Axis Value Fund vs Kotak Contra Fund
Axis vs Kotak· Portfolio Overlap Analysis
48.5%High Overlap
31 common stocksRank #11739 / 20,000
Investor takeaway: At 48.5% 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 Value | Wt% in Kotak Contra | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 6.00% | 5.82% | 5.82% |
ICICI Bank Limited Banks | 6.11% | 4.61% | 4.61% |
State Bank of India Banks | 3.90% | 4.18% | 3.90% |
Reliance Industries Limited Petroleum Products | 4.25% | 3.02% | 3.02% |
NTPC Limited Power | 2.62% | 2.62% | 2.62% |
Infosys Limited IT - Software | 2.60% | 2.82% | 2.60% |
Bharti Airtel Limited Telecom - Services | 2.65% | 2.58% | 2.58% |
Larsen & Toubro Limited Construction | 2.42% | 2.62% | 2.42% |
Shriram Finance Limited Finance | 2.21% | 3.26% | 2.21% |
Bharat Electronics Limited Aerospace & Defense | 1.52% | 1.71% | 1.52% |
Tech Mahindra Limited IT - Software | 1.48% | 1.90% | 1.48% |
Fortis Healthcare Limited Healthcare Services | 1.45% | 2.41% | 1.45% |
GE Vernova T&D India Limited Electrical Equipment | 1.44% | 2.14% | 1.44% |
UltraTech Cement Limited Cement & Cement Products | 1.33% | 2.13% | 1.33% |
Bharat Petroleum Corporation Limited Petroleum Products | 1.18% | 1.08% | 1.08% |
Jindal Steel Limited Ferrous Metals | 1.02% | 1.51% | 1.02% |
IndusInd Bank Limited Banks | 1.02% | 1.51% | 1.02% |
SBI Life Insurance Company Limited Insurance | 0.95% | 1.01% | 0.95% |
Indus Towers Limited Telecom - Services | 0.91% | 1.41% | 0.91% |
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles | 0.82% | 1.51% | 0.82% |
JB Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.82% | 0.99% | 0.82% |
Jyoti CNC Automation Ltd Industrial Manufacturing | 0.69% | 0.59% | 0.59% |
Kotak Mahindra Bank Limited Banks | 1.51% | 0.58% | 0.58% |
Indian Bank Banks | 0.54% | 1.40% | 0.54% |
ITC Limited Diversified FMCG | 0.53% | 0.80% | 0.53% |
Vishal Mega Mart Limited Retailing | 0.52% | 0.58% | 0.52% |
LG Electronics India Ltd Consumer Durables | 0.51% | 0.84% | 0.51% |
Bajaj Finance Limited Finance | 0.49% | 2.06% | 0.49% |
Maruti Suzuki India Limited Automobiles | 0.42% | 2.58% | 0.42% |
Tata Steel Limited Ferrous Metals | 0.39% | 0.99% | 0.39% |
Hindalco Industries Limited Non - Ferrous Metals | 0.28% | 1.05% | 0.28% |
Unique to Axis Value
- Mahindra & Mahindra Limited2.21%
Unique to Kotak Contra
- Hero MotoCorp Ltd.2.89%
Sector Overlap Breakdown
Banks16.5% (6)
Petroleum Products4.1% (2)
IT - Software4.1% (2)
Telecom - Services3.5% (2)
Finance2.7% (2)
Power2.6% (1)
Construction2.4% (1)
Aerospace & Defense1.5% (1)
Healthcare Services1.4% (1)
Electrical Equipment1.4% (1)
Ferrous Metals1.4% (2)
Cement & Cement Products1.3% (1)
Insurance0.9% (1)
Agricultural, Commercial & Construction Vehicles0.8% (1)
Pharmaceuticals & Biotechnology0.8% (1)
Industrial Manufacturing0.6% (1)
Diversified FMCG0.5% (1)
Retailing0.5% (1)
Consumer Durables0.5% (1)
Automobiles0.4% (1)
Non - Ferrous Metals0.3% (1)
More comparisons for Axis Value
- vs Axis Multicap64.1% · 71 stocks
- vs Axis Large & Mid Cap56.8% · 55 stocks
- vs Axis Retirement Fund - Dynamic55.2% · 50 stocks
- vs Axis ELSS Tax Saver53.9% · 46 stocks
- vs EDELWEISS ELSS TAX SAVER53.4% · 47 stocks
More comparisons for Kotak Contra
- vs Kotak Focused56.2% · 23 stocks
- vs Kotak Large & Midcap56.2% · 34 stocks
- vs Kotak ELSS Tax Saver54.6% · 30 stocks
- vs Kotak Large Cap52.5% · 30 stocks
- vs Kotak Dividend Yield51.3% · 24 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.