Axis Large Cap Fund vs Kotak Dividend Yield Fund
Axis vs Kotak· Portfolio Overlap Analysis
49.8%High Overlap
25 common stocksRank #10422 / 20,000
Investor takeaway: At 49.8% 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 Large Cap | Wt% in Kotak Dividend Yield | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.30% | 6.31% | 6.31% |
ICICI Bank Limited Banks | 8.73% | 5.42% | 5.42% |
State Bank of India Banks | 4.22% | 3.88% | 3.88% |
Bharti Airtel Limited Telecom - Services | 4.41% | 3.46% | 3.46% |
Reliance Industries Limited Petroleum Products | 6.06% | 3.32% | 3.32% |
Larsen & Toubro Limited Construction | 5.24% | 3.02% | 3.02% |
UltraTech Cement Limited Cement & Cement Products | 2.73% | 2.40% | 2.40% |
Apollo Hospitals Enterprise Limited Healthcare Services | 2.51% | 2.09% | 2.09% |
Infosys Limited IT - Software | 4.04% | 1.96% | 1.96% |
Titan Company Limited Consumer Durables | 1.94% | 1.96% | 1.94% |
Shriram Finance Limited Finance | 1.69% | 2.00% | 1.69% |
Bharat Electronics Limited Aerospace & Defense | 1.64% | 1.51% | 1.51% |
Bajaj Finance Limited Finance | 3.91% | 1.48% | 1.48% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.38% | 2.04% | 1.38% |
Mahindra & Mahindra Limited Automobiles | 3.57% | 1.27% | 1.27% |
NTPC Limited Power | 1.19% | 2.90% | 1.19% |
Cholamandalam Investment and Finance Company Ltd Finance | 1.13% | 1.96% | 1.13% |
TVS Motor Company Limited Automobiles | 0.99% | 2.27% | 0.99% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.29% | 0.98% | 0.98% |
Tech Mahindra Limited IT - Software | 0.95% | 1.28% | 0.95% |
Tata Consultancy Services Limited IT - Software | 0.83% | 1.88% | 0.83% |
Axis Bank Limited Banks | 0.80% | 2.52% | 0.80% |
Maruti Suzuki India Limited Automobiles | 0.77% | 2.53% | 0.77% |
Solar Industries India Limited Chemicals & Petrochemicals | 0.56% | 1.04% | 0.56% |
Britannia Industries Limited Food Products | 0.50% | 2.09% | 0.50% |
Unique to Axis Large Cap
- Kotak Mahindra Bank Limited3.61%
Unique to Kotak Dividend Yield
- Max Healthcare Institute Ltd.2.54%
Sector Overlap Breakdown
Banks16.4% (4)
Finance4.3% (3)
IT - Software3.7% (3)
Telecom - Services3.5% (1)
Petroleum Products3.3% (1)
Automobiles3.0% (3)
Construction3.0% (1)
Cement & Cement Products2.4% (1)
Pharmaceuticals & Biotechnology2.4% (2)
Healthcare Services2.1% (1)
Consumer Durables1.9% (1)
Aerospace & Defense1.5% (1)
Power1.2% (1)
Chemicals & Petrochemicals0.6% (1)
Food Products0.5% (1)
More comparisons for Axis Large Cap
- vs CANARA ROBECO LARGE CAP73.0% · 39 stocks
- vs PGIM INDIA LARGE CAP65.5% · 35 stocks
- vs HDFC NIFTY 50 ETF65.1% · 29 stocks
- vs HDFC Nifty 50 Index65.1% · 29 stocks
- vs ICICI Prudential Nifty 50 ETF65.1% · 29 stocks
More comparisons for Kotak Dividend Yield
- vs Kotak Large Cap57.6% · 29 stocks
- vs CANARA ROBECO LARGE CAP53.8% · 28 stocks
- vs EDELWEISS LARGE CAP53.4% · 30 stocks
- vs SBI BSE 100 ETF52.7% · 35 stocks
- vs PGIM INDIA LARGE CAP52.5% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.