Analytics, not advice. Rankings and scores describe past performance and are not recommendations.
Axis ESG Integration Strategy Fund vs Axis India Manufacturing Fund
Stock-level portfolio overlap from each fund’s latest monthly disclosure. Analytics, not advice.
Portfolio overlap
21.58%
fairly distinct portfolios
What this means
Most of each fund's money is in stocks the other doesn't hold — the pair adds genuine variety at the stock level. Overlap is the sum of the minimum weight each shared stock has in the two portfolios — 17 stocks appear in both funds.
Stocks held by both funds
| Stock | Sector | Axis ESG Integration Strategy Fund | Axis India Manufacturing Fund | Overlap |
|---|---|---|---|---|
| Reliance Industries Limited | Petroleum Products | 3.88% | 4.61% | 3.88% |
| Maruti Suzuki India Limited | Automobiles | 2.85% | 2.52% | 2.52% |
| Sun Pharmaceutical Industries Limited | Pharmaceuticals & Biotechnology | 1.69% | 3.72% | 1.69% |
| Cummins India Limited | Industrial Products | 1.47% | 2.45% | 1.47% |
| Mahindra & Mahindra Limited | Automobiles | 1.44% | 5.28% | 1.44% |
| Craftsman Automation Limited | Auto Components | 1.37% | 1.61% | 1.37% |
| CG Power and Industrial Solutions Limited | Electrical Equipment | 2.28% | 1.36% | 1.36% |
| JB Chemicals & Pharmaceuticals Limited | Pharmaceuticals & Biotechnology | 3.31% | 1.19% | 1.19% |
| Varun Beverages Limited | Beverages | 2.52% | 1.19% | 1.19% |
| UltraTech Cement Limited | Cement & Cement Products | 1.17% | 1.55% | 1.17% |
| Eicher Motors Limited | Automobiles | 1.08% | 0.94% | 0.94% |
| Amber Enterprises India Limited | Consumer Durables | 1.87% | 0.85% | 0.85% |
| Bharat Heavy Electricals Limited | Electrical Equipment | 0.84% | 2.01% | 0.84% |
| Supreme Industries Limited | Industrial Products | 0.84% | 0.73% | 0.73% |
| Tata Motors Ltd | Agricultural, Commercial & Construction Vehicles | 0.83% | 0.66% | 0.66% |
| JK Cement Limited | Cement & Cement Products | 0.26% | 0.42% | 0.26% |
| Onesource Specialty Pharma Limited | Pharmaceuticals & Biotechnology | 0.58% | 0.02% | 0.02% |
Full head-to-head comparison Axis ESG Integration Strategy Fund: full analysis Axis India Manufacturing Fund: full analysis
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