Axis Retirement Fund - Aggressive Plan vs Axis Retirement Fund - Dynamic Plan

Portfolio Overlap Analysis · Axis vs Axis

71.5%

High Overlap

77 common stocks · Rank #1199 of 95,528 pairs

Fund A

Axis Retirement Fund - Aggressive Plan

Axis · Equity - Other

Fund B

Axis Retirement Fund - Dynamic Plan

Axis · Equity - Other

Common Holdings (77)

Stock	Wt% in Axis Retirement Fund - Aggress	Wt% in Axis Retirement Fund - Dynamic	Overlap
HDFC Bank Limited Banks	5.55%	6.08%	5.55%
Reliance Industries Limited Petroleum Products	5.54%	5.55%	5.54%
ICICI Bank Limited Banks	4.90%	5.97%	4.90%
State Bank of India Banks	3.73%	3.69%	3.69%
Infosys Limited IT - Software	3.38%	3.50%	3.38%
Larsen & Toubro Limited Construction	3.17%	3.26%	3.17%
Bharti Airtel Limited Telecom - Services	2.67%	2.81%	2.67%
Mahindra & Mahindra Limited Automobiles	2.25%	2.26%	2.25%
Bajaj Finance Limited Finance	1.93%	1.96%	1.93%
Pidilite Industries Limited Chemicals & Petrochemicals	1.91%	2.30%	1.91%
Divi's Laboratories Limited Pharmaceuticals & Biotechnology	1.95%	1.30%	1.30%
NTPC Limited Power	1.72%	1.30%	1.30%
Kotak Mahindra Bank Limited Banks	1.29%	1.34%	1.29%
Fortis Healthcare Limited Healthcare Services	1.29%	1.36%	1.29%
Minda Corporation Limited Auto Components	1.02%	1.20%	1.02%
Apollo Hospitals Enterprise Limited Healthcare Services	0.99%	1.08%	0.99%
HDFC Life Insurance Company Limited Insurance	0.96%	1.00%	0.96%
Torrent Power Limited Power	0.99%	0.94%	0.94%
Samvardhana Motherson International Limited Auto Components	0.88%	0.91%	0.88%
PNB Housing Finance Limited Finance	0.87%	0.92%	0.87%
Titan Company Limited Consumer Durables	0.86%	0.87%	0.86%
Sundaram Finance Limited Finance	0.84%	0.87%	0.84%
Shriram Finance Limited Finance	0.83%	0.85%	0.83%
Mankind Pharma Limited Pharmaceuticals & Biotechnology	0.82%	0.91%	0.82%
Britannia Industries Limited Food Products	0.80%	0.80%	0.80%
Tata Consultancy Services Limited IT - Software	0.83%	0.79%	0.79%
The Phoenix Mills Limited Realty	0.77%	0.78%	0.77%
Tata Motors Ltd Agricultural, Commercial & Construction Vehicles	0.77%	0.76%	0.76%
Eternal Limited Retailing	0.78%	0.75%	0.75%
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology	0.75%	0.76%	0.75%
Varun Beverages Limited Beverages	0.74%	0.84%	0.74%
CG Power and Industrial Solutions Limited Electrical Equipment	0.74%	1.00%	0.74%
GE Vernova T&D India Limited Electrical Equipment	0.73%	0.74%	0.73%
United Spirits Limited Beverages	0.69%	0.78%	0.69%
Doms Industries Limited Household Products	0.69%	0.71%	0.69%
InterGlobe Aviation Limited Transport Services	0.65%	0.64%	0.64%
Tata Power Company Limited Power	0.64%	0.65%	0.64%
PG Electroplast Limited Consumer Durables	0.64%	0.66%	0.64%
Bharat Electronics Limited Aerospace & Defense	0.63%	0.69%	0.63%
Jyoti CNC Automation Ltd Industrial Manufacturing	0.62%	0.66%	0.62%
Premier Energies Limited Electrical Equipment	0.60%	0.58%	0.58%
PI Industries Limited Fertilizers & Agrochemicals	0.59%	0.58%	0.58%
Arvind Fashions Limited Retailing	0.57%	0.64%	0.57%
eClerx Services Limited Commercial Services & Supplies	0.55%	0.82%	0.55%
Cipla Limited Pharmaceuticals & Biotechnology	0.49%	0.52%	0.49%
Tata Steel Limited Ferrous Metals	0.51%	0.48%	0.48%
Cholamandalam Investment and Finance Company Ltd Finance	0.48%	0.47%	0.47%
Hindustan Aeronautics Limited Aerospace & Defense	0.47%	0.48%	0.47%
Hindustan Unilever Limited Diversified FMCG	0.47%	0.51%	0.47%
Sona BLW Precision Forgings Limited Auto Components	0.46%	0.54%	0.46%
Dixon Technologies (India) Limited Consumer Durables	0.46%	0.53%	0.46%
REC Limited Finance	0.44%	0.47%	0.44%
Bharat Petroleum Corporation Limited Petroleum Products	0.41%	0.40%	0.40%
Brigade Enterprises Limited Realty	0.40%	0.41%	0.40%
Awfis Space Solutions Limited Commercial Services & Supplies	0.38%	0.47%	0.38%
ITC Limited Diversified FMCG	0.34%	0.37%	0.34%
Avenue Supermarts Limited Retailing	0.30%	0.37%	0.30%
Schaeffler India Limited Auto Components	0.29%	0.30%	0.29%
Mphasis Limited IT - Software	0.27%	0.45%	0.27%
Kaynes Technology India Limited Industrial Manufacturing	0.26%	0.34%	0.26%
Jubilant Foodworks Limited Leisure Services	0.25%	0.25%	0.25%
Coforge Limited IT - Software	0.23%	0.24%	0.23%
Zydus Lifesciences Limited Pharmaceuticals & Biotechnology	0.22%	0.23%	0.22%
Hyundai Motor India Ltd Automobiles	0.22%	0.21%	0.21%
Bank of Baroda Banks	0.21%	0.35%	0.21%
Hindalco Industries Limited Non - Ferrous Metals	0.20%	0.21%	0.20%
Axis Bank Limited Banks	0.19%	0.19%	0.19%
Cohance Lifesciences Limited Pharmaceuticals & Biotechnology	0.18%	0.22%	0.18%
HCL Technologies Limited IT - Software	0.11%	0.12%	0.11%
RHI Magnesita India Limited Industrial Products	0.11%	0.22%	0.11%
IndusInd Bank Limited Banks	0.10%	0.10%	0.10%
Titagarh Rail Systems Limited Industrial Manufacturing	0.09%	0.09%	0.09%
Oil & Natural Gas Corporation Limited Oil	0.07%	0.12%	0.07%
Coal India Limited Consumable Fuels	0.06%	0.08%	0.06%
Nestle India Limited Food Products	0.06%	0.05%	0.05%
Power Grid Corporation of India Limited Power	0.06%	0.01%	0.01%
Supreme Industries Limited Industrial Products	0.00%	0.00%	0.00%

Unique to Axis Retirement Fund - Aggress

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

15.9% (7)

Petroleum Products

5.9% (2)

Finance

5.4% (6)

IT - Software

4.8% (5)

Pharmaceuticals & Biotechnology

3.8% (6)

Construction

3.2% (1)

Power

2.9% (4)

Telecom - Services

2.7% (1)

Auto Components

2.6% (4)

Automobiles

2.5% (2)

Healthcare Services

2.3% (2)

Electrical Equipment

2.0% (3)

Consumer Durables

2.0% (3)

Chemicals & Petrochemicals

1.9% (1)

Retailing

1.6% (3)

Beverages

1.4% (2)

Realty

1.2% (2)

Aerospace & Defense

1.1% (2)

Industrial Manufacturing

1.0% (3)

Insurance

1.0% (1)

Commercial Services & Supplies

0.9% (2)

Food Products

0.8% (2)

Diversified FMCG

0.8% (2)

Agricultural, Commercial & Construction Vehicles

0.8% (1)

Household Products

0.7% (1)

Transport Services

0.6% (1)

Fertilizers & Agrochemicals

0.6% (1)

Ferrous Metals

0.5% (1)

Leisure Services

0.3% (1)

Non - Ferrous Metals

0.2% (1)

Industrial Products

0.1% (2)

Oil

0.1% (1)

Consumable Fuels

0.1% (1)

More comparisons for Axis Retirement Fund - Aggress

vs Axis Aggressive Hybrid63.7% · 69 stocks
vs Axis Children’s62.5% · 72 stocks
vs Axis Balanced Advantage56.6% · 68 stocks
vs Axis ELSS Tax Saver54.1% · 49 stocks
vs Axis Large Cap52.3% · 38 stocks

More comparisons for Axis Retirement Fund - Dynamic

vs Axis Aggressive Hybrid64.7% · 72 stocks
vs Axis Children’s63.5% · 74 stocks
vs Axis Balanced Advantage56.4% · 67 stocks
vs Axis ELSS Tax Saver55.5% · 46 stocks
vs Axis Value55.2% · 50 stocks

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