Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

Axis Nifty 100 Index Fund vs Axis Nifty 500 Index Fund

Stock-level portfolio overlap from each fund’s latest monthly disclosure. Analytics, not advice.

Portfolio overlap
69.42%
largely the same portfolio
What this means

At this level the two funds are near-substitutes — holding both mostly means paying two expense ratios for one set of stocks. Overlap is the sum of the minimum weight each shared stock has in the two portfolios — 104 stocks appear in both funds.

Stocks held by both funds

StockSectorAxis Nifty 100 Index FundAxis Nifty 500 Index FundOverlap
HDFC Bank LimitedBanks8.76%6.09%6.09%
Reliance Industries LimitedPetroleum Products7.17%4.98%4.98%
ICICI Bank LimitedBanks6.70%4.65%4.65%
Bharti Airtel LimitedTelecom - Services4.30%2.98%2.98%
Larsen & Toubro LimitedConstruction3.50%2.43%2.43%
State Bank of IndiaBanks3.29%2.28%2.28%
Infosys LimitedIT - Software3.08%2.14%2.14%
Axis Bank LimitedBanks2.70%1.88%1.88%
ITC LimitedDiversified FMCG2.25%1.56%1.56%
Kotak Mahindra Bank LimitedBanks2.09%1.45%1.45%
Mahindra & Mahindra LimitedAutomobiles2.05%1.43%1.43%
Tata Consultancy Services LimitedIT - Software1.87%1.30%1.30%
Bajaj Finance LimitedFinance1.86%1.29%1.29%
Hindustan Unilever LimitedDiversified FMCG1.48%1.03%1.03%
Sun Pharmaceutical Industries LimitedPharmaceuticals & Biotechnology1.42%0.99%0.99%
NTPC LimitedPower1.40%0.98%0.98%
Titan Company LimitedConsumer Durables1.34%0.93%0.93%
Eternal LimitedRetailing1.32%0.92%0.92%
Maruti Suzuki India LimitedAutomobiles1.30%0.90%0.90%
Tata Steel LimitedFerrous Metals1.30%0.90%0.90%
Bharat Electronics LimitedAerospace & Defense1.15%0.80%0.80%
Hindalco Industries LimitedNon - Ferrous Metals1.12%0.77%0.77%
Power Grid Corporation of India LimitedPower1.07%0.74%0.74%
UltraTech Cement LimitedCement & Cement Products1.02%0.71%0.71%
Shriram Finance LimitedFinance0.97%0.68%0.68%
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