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
36.77%
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 Products4.01%5.16%4.01%
ICICI Bank LimitedBanks3.73%5.25%3.73%
HDFC Bank LimitedBanks2.84%5.96%2.84%
Bharti Airtel LimitedTelecom - Services2.23%2.31%2.23%
State Bank of IndiaBanks2.00%3.84%2.00%
NTPC LimitedPower1.66%1.87%1.66%
Larsen & Toubro LimitedConstruction1.39%2.81%1.39%
Mahindra & Mahindra LimitedAutomobiles1.08%2.51%1.08%
Kotak Mahindra Bank LimitedBanks1.02%2.08%1.02%
Titan Company LimitedConsumer Durables1.26%0.99%0.99%
Eternal LimitedRetailing0.95%0.95%0.95%
Britannia Industries LimitedFood Products1.15%0.91%0.91%
ITC LimitedDiversified FMCG1.62%0.90%0.90%
Axis Bank LimitedBanks1.42%0.87%0.87%
Tata Power Company LimitedPower0.84%0.85%0.84%
Shriram Finance LimitedFinance2.04%0.81%0.81%
Infosys LimitedIT - Software0.80%3.00%0.80%
Sun Pharmaceutical Industries LimitedPharmaceuticals & Biotechnology0.77%1.68%0.77%
Tech Mahindra LimitedIT - Software0.62%0.77%0.62%
Hindustan Unilever LimitedDiversified FMCG0.62%0.74%0.62%
Bajaj Finance LimitedFinance1.32%0.61%0.61%
Tata Steel LimitedFerrous Metals0.58%0.68%0.58%
SBI Life Insurance Company LimitedInsurance0.56%0.92%0.56%
Bajaj Auto LimitedAutomobiles0.53%0.54%0.53%
Grasim Industries LimitedCement & Cement Products0.52%0.49%0.49%
This is just two funds. Import your CAS and see the overlap across everything you own — free.
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