supplies	0.38%	0.36%	0.36%
REC Limited Finance	0.41%	0.35%	0.35%
Hindustan Unilever Limited Diversified FMCG	0.39%	0.35%	0.35%
ITC Limited Diversified FMCG	0.34%	0.31%	0.31%
Avenue Supermarts Limited Retailing	0.31%	0.28%	0.28%
Kaynes Technology India Limited Industrial Manufacturing	0.28%	0.26%	0.26%
Voltamp Transformers Limited Electrical Equipment	0.26%	0.26%	0.26%
Jubilant Foodworks Limited Leisure Services	0.25%	0.24%	0.24%
Aadhar Housing Finance Limited Finance	0.23%	0.39%	0.23%
Mphasis Limited IT - Software	0.23%	0.24%	0.23%
Hindalco Industries Limited Non - Ferrous Metals	0.21%	0.20%	0.20%
Vijaya Diagnostic Centre Limited Healthcare Services	0.20%	0.55%	0.20%
Hyundai Motor India Ltd Automobiles	0.21%	0.19%	0.19%
Axis Bank Limited Banks	0.18%	0.18%	0.18%
Anant Raj Limited Realty	0.17%	0.22%	0.17%
Schaeffler India Limited Auto Components	0.17%	0.27%	0.17%
Zydus Lifesciences Limited Pharmaceuticals & Biotechnology	0.15%	0.16%	0.15%
HCL Technologies Limited IT - Software	0.37%	0.11%	0.11%
IndusInd Bank Limited Banks	0.10%	0.10%	0.10%
Coforge Limited IT - Software	0.09%	0.09%	0.09%
DLF Limited Realty	0.08%	0.09%	0.08%
Bank of Baroda Banks	0.16%	0.07%	0.07%
Nestle India Limited Food Products	0.07%	0.07%	0.07%
Oil & Natural Gas Corporation Limited Oil	0.07%	0.10%	0.07%
Clean Science and Technology Limited Chemicals & Petrochemicals	0.09%	0.06%	0.06%
Titagarh Rail Systems Limited Industrial Manufacturing	0.08%	0.05%	0.05%
Coal India Limited Consumable Fuels	0.05%	0.05%	0.05%
Supreme Industries Limited Industrial Products	0.00%	0.00%	0.00%

Unique to Axis Aggressive Hybrid

All top holdings are shared with the other fund.

Unique to Axis Children’s

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

15.0% (7)

Finance

5.6% (7)

Petroleum Products

5.0% (1)

IT - Software

5.0% (6)

Pharmaceuticals & Biotechnology

3.3% (5)

Construction

3.0% (1)

Automobiles

2.4% (2)

Power

2.3% (2)

Auto Components

2.2% (4)

Telecom - Services

2.2% (1)

Electrical Equipment

2.1% (4)

Retailing

1.9% (4)

Consumer Durables

1.9% (3)

Healthcare Services

1.9% (3)

Insurance

1.6% (2)

Realty

1.3% (4)

Aerospace & Defense

1.1% (2)

Household Products

0.9% (1)

Food Products

0.9% (2)

Industrial Manufacturing

0.8% (3)

Agricultural, Commercial & Construction Vehicles

0.8% (1)

Diversified FMCG

0.7% (2)

Beverages

0.7% (1)

Transport Services

0.6% (1)

Transport Infrastructure

0.6% (1)

Fertilizers & Agrochemicals

0.6% (1)

Chemicals & Petrochemicals

0.5% (2)

Ferrous Metals

0.5% (1)

Commercial Services & Supplies

0.4% (1)

Leisure Services

0.2% (1)

Non - Ferrous Metals

0.2% (1)

Oil

0.1% (1)

Consumable Fuels

0.1% (1)

Industrial Products

0.0% (1)

More comparisons for Axis Aggressive Hybrid

vs Axis Retirement Fund - Dynamic64.7% · 72 stocks
vs Axis Retirement Fund - Aggress63.7% · 69 stocks
vs Axis Balanced Advantage56.7% · 68 stocks
vs Parag Parikh Large Cap51.2% · 49 stocks
vs HDFC NIFTY 100 ETF51.2% · 49 stocks

More comparisons for Axis Children’s

vs Axis Retirement Fund - Dynamic63.5% · 74 stocks
vs Axis Retirement Fund - Aggress62.5% · 72 stocks
vs Axis Balanced Advantage55.6% · 69 stocks
vs Axis Value50.9% · 52 stocks
vs Parag Parikh Large Cap49.3% · 51 stocks

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