Fund overlap
Axis Midcap Fund vs Axis Large & Mid Cap Fund
Fund A
Axis Midcap Fund
Axis Midcap Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Mid Cap Fund) · Axis Mutual Fund
Fund B
Axis Large & Mid Cap Fund
Axis Large & Mid Cap Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Schemes - Large & Mid Cap Fund) · Axis Mutual Fund
Overlap
31.8%
- Shared holdings
- 55
- Holdings in A
- 87
- Holdings in B
- 106
Overlap measures how closely the two portfolios match, holding by holding and weight by weight, using each fund's latest disclosed holdings. 100% would mean the same holdings at the same weights.
Shared holdings
The 10 largest of 55 shared holdings, ordered by the smaller of the two weights.
| Holding | Axis Midcap Fund | Axis Large & Mid Cap Fund |
|---|---|---|
| Clearing Corporation of India Ltd | 7.95% | 2.53% |
| Sona BLW Precision Forgings Limited | 2.69% | 2.44% |
| Eternal Limited | 2.06% | 2.68% |
| GE Vernova T&D India Limited | 2.41% | 1.92% |
| Apar Industries Limited | 2.84% | 1.79% |
| ICICI Bank Limited | 1.71% | 4.43% |
| Bharat Heavy Electricals Limited | 1.94% | 1.67% |
| Multi Commodity Exchange of India Limited | 1.62% | 2.01% |
| Coforge Limited | 1.52% | 1.45% |
| Fortis Healthcare Limited | 2.61% | 1.42% |
Data as of 30 Sept 2026
Method: weighted Jaccard
Weighted Jaccard adds up the smaller weight of every holding across both funds and divides by the sum of the larger weights.