Axis Large Cap Fund vs IB01-Groww Large Cap Fund
Axis vs Groww· Portfolio Overlap Analysis
62.6%High Overlap
26 common stocksRank #4694 / 5,000
Investor takeaway: These funds overlap 62.6%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (26)
| Stock | Wt% in Axis Large Cap | Wt% in IB01-Groww Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.73% | 8.30% | 8.30% |
HDFC Bank Limited Banks | 8.30% | 7.80% | 7.80% |
Larsen & Toubro Limited Construction | 5.24% | 6.74% | 5.24% |
Reliance Industries Limited Petroleum Products | 6.06% | 4.31% | 4.31% |
State Bank of India Banks | 4.22% | 4.64% | 4.22% |
Bharti Airtel Limited Telecom - Services | 4.41% | 4.13% | 4.13% |
Bajaj Finance Limited Finance | 3.91% | 3.32% | 3.32% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 2.60% | 2.60% |
UltraTech Cement Limited Cement & Cement Products | 2.73% | 2.48% | 2.48% |
Kotak Mahindra Bank Limited Banks | 3.61% | 2.47% | 2.47% |
Infosys Limited IT - Software | 4.04% | 2.03% | 2.03% |
Eternal Limited Retailing | 1.96% | 2.04% | 1.96% |
Bharat Electronics Limited Aerospace & Defense | 1.64% | 2.35% | 1.64% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.51% | 1.48% | 1.48% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.38% | 1.54% | 1.38% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.29% | 2.61% | 1.29% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.13% | 2.45% | 1.13% |
Samvardhana Motherson International Limited Auto Components | 1.08% | 1.18% | 1.08% |
NTPC Limited Power | 1.19% | 1.07% | 1.07% |
Shriram Finance Limited Finance | 1.69% | 1.03% | 1.03% |
Axis Bank Limited Banks | 0.80% | 2.61% | 0.80% |
Maruti Suzuki India Limited Automobiles | 0.77% | 1.92% | 0.77% |
Cummins India Limited Industrial Products | 0.60% | 3.39% | 0.60% |
Eicher Motors Limited Automobiles | 0.55% | 1.88% | 0.55% |
Avenue Supermarts Limited Retailing | 0.45% | 1.74% | 0.45% |
Hindustan Unilever Limited Diversified FMCG | 0.44% | 1.15% | 0.44% |
Unique to Axis Large Cap
All top holdings are shared with the other fund.
Unique to IB01-Groww Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks23.6% (5)
Finance5.5% (3)
Construction5.2% (1)
Petroleum Products4.3% (1)
Telecom - Services4.1% (1)
Automobiles3.9% (3)
Pharmaceuticals & Biotechnology2.7% (2)
Cement & Cement Products2.5% (1)
Retailing2.4% (2)
IT - Software2.0% (1)
Aerospace & Defense1.6% (1)
Healthcare Services1.5% (1)
Auto Components1.1% (1)
Power1.1% (1)
Industrial Products0.6% (1)
Diversified FMCG0.4% (1)
More comparisons for Axis Large Cap
- vs CANARA ROBECO LARGE CAP73.0% · 39 stocks
- vs PGIM INDIA LARGE CAP65.5% · 35 stocks
- vs HDFC NIFTY 50 ETF65.1% · 29 stocks
- vs HDFC Nifty 50 Index65.1% · 29 stocks
- vs ICICI Prudential Nifty 50 ETF65.1% · 29 stocks
More comparisons for IB01-Groww Large Cap
- vs CANARA ROBECO LARGE CAP62.7% · 26 stocks
- vs IB03-Groww Aggressive Hybrid62.0% · 32 stocks
- vs Baroda BNP Paribas Nifty 50 In61.4% · 25 stocks
- vs HDFC NIFTY 50 ETF61.3% · 25 stocks
- vs HDFC Nifty 50 Index61.3% · 25 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.