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

Nippon India Equity Savings Fund- Direct Plan- Growth Plan- Bonus Option vs Axis Equity Savings Fund

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

Portfolio overlap
37.78%
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 — 30 stocks appear in both funds.

Stocks held by both funds

StockSectorNippon India Equity Savings Fund- Direct Plan- Growth Plan- Bonus OptionAxis Equity Savings FundOverlap
HDFC Bank LimitedBanks6.57%7.22%6.57%
ICICI Bank LimitedBanks8.51%6.09%6.09%
Reliance Industries LimitedPetroleum Products4.82%9.73%4.82%
Kotak Mahindra Bank LimitedBanks4.19%2.90%2.90%
Bharti Airtel LimitedTelecom - Services5.46%2.37%2.37%
Mahindra & Mahindra LimitedAutomobiles7.59%2.26%2.26%
Eternal LimitedRetailing4.06%1.90%1.90%
Tata Steel LimitedFerrous Metals1.49%3.19%1.49%
State Bank of IndiaBanks1.22%1.34%1.22%
Larsen & Toubro LimitedConstruction1.11%1.98%1.11%
Infosys LimitedIT - Software1.31%1.01%1.01%
Sun Pharmaceutical Industries LimitedPharmaceuticals & Biotechnology1.31%1.01%1.01%
Titan Company LimitedConsumer Durables0.74%0.85%0.74%
IndusInd Bank LimitedBanks1.08%0.70%0.70%
ITC LimitedDiversified FMCG1.59%0.66%0.66%
Jindal Steel LimitedFerrous Metals0.57%0.92%0.57%
NTPC LimitedPower1.66%0.45%0.45%
Tech Mahindra LimitedIT - Software0.28%1.19%0.28%
Hindustan Aeronautics LimitedAerospace & Defense0.26%1.61%0.26%
Tata Consultancy Services LimitedIT - Software0.40%0.24%0.24%
DLF LimitedRealty0.23%1.10%0.23%
Power Grid Corporation of India LimitedPower0.21%0.65%0.21%
Grasim Industries LimitedCement & Cement Products2.96%0.20%0.20%
Hindustan Unilever LimitedDiversified FMCG0.33%0.18%0.18%
Cummins India LimitedIndustrial Products0.98%0.12%0.12%
This is just two funds. Import your CAS and see the overlap across everything you own — free.
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