Bajaj Finserv Banking and Financial Services Fund vs Kotak Banking and Financial Services Fund
Bajaj vs Kotak· Portfolio Overlap Analysis
58.9%High Overlap
15 common stocksRank #5425 / 20,000
Investor takeaway: At 58.9% 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 (15)
| Stock | Wt% in Bajaj Finserv Banking and Fina | Wt% in Kotak Banking and Financial Se | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 16.42% | 14.49% | 14.49% |
ICICI Bank Limited Banks | 12.49% | 11.76% | 11.76% |
State Bank of India Banks | 8.44% | 10.66% | 8.44% |
Axis Bank Limited Banks | 9.32% | 8.09% | 8.09% |
Kotak Mahindra Bank Limited Banks | 6.96% | 3.71% | 3.71% |
Shriram Finance Limited Finance | 3.40% | 5.01% | 3.40% |
BSE Limited Capital Markets | 1.87% | 2.44% | 1.87% |
Bajaj Finance Limited Finance | 1.71% | 6.33% | 1.71% |
Ujjivan Small Finance Bank Limited Banks | 1.44% | 2.08% | 1.44% |
RBL Bank Limited Banks | 2.66% | 1.41% | 1.41% |
Computer Age Management Services Limited Capital Markets | 0.96% | 0.78% | 0.78% |
Prudent Corporate Advisory Services Limited Capital Markets | 0.76% | 0.95% | 0.76% |
IndusInd Bank Limited Banks | 0.73% | 2.02% | 0.73% |
Max Financial Services Limited Insurance | 0.26% | 1.07% | 0.26% |
The Federal Bank Limited Banks | 4.41% | 0.01% | 0.01% |
Unique to Bajaj Finserv Banking and Fina
- Manappuram Finance Limited3.70%
- Go Digit General Insurance Limited2.69%
Unique to Kotak Banking and Financial Se
- POONAWALLA FINCORP LIMITED2.34%
- BANK OF MAHARASHTRA2.29%
Sector Overlap Breakdown
Banks50.1% (9)
Finance5.1% (2)
Capital Markets3.4% (3)
Insurance0.3% (1)
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- vs HDFC Banking & Financial Servi62.8% · 14 stocks
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- vs LIC MF BANKING AND FINANCIAL S60.6% · 15 stocks
More comparisons for Kotak Banking and Financial Se
- vs Mirae Asset Nifty Financial Se69.0% · 12 stocks
- vs TATA NIFTY FINANCIAL SERVICES 69.0% · 12 stocks
- vs EDELWEISS FINANCIAL SERVICES65.8% · 17 stocks
- vs Mahindra Manulife Banking & Fi65.2% · 17 stocks
- vs ADITYA BIRLA SUN LIFE BANKING 64.5% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.