Axis Large Cap Fund vs PGIM INDIA LARGE CAP FUND
Axis vs PGIM· Portfolio Overlap Analysis
65.5%High Overlap
35 common stocksRank #3747 / 5,000
Investor takeaway: These funds overlap 65.5%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (35)
| Stock | Wt% in Axis Large Cap | Wt% in PGIM INDIA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.30% | 8.93% | 8.30% |
ICICI Bank Limited Banks | 8.73% | 7.94% | 7.94% |
Reliance Industries Limited Petroleum Products | 6.06% | 6.64% | 6.06% |
Larsen & Toubro Limited Construction | 5.24% | 4.44% | 4.44% |
Bharti Airtel Limited Telecom - Services | 4.41% | 4.72% | 4.41% |
Bajaj Finance Limited Finance | 3.91% | 2.94% | 2.94% |
Kotak Mahindra Bank Limited Banks | 3.61% | 2.94% | 2.94% |
State Bank of India Banks | 4.22% | 2.91% | 2.91% |
UltraTech Cement Limited Cement & Cement Products | 2.73% | 2.04% | 2.04% |
Eternal Limited Retailing | 1.96% | 2.26% | 1.96% |
Titan Company Limited Consumer Durables | 1.94% | 2.30% | 1.94% |
Infosys Limited IT - Software | 4.04% | 1.68% | 1.68% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 1.67% | 1.67% |
NTPC Limited Power | 1.19% | 2.13% | 1.19% |
CG Power and Industrial Solutions Limited Electrical Equipment | 1.18% | 1.29% | 1.18% |
Samvardhana Motherson International Limited Auto Components | 1.08% | 1.08% | 1.08% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.07% | 1.85% | 1.07% |
TVS Motor Company Limited Automobiles | 0.99% | 2.13% | 0.99% |
Tech Mahindra Limited IT - Software | 0.95% | 1.21% | 0.95% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.38% | 0.91% | 0.91% |
Tata Consultancy Services Limited IT - Software | 0.83% | 2.56% | 0.83% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.29% | 0.80% | 0.80% |
Bharat Electronics Limited Aerospace & Defense | 1.64% | 0.77% | 0.77% |
Maruti Suzuki India Limited Automobiles | 0.77% | 1.86% | 0.77% |
ICICI Prudential Asset Management Company Limited Capital Markets | 0.68% | 1.07% | 0.68% |
Cummins India Limited Industrial Products | 0.60% | 1.24% | 0.60% |
Shriram Finance Limited Finance | 1.69% | 0.56% | 0.56% |
Solar Industries India Limited Chemicals & Petrochemicals | 0.56% | 0.76% | 0.56% |
HDFC Life Insurance Company Limited Insurance | 0.56% | 0.74% | 0.56% |
Eicher Motors Limited Automobiles | 0.55% | 1.43% | 0.55% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.13% | 0.54% | 0.54% |
LG Electronics India Ltd Consumer Durables | 0.50% | 0.85% | 0.50% |
Britannia Industries Limited Food Products | 0.50% | 1.28% | 0.50% |
Varun Beverages Limited Beverages | 0.40% | 2.11% | 0.40% |
Dixon Technologies (India) Limited Consumer Durables | 0.30% | 0.68% | 0.30% |
Unique to Axis Large Cap
All top holdings are shared with the other fund.
Unique to PGIM INDIA LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks22.1% (4)
Petroleum Products6.1% (1)
Construction4.4% (1)
Telecom - Services4.4% (1)
Finance4.0% (3)
Automobiles4.0% (4)
IT - Software3.5% (3)
Pharmaceuticals & Biotechnology2.8% (3)
Consumer Durables2.7% (3)
Cement & Cement Products2.0% (1)
Retailing2.0% (1)
Power1.2% (1)
Electrical Equipment1.2% (1)
Auto Components1.1% (1)
Aerospace & Defense0.8% (1)
Capital Markets0.7% (1)
Industrial Products0.6% (1)
Chemicals & Petrochemicals0.6% (1)
Insurance0.6% (1)
Food Products0.5% (1)
Beverages0.4% (1)
More comparisons for Axis Large Cap
- vs CANARA ROBECO LARGE CAP73.0% · 39 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
- vs Mirae Asset Nifty 50 ETF65.1% · 29 stocks
More comparisons for PGIM INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
- vs HDFC Nifty 50 Index63.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.