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

BANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTH vs Axis Balanced Advantage Fund

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

Portfolio overlap
35.22%
meaningful overlap
What this means

A substantial share of your money would sit in the same stocks through both funds. Worth knowing before treating them as diversification. Overlap is the sum of the minimum weight each shared stock has in the two portfolios — 45 stocks appear in both funds.

Stocks held by both funds

StockSectorBANK OF INDIA BALANCED ADVANTAGE FUND DIRECT PLAN GROWTHAxis Balanced Advantage FundOverlap
Reliance Industries LimitedPetroleum Products3.82%5.16%3.82%
ICICI Bank LimitedBanks3.81%5.25%3.81%
Bharti Airtel LimitedTelecom - Services2.11%2.31%2.11%
State Bank of IndiaBanks1.99%3.84%1.99%
HDFC Bank LimitedBanks1.82%5.96%1.82%
NTPC LimitedPower1.48%1.87%1.48%
Larsen & Toubro LimitedConstruction1.31%2.81%1.31%
Mahindra & Mahindra LimitedAutomobiles1.12%2.51%1.12%
Kotak Mahindra Bank LimitedBanks1.05%2.08%1.05%
Titan Company LimitedConsumer Durables1.41%0.99%0.99%
Eternal LimitedRetailing1.14%0.95%0.95%
Britannia Industries LimitedFood Products1.14%0.91%0.91%
ITC LimitedDiversified FMCG1.40%0.90%0.90%
Infosys LimitedIT - Software0.87%3.00%0.87%
Axis Bank LimitedBanks1.33%0.87%0.87%
Shriram Finance LimitedFinance2.10%0.81%0.81%
Sun Pharmaceutical Industries LimitedPharmaceuticals & Biotechnology0.79%1.68%0.79%
Tata Power Company LimitedPower0.73%0.85%0.73%
Tech Mahindra LimitedIT - Software0.70%0.77%0.70%
Bajaj Finance LimitedFinance1.34%0.61%0.61%
Hindustan Unilever LimitedDiversified FMCG0.56%0.74%0.56%
Bajaj Auto LimitedAutomobiles0.64%0.54%0.54%
SBI Life Insurance Company LimitedInsurance0.53%0.92%0.53%
Divi's Laboratories LimitedPharmaceuticals & Biotechnology0.49%0.59%0.49%
Grasim Industries LimitedCement & Cement Products0.55%0.49%0.49%
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