Axis Quant Fund vs Kotak Quant Fund
Axis vs Kotak· Portfolio Overlap Analysis
43.1%High Overlap
16 common stocksRank #18728 / 20,000
Investor takeaway: At 43.1% 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 (16)
| Stock | Wt% in Axis Quant | Wt% in Kotak Quant | Overlap |
|---|---|---|---|
Bharti Airtel Limited Telecom - Services | 6.47% | 4.24% | 4.24% |
State Bank of India Banks | 6.61% | 4.16% | 4.16% |
HDFC Bank Limited Banks | 4.40% | 3.35% | 3.35% |
Britannia Industries Limited Food Products | 3.35% | 3.28% | 3.28% |
Eicher Motors Limited Automobiles | 4.01% | 3.18% | 3.18% |
Bharat Petroleum Corporation Limited Petroleum Products | 4.09% | 2.91% | 2.91% |
TVS Motor Company Limited Automobiles | 3.73% | 2.71% | 2.71% |
Marico Limited Agricultural Food & other Products | 2.66% | 3.49% | 2.66% |
Hero MotoCorp Limited Automobiles | 3.50% | 2.64% | 2.64% |
APL Apollo Tubes Limited Industrial Products | 2.57% | 2.99% | 2.57% |
Canara Bank Banks | 3.34% | 2.45% | 2.45% |
Mahindra & Mahindra Financial Services Limited Finance | 2.66% | 2.42% | 2.42% |
Mahindra & Mahindra Limited Automobiles | 2.60% | 2.35% | 2.35% |
Muthoot Finance Limited Finance | 3.19% | 1.87% | 1.87% |
Hindustan Petroleum Corporation Limited Petroleum Products | 1.67% | 2.14% | 1.67% |
Bajaj Finance Limited Finance | 0.60% | 2.68% | 0.60% |
Unique to Axis Quant
- Axis Bank Limited5.35%
- Maruti Suzuki India Limited3.77%
- Bank of Baroda3.50%
Unique to Kotak Quant
- Dr.Reddy's Laboratories Ltd.3.65%
- TITAN COMPANY LTD.3.42%
- Max Financial Services Ltd3.18%
- TATA CONSUMER PRODUCTS LTD.3.16%
Sector Overlap Breakdown
Automobiles10.9% (4)
Banks10.0% (3)
Finance4.9% (3)
Petroleum Products4.6% (2)
Telecom - Services4.2% (1)
Food Products3.3% (1)
Agricultural Food & other Products2.7% (1)
Industrial Products2.6% (1)
More comparisons for Axis Quant
- vs Baroda BNP Paribas Nifty200 Mo43.8% · 15 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY 2043.5% · 15 stocks
- vs HDFC NIFTY200 MOMENTUM 30 ETF43.5% · 15 stocks
- vs ICICI Prudential Nifty 200 Mom43.5% · 15 stocks
- vs Kotak Nifty 200 Momentum 30 In43.5% · 15 stocks
More comparisons for Kotak Quant
- vs ADITYA BIRLA SUN LIFE QUANT53.7% · 25 stocks
- vs DSP Quant42.6% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.