Axis Children’s Fund vs Kotak Large Cap Fund
Axis vs Kotak· Portfolio Overlap Analysis
44.7%High Overlap
32 common stocksRank #16655 / 20,000
Investor takeaway: At 44.7% 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 (32)
| Stock | Wt% in Axis Children’s | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
Reliance Industries Limited Petroleum Products | 5.03% | 6.39% | 5.03% |
HDFC Bank Limited Banks | 4.99% | 7.01% | 4.99% |
ICICI Bank Limited Banks | 4.77% | 7.36% | 4.77% |
State Bank of India Banks | 3.53% | 4.83% | 3.53% |
Infosys Limited IT - Software | 3.19% | 3.32% | 3.19% |
Larsen & Toubro Limited Construction | 3.05% | 4.22% | 3.05% |
Mahindra & Mahindra Limited Automobiles | 2.24% | 2.90% | 2.24% |
Bharti Airtel Limited Telecom - Services | 2.19% | 3.78% | 2.19% |
Bajaj Finance Limited Finance | 1.94% | 3.14% | 1.94% |
NTPC Limited Power | 1.69% | 2.89% | 1.69% |
Kotak Mahindra Bank Limited Banks | 1.33% | 1.55% | 1.33% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.18% | 0.93% | 0.93% |
Samvardhana Motherson International Limited Auto Components | 0.85% | 0.91% | 0.85% |
HDFC Life Insurance Company Limited Insurance | 0.93% | 0.82% | 0.82% |
Tata Consultancy Services Limited IT - Software | 0.80% | 1.68% | 0.80% |
Shriram Finance Limited Finance | 0.78% | 1.98% | 0.78% |
Britannia Industries Limited Food Products | 0.79% | 0.77% | 0.77% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 0.70% | 2.59% | 0.70% |
Eternal Limited Retailing | 0.66% | 1.38% | 0.66% |
InterGlobe Aviation Limited Transport Services | 0.63% | 1.83% | 0.63% |
Bharat Electronics Limited Aerospace & Defense | 0.63% | 1.38% | 0.63% |
Tech Mahindra Limited IT - Software | 0.58% | 1.04% | 0.58% |
Tata Steel Limited Ferrous Metals | 0.49% | 2.14% | 0.49% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.39% | 1.49% | 0.39% |
Hindustan Unilever Limited Diversified FMCG | 0.35% | 0.97% | 0.35% |
ITC Limited Diversified FMCG | 0.31% | 2.05% | 0.31% |
Schaeffler India Limited Auto Components | 0.27% | 0.64% | 0.27% |
Mphasis Limited IT - Software | 0.24% | 0.62% | 0.24% |
Hindalco Industries Limited Non - Ferrous Metals | 0.20% | 1.02% | 0.20% |
Axis Bank Limited Banks | 0.18% | 3.35% | 0.18% |
UltraTech Cement Limited Cement & Cement Products | 0.10% | 2.22% | 0.10% |
Coal India Limited Consumable Fuels | 0.05% | 0.21% | 0.05% |
Unique to Axis Children’s
All top holdings are shared with the other fund.
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks14.8% (5)
Petroleum Products5.4% (2)
IT - Software4.8% (4)
Construction3.0% (1)
Finance2.7% (2)
Automobiles2.2% (1)
Telecom - Services2.2% (1)
Power1.7% (1)
Auto Components1.1% (2)
Healthcare Services0.9% (1)
Insurance0.8% (1)
Food Products0.8% (1)
Pharmaceuticals & Biotechnology0.7% (1)
Retailing0.7% (1)
Diversified FMCG0.7% (2)
Transport Services0.6% (1)
Aerospace & Defense0.6% (1)
Ferrous Metals0.5% (1)
Non - Ferrous Metals0.2% (1)
Cement & Cement Products0.1% (1)
Consumable Fuels0.1% (1)
More comparisons for Axis Children’s
- vs Axis Aggressive Hybrid66.2% · 80 stocks
- vs Axis Retirement Fund - Dynamic63.5% · 74 stocks
- vs Axis Retirement Fund - Aggress62.5% · 72 stocks
- vs Axis Balanced Advantage55.6% · 69 stocks
- vs Axis Value50.9% · 52 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.