Axis Aggressive Hybrid Fund vs Axis Retirement Fund - Dynamic Plan

Portfolio Overlap Analysis · Axis vs Axis

64.7%
High Overlap
72 common stocks · Rank #1568 of 95,528 pairs
Fund A
Axis Aggressive Hybrid Fund
Axis · Aggressive Hybrid
Fund B
Axis Retirement Fund - Dynamic Plan
Axis · Equity - Other

Common Holdings (72)

StockWt% in Axis Aggressive HybridWt% in Axis Retirement Fund - DynamicOverlap
HDFC Bank Limited
Banks
5.43%6.08%5.43%
Reliance Industries Limited
Petroleum Products
5.19%5.55%5.19%
ICICI Bank Limited
Banks
4.85%5.97%4.85%
State Bank of India
Banks
3.67%3.69%3.67%
Infosys Limited
IT - Software
3.31%3.50%3.31%
Larsen & Toubro Limited
Construction
3.18%3.26%3.18%
Bharti Airtel Limited
Telecom - Services
2.75%2.81%2.75%
Mahindra & Mahindra Limited
Automobiles
2.25%2.26%2.25%
Bajaj Finance Limited
Finance
2.00%1.96%1.96%
Kotak Mahindra Bank Limited
Banks
1.40%1.34%1.34%
NTPC Limited
Power
1.71%1.30%1.30%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.30%1.30%1.30%
Apollo Hospitals Enterprise Limited
Healthcare Services
1.12%1.08%1.08%
HDFC Life Insurance Company Limited
Insurance
0.94%1.00%0.94%
PNB Housing Finance Limited
Finance
0.92%0.92%0.92%
Titan Company Limited
Consumer Durables
0.88%0.87%0.87%
Samvardhana Motherson International Limited
Auto Components
0.87%0.91%0.87%
Sansera Engineering Limited
Auto Components
0.82%0.82%0.82%
Britannia Industries Limited
Food Products
0.80%0.80%0.80%
Tata Consultancy Services Limited
IT - Software
0.82%0.79%0.79%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
0.79%0.91%0.79%
Shriram Finance Limited
Finance
0.78%0.85%0.78%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
0.76%0.76%0.76%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
0.75%0.76%0.75%
GE Vernova T&D India Limited
Electrical Equipment
0.72%0.74%0.72%
Doms Industries Limited
Household Products
1.05%0.71%0.71%
Varun Beverages Limited
Beverages
0.68%0.84%0.68%
The Phoenix Mills Limited
Realty
0.68%0.78%0.68%
SBI Life Insurance Company Limited
Insurance
0.67%0.67%0.67%
Tata Power Company Limited
Power
0.66%0.65%0.65%
CG Power and Industrial Solutions Limited
Electrical Equipment
0.65%1.00%0.65%
Eternal Limited
Retailing
0.65%0.75%0.65%
InterGlobe Aviation Limited
Transport Services
0.64%0.64%0.64%
Bharat Electronics Limited
Aerospace & Defense
0.61%0.69%0.61%
Premier Energies Limited
Electrical Equipment
0.68%0.58%0.58%
PG Electroplast Limited
Consumer Durables
0.58%0.66%0.58%
PI Industries Limited
Fertilizers & Agrochemicals
0.57%0.58%0.57%
Jyoti CNC Automation Ltd
Industrial Manufacturing
0.51%0.66%0.51%
Pidilite Industries Limited
Chemicals & Petrochemicals
0.51%2.30%0.51%
Sona BLW Precision Forgings Limited
Auto Components
0.50%0.54%0.50%
Hindustan Aeronautics Limited
Aerospace & Defense
0.53%0.48%0.48%
Tata Steel Limited
Ferrous Metals
0.49%0.48%0.48%
Arvind Fashions Limited
Retailing
0.48%0.64%0.48%
Dixon Technologies (India) Limited
Consumer Durables
0.48%0.53%0.48%
Cholamandalam Investment and Finance Company Ltd
Finance
0.47%0.47%0.47%
Cipla Limited
Pharmaceuticals & Biotechnology
0.42%0.52%0.42%
REC Limited
Finance
0.41%0.47%0.41%
Hindustan Unilever Limited
Diversified FMCG
0.39%0.51%0.39%
Awfis Space Solutions Limited
Commercial Services & Supplies
0.38%0.47%0.38%
Brigade Enterprises Limited
Realty
0.37%0.41%0.37%
ITC Limited
Diversified FMCG
0.34%0.37%0.34%
Avenue Supermarts Limited
Retailing
0.31%0.37%0.31%
Kaynes Technology India Limited
Industrial Manufacturing
0.28%0.34%0.28%
Voltamp Transformers Limited
Electrical Equipment
0.26%0.32%0.26%
Jubilant Foodworks Limited
Leisure Services
0.25%0.25%0.25%
Mphasis Limited
IT - Software
0.23%0.45%0.23%
Hyundai Motor India Ltd
Automobiles
0.21%0.21%0.21%
Hindalco Industries Limited
Non - Ferrous Metals
0.21%0.21%0.21%
Vijaya Diagnostic Centre Limited
Healthcare Services
0.20%1.58%0.20%
Axis Bank Limited
Banks
0.18%0.19%0.18%
Anant Raj Limited
Realty
0.17%0.20%0.17%
Schaeffler India Limited
Auto Components
0.17%0.30%0.17%
Bank of Baroda
Banks
0.16%0.35%0.16%
Zydus Lifesciences Limited
Pharmaceuticals & Biotechnology
0.15%0.23%0.15%
HCL Technologies Limited
IT - Software
0.37%0.12%0.12%
IndusInd Bank Limited
Banks
0.10%0.10%0.10%
Coforge Limited
IT - Software
0.09%0.24%0.09%
Titagarh Rail Systems Limited
Industrial Manufacturing
0.08%0.09%0.08%
Oil & Natural Gas Corporation Limited
Oil
0.07%0.12%0.07%
Nestle India Limited
Food Products
0.07%0.05%0.05%
Coal India Limited
Consumable Fuels
0.05%0.08%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 Retirement Fund - Dynamic

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
15.7% (7)
Petroleum Products
5.2% (1)
IT - Software
4.5% (5)
Finance
4.5% (5)
Pharmaceuticals & Biotechnology
3.4% (5)
Construction
3.2% (1)
Telecom - Services
2.8% (1)
Automobiles
2.5% (2)
Auto Components
2.4% (4)
Electrical Equipment
2.2% (4)
Power
1.9% (2)
Consumer Durables
1.9% (3)
Insurance
1.6% (2)
Retailing
1.4% (3)
Healthcare Services
1.3% (2)
Realty
1.2% (3)
Aerospace & Defense
1.1% (2)
Industrial Manufacturing
0.9% (3)
Food Products
0.8% (2)
Agricultural, Commercial & Construction Vehicles
0.8% (1)
Diversified FMCG
0.7% (2)
Household Products
0.7% (1)
Beverages
0.7% (1)
Transport Services
0.6% (1)
Fertilizers & Agrochemicals
0.6% (1)
Chemicals & Petrochemicals
0.5% (1)
Ferrous Metals
0.5% (1)
Commercial Services & Supplies
0.4% (1)
Leisure Services
0.3% (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

More comparisons for Axis Retirement Fund - Dynamic

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