Axis Retirement Fund - Dynamic Plan vs Kotak Large Cap Fund
Axis vs Kotak· Portfolio Overlap Analysis
49.2%High Overlap
31 common stocksRank #10912 / 20,000
Investor takeaway: At 49.2% 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 (31)
| Stock | Wt% in Axis Retirement Fund - Dynamic | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 6.08% | 7.01% | 6.08% |
ICICI Bank Limited Banks | 5.97% | 7.36% | 5.97% |
Reliance Industries Limited Petroleum Products | 5.55% | 6.39% | 5.55% |
State Bank of India Banks | 3.69% | 4.83% | 3.69% |
Infosys Limited IT - Software | 3.50% | 3.32% | 3.32% |
Larsen & Toubro Limited Construction | 3.26% | 4.22% | 3.26% |
Bharti Airtel Limited Telecom - Services | 2.81% | 3.78% | 2.81% |
Mahindra & Mahindra Limited Automobiles | 2.26% | 2.90% | 2.26% |
Bajaj Finance Limited Finance | 1.96% | 3.14% | 1.96% |
Kotak Mahindra Bank Limited Banks | 1.34% | 1.55% | 1.34% |
NTPC Limited Power | 1.30% | 2.89% | 1.30% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.08% | 0.93% | 0.93% |
Samvardhana Motherson International Limited Auto Components | 0.91% | 0.91% | 0.91% |
Shriram Finance Limited Finance | 0.85% | 1.98% | 0.85% |
HDFC Life Insurance Company Limited Insurance | 1.00% | 0.82% | 0.82% |
Tata Consultancy Services Limited IT - Software | 0.79% | 1.68% | 0.79% |
United Spirits Limited Beverages | 0.78% | 1.15% | 0.78% |
Britannia Industries Limited Food Products | 0.80% | 0.77% | 0.77% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 0.76% | 2.59% | 0.76% |
Eternal Limited Retailing | 0.75% | 1.38% | 0.75% |
Bharat Electronics Limited Aerospace & Defense | 0.69% | 1.38% | 0.69% |
InterGlobe Aviation Limited Transport Services | 0.64% | 1.83% | 0.64% |
Hindustan Unilever Limited Diversified FMCG | 0.51% | 0.97% | 0.51% |
Tata Steel Limited Ferrous Metals | 0.48% | 2.14% | 0.48% |
Mphasis Limited IT - Software | 0.45% | 0.62% | 0.45% |
Bharat Petroleum Corporation Limited Petroleum Products | 0.40% | 1.49% | 0.40% |
ITC Limited Diversified FMCG | 0.37% | 2.05% | 0.37% |
Schaeffler India Limited Auto Components | 0.30% | 0.64% | 0.30% |
Hindalco Industries Limited Non - Ferrous Metals | 0.21% | 1.02% | 0.21% |
Axis Bank Limited Banks | 0.19% | 3.35% | 0.19% |
Coal India Limited Consumable Fuels | 0.08% | 0.21% | 0.08% |
Unique to Axis Retirement Fund - Dynamic
- Pidilite Industries Limited2.30%
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.3% (5)
Petroleum Products6.0% (2)
IT - Software4.6% (3)
Construction3.3% (1)
Telecom - Services2.8% (1)
Finance2.8% (2)
Automobiles2.3% (1)
Power1.3% (1)
Auto Components1.2% (2)
Healthcare Services0.9% (1)
Diversified FMCG0.9% (2)
Insurance0.8% (1)
Beverages0.8% (1)
Food Products0.8% (1)
Pharmaceuticals & Biotechnology0.8% (1)
Retailing0.8% (1)
Aerospace & Defense0.7% (1)
Transport Services0.6% (1)
Ferrous Metals0.5% (1)
Non - Ferrous Metals0.2% (1)
Consumable Fuels0.1% (1)
More comparisons for Axis Retirement Fund - Dynamic
- vs Axis Retirement Fund - Aggress71.5% · 77 stocks
- vs Axis Aggressive Hybrid64.7% · 72 stocks
- vs Axis Children’s63.5% · 74 stocks
- vs Axis Balanced Advantage56.4% · 67 stocks
- vs Axis ELSS Tax Saver55.5% · 46 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.