Axis Large & Mid Cap Fund vs Axis Multicap Fund

Axis vs Axis· Portfolio Overlap Analysis

66.2%High Overlap

75 common stocksRank #1488 / 95,528

Common Holdings (75)

Stock	Wt% in Axis Large & Mid Cap	Wt% in Axis Multicap	Overlap
HDFC Bank Limited Banks	5.46%	4.94%	4.94%
ICICI Bank Limited Banks	4.75%	4.04%	4.04%
State Bank of India Banks	2.95%	2.76%	2.76%
Reliance Industries Limited Petroleum Products	2.51%	2.24%	2.24%
Shriram Finance Limited Finance	2.11%	2.25%	2.11%
Bharti Airtel Limited Telecom - Services	1.86%	1.91%	1.86%
Mahindra & Mahindra Limited Automobiles	1.76%	1.75%	1.75%
Larsen & Toubro Limited Construction	2.06%	1.72%	1.72%
Multi Commodity Exchange of India Limited Capital Markets	1.84%	1.65%	1.65%
Fortis Healthcare Limited Healthcare Services	1.59%	2.11%	1.59%
GE Vernova T&D India Limited Electrical Equipment	1.78%	1.49%	1.49%
Infosys Limited IT - Software	1.46%	1.32%	1.32%
Bajaj Finance Limited Finance	1.30%	1.20%	1.20%
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles	1.20%	1.24%	1.20%
Bharat Electronics Limited Aerospace & Defense	1.16%	1.23%	1.16%
Eternal Limited Retailing	1.30%	1.13%	1.13%
Apar Industries Limited Electrical Equipment	1.11%	1.37%	1.11%
Solar Industries India Limited Chemicals & Petrochemicals	1.08%	1.06%	1.06%
IndusInd Bank Limited Banks	1.26%	1.05%	1.05%
Kotak Mahindra Bank Limited Banks	1.18%	1.05%	1.05%
TVS Motor Company Limited Automobiles	1.03%	1.06%	1.03%
The Federal Bank Limited Banks	1.86%	1.00%	1.00%
UltraTech Cement Limited Cement & Cement Products	1.01%	1.00%	1.00%
Blue Star Limited Consumer Durables	0.99%	1.27%	0.99%
Sona BLW Precision Forgings Limited Auto Components	0.96%	1.14%	0.96%
Indus Towers Limited Telecom - Services	1.56%	0.93%	0.93%
Indian Bank Banks	0.92%	1.04%	0.92%
RBL Bank Limited Banks	0.91%	1.51%	0.91%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.57%	0.89%	0.89%
Mankind Pharma Limited Pharmaceuticals & Biotechnology	0.98%	0.83%	0.83%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.86%	0.83%	0.83%
Supreme Industries Limited Industrial Products	0.89%	0.76%	0.76%
Hyundai Motor India Ltd Automobiles	0.74%	0.75%	0.74%
Premier Energies Limited Electrical Equipment	0.73%	0.92%	0.73%
Mphasis Limited IT - Software	0.72%	0.63%	0.63%
Cholamandalam Investment and Finance Company Ltd Finance	0.71%	0.63%	0.63%
Vishal Mega Mart Limited Retailing	1.00%	0.62%	0.62%
HDFC Life Insurance Company Limited Insurance	0.68%	0.61%	0.61%
Minda Corporation Limited Auto Components	0.61%	1.70%	0.61%
CG Power and Industrial Solutions Limited Electrical Equipment	0.60%	0.63%	0.60%
Hindalco Industries Limited Non - Ferrous Metals	0.59%	0.61%	0.59%
KEI Industries Limited Industrial Products	0.61%	0.58%	0.58%
Bharat Heavy Electricals Limited Electrical Equipment	0.91%	0.57%	0.57%
Titan Company Limited Consumer Durables	0.66%	0.56%	0.56%
Pidilite Industries Limited Chemicals & Petrochemicals	0.95%	0.54%	0.54%
Schaeffler India Limited Auto Components	1.04%	0.53%	0.53%
The Phoenix Mills Limited Realty	0.87%	0.52%	0.52%
Coforge Limited IT - Software	0.74%	0.52%	0.52%
UNO Minda Limited Auto Components	0.82%	0.51%	0.51%
Apollo Hospitals Enterprise Limited Healthcare Services	0.61%	0.51%	0.51%
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology	1.08%	0.49%	0.49%
Cummins India Limited Industrial Products	0.61%	0.49%	0.49%
Berger Paints (I) Limited Consumer Durables	0.48%	0.49%	0.48%
Varun Beverages Limited Beverages	0.48%	0.46%	0.46%
Glenmark Pharmaceuticals Limited Pharmaceuticals & Biotechnology	0.45%	0.50%	0.45%
Lupin Limited Pharmaceuticals & Biotechnology	0.72%	0.44%	0.44%
Coromandel International Limited Fertilizers & Agrochemicals	0.56%	0.44%	0.44%
Birlasoft Limited IT - Software	0.41%	0.46%	0.41%
Jubilant Foodworks Limited Leisure Services	0.50%	0.39%	0.39%
Hindustan Unilever Limited Diversified FMCG	0.39%	0.41%	0.39%
ITC Hotels Limited Leisure Services	0.49%	0.38%	0.38%
Lenskart Solutions Limited Retailing	0.34%	0.42%	0.34%
Jyoti CNC Automation Ltd Industrial Manufacturing	0.33%	0.90%	0.33%
Vijaya Diagnostic Centre Limited Healthcare Services	0.54%	0.32%	0.32%
Maruti Suzuki India Limited Automobiles	0.41%	0.30%	0.30%
Gland Pharma Limited Pharmaceuticals & Biotechnology	0.30%	0.43%	0.30%
InterGlobe Aviation Limited Transport Services	0.40%	0.27%	0.27%
Avenue Supermarts Limited Retailing	0.26%	0.27%	0.26%
Tech Mahindra Limited IT - Software	0.78%	0.25%	0.25%
PB Fintech Limited Financial Technology (Fintech)	0.44%	0.23%	0.23%
Swiggy Limited Retailing	0.47%	0.21%	0.21%
LG Electronics India Ltd Consumer Durables	0.19%	0.25%	0.19%
HDFC Asset Management Company Limited Capital Markets	0.86%	0.10%	0.10%
Persistent Systems Limited IT - Software	0.28%	0.09%	0.09%
Dixon Technologies (India) Limited Consumer Durables	0.23%	0.07%	0.07%

Unique to Axis Large & Mid Cap

Torrent Power Limited2.42%

Unique to Axis Multicap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

16.7% (8)

Electrical Equipment

4.5% (5)

Pharmaceuticals & Biotechnology

4.2% (7)

Finance

3.9% (3)

Automobiles

3.8% (4)

IT - Software

3.2% (6)

Telecom - Services

2.8% (2)

Auto Components

2.6% (4)

Retailing

2.6% (5)

Healthcare Services

2.4% (3)

Consumer Durables

2.3% (5)

Petroleum Products

2.2% (1)

Industrial Products

1.8% (3)

Capital Markets

1.8% (2)

Construction

1.7% (1)

Chemicals & Petrochemicals

1.6% (2)

Agricultural, Commercial & Construction Vehicles

1.2% (1)

Aerospace & Defense

1.2% (1)

Cement & Cement Products

1.0% (1)

Leisure Services

0.8% (2)

Insurance

0.6% (1)

Non - Ferrous Metals

0.6% (1)

Realty

0.5% (1)

Beverages

0.5% (1)

Fertilizers & Agrochemicals

0.4% (1)

Diversified FMCG

0.4% (1)

Industrial Manufacturing

0.3% (1)

Transport Services

0.3% (1)

Financial Technology (Fintech)

0.2% (1)

More comparisons for Axis Large & Mid Cap

vs Axis Value56.8% · 55 stocks
vs Axis ELSS Tax Saver56.7% · 57 stocks
vs HDFC Nifty LargeMidcap 250 Ind49.3% · 81 stocks
vs Mirae Asset Nifty LargeMidcap 49.2% · 81 stocks
vs Axis Retirement Fund - Aggress48.0% · 51 stocks

More comparisons for Axis Multicap

vs Axis Value64.1% · 71 stocks
vs Axis ELSS Tax Saver50.2% · 57 stocks
vs Axis Retirement Fund - Dynamic49.2% · 59 stocks
vs Axis Retirement Fund - Aggress46.9% · 57 stocks
vs Axis Business Cycles45.5% · 44 stocks

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