Axis Business Cycles Fund vs Kotak Large Cap Fund
Axis vs Kotak· Portfolio Overlap Analysis
45.7%High Overlap
25 common stocksRank #15026 / 20,000
Investor takeaway: At 45.7% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (25)
| Stock | Wt% in Axis Business Cycles | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.32% | 7.36% | 7.32% |
Larsen & Toubro Limited Construction | 3.65% | 4.22% | 3.65% |
HDFC Bank Limited Banks | 3.58% | 7.01% | 3.58% |
State Bank of India Banks | 3.26% | 4.83% | 3.26% |
Reliance Industries Limited Petroleum Products | 2.98% | 6.39% | 2.98% |
Axis Bank Limited Banks | 2.37% | 3.35% | 2.37% |
Mahindra & Mahindra Limited Automobiles | 2.33% | 2.90% | 2.33% |
UltraTech Cement Limited Cement & Cement Products | 2.91% | 2.22% | 2.22% |
Infosys Limited IT - Software | 2.05% | 3.32% | 2.05% |
Bharti Airtel Limited Telecom - Services | 1.95% | 3.78% | 1.95% |
Kotak Mahindra Bank Limited Banks | 2.72% | 1.55% | 1.55% |
Shriram Finance Limited Finance | 1.55% | 1.98% | 1.55% |
Solar Industries India Limited Chemicals & Petrochemicals | 1.13% | 1.53% | 1.13% |
Cummins India Limited Industrial Products | 1.60% | 1.07% | 1.07% |
ITC Limited Diversified FMCG | 1.02% | 2.05% | 1.02% |
NTPC Limited Power | 1.01% | 2.89% | 1.01% |
Tata Steel Limited Ferrous Metals | 0.98% | 2.14% | 0.98% |
Hindustan Unilever Limited Diversified FMCG | 1.84% | 0.97% | 0.97% |
Tata Consultancy Services Limited IT - Software | 0.86% | 1.68% | 0.86% |
HDFC Life Insurance Company Limited Insurance | 1.70% | 0.82% | 0.82% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 0.77% | 2.59% | 0.77% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.05% | 0.76% | 0.76% |
Eternal Limited Retailing | 0.61% | 1.38% | 0.61% |
Vishal Mega Mart Limited Retailing | 1.34% | 0.46% | 0.46% |
Anthem Biosciences Limited Pharmaceuticals & Biotechnology | 0.62% | 0.42% | 0.42% |
Unique to Axis Business Cycles
- GE Vernova T&D India Limited2.16%
Unique to Kotak Large Cap
- BAJAJ FINANCE LTD.3.14%
Sector Overlap Breakdown
Banks18.1% (5)
Construction3.6% (1)
Petroleum Products3.0% (1)
IT - Software2.9% (2)
Automobiles2.3% (1)
Cement & Cement Products2.2% (1)
Diversified FMCG2.0% (2)
Telecom - Services1.9% (1)
Pharmaceuticals & Biotechnology1.9% (3)
Finance1.6% (1)
Chemicals & Petrochemicals1.1% (1)
Industrial Products1.1% (1)
Retailing1.1% (2)
Power1.0% (1)
Ferrous Metals1.0% (1)
Insurance0.8% (1)
More comparisons for Axis Business Cycles
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- vs Axis Value50.6% · 39 stocks
- vs CANARA ROBECO LARGE CAP49.2% · 29 stocks
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- vs Axis Multi Asset Allocation46.9% · 42 stocks
More comparisons for Kotak Large Cap
- vs CANARA ROBECO LARGE CAP67.7% · 31 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY 5067.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 Index67.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 ETF67.1% · 28 stocks
- vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.