Compare Mutual Funds

Insights from Fund Comparison

• Both AXIS Large Cap Fund (IDCW) and Aditya Birla SL Large Cap Fund - Direct (G) are Large Cap Fund, Equity schemes. AXIS Large Cap Fund (IDCW) is 16 yrs 4 m old and manages ₹32,436.77 Crs, whereas Aditya Birla SL Large Cap Fund - Direct (G) is 13 yrs 3 m old with ₹30,094.33 Crs.
• AXIS Large Cap Fund (IDCW) is therefore older and larger, which may indicate more experience and investor confidence.
• AXIS Large Cap Fund (IDCW) has its top 3 sectors in Banks (25.66%), Automobile (7.85%), and Finance (7.41%), while Aditya Birla SL Large Cap Fund - Direct (G) focuses on Banks (27.14%), IT - Software (8.91%), and Automobile (7.06%).
• The funds share exposure to Banks and Automobile, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• AXIS Large Cap Fund (IDCW) holds ICICI Bank Limited (8.73%), HDFC Bank Limited (8.30%), Reliance Industries Limited (6.06%), Larsen & Toubro Limited (5.24%), and Clearing Corporation of India Ltd (4.61%), whereas Aditya Birla SL Large Cap Fund - Direct (G) holds ICICI Bank Limited (7.49%), HDFC Bank Limited (7.25%), Reliance Industries Limited (4.77%), Infosys Limited (4.32%), and Axis Bank Limited (4.24%).
• The funds share exposure to ICICI Bank Limited and HDFC Bank Limited, which makes their performance partly correlated. However, the unique holdings like Larsen & Toubro Limited in AXIS Large Cap Fund (IDCW) and Infosys Limited in Aditya Birla SL Large Cap Fund - Direct (G) can create divergence depending on how these stocks perform.
• In terms of risk profile, AXIS Large Cap Fund (IDCW) has 91.12% equity and 0.00% debt, while Aditya Birla SL Large Cap Fund - Direct (G) has 97.41% equity and 0.61% debt.
• Aditya Birla SL Large Cap Fund - Direct (G) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• AXIS Large Cap Fund (IDCW) outperformed Aditya Birla SL Large Cap Fund - Direct (G) in 6 Months, 1 Year, 3 Years, 5 Years (returns: -9.25%, -4.15%, 9.58%, 6.86% ) but underperformed in 3 Months (returns: -12.96%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.