Bajaj Finserv Large Cap Fund vs Kotak Dividend Yield Fund
Bajaj vs Kotak· Portfolio Overlap Analysis
50.5%High Overlap
19 common stocksRank #9467 / 20,000
Investor takeaway: At 50.5% 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 (19)
| Stock | Wt% in Bajaj Finserv Large Cap | Wt% in Kotak Dividend Yield | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.48% | 6.31% | 6.31% |
ICICI Bank Limited Banks | 7.21% | 5.42% | 5.42% |
State Bank of India Banks | 4.42% | 3.88% | 3.88% |
Reliance Industries Limited Petroleum Products | 4.95% | 3.32% | 3.32% |
Larsen & Toubro Limited Construction | 3.94% | 3.02% | 3.02% |
NTPC Limited Power | 4.49% | 2.90% | 2.90% |
UltraTech Cement Limited Cement & Cement Products | 4.11% | 2.40% | 2.40% |
TVS Motor Company Limited Automobiles | 3.06% | 2.27% | 2.27% |
Axis Bank Limited Banks | 2.25% | 2.52% | 2.25% |
IndusInd Bank Limited Banks | 3.56% | 2.10% | 2.10% |
Apollo Hospitals Enterprise Limited Healthcare Services | 3.75% | 2.09% | 2.09% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 3.88% | 2.04% | 2.04% |
Shriram Finance Limited Finance | 2.52% | 2.00% | 2.00% |
Titan Company Limited Consumer Durables | 3.17% | 1.96% | 1.96% |
Infosys Limited IT - Software | 2.58% | 1.96% | 1.96% |
Indus Towers Limited Telecom - Services | 3.54% | 1.94% | 1.94% |
Bharti Airtel Limited Telecom - Services | 1.87% | 3.46% | 1.87% |
Tata Steel Limited Ferrous Metals | 2.50% | 1.54% | 1.54% |
Mahindra & Mahindra Limited Automobiles | 2.58% | 1.27% | 1.27% |
Unique to Bajaj Finserv Large Cap
- Divi's Laboratories Limited4.27%
- LG Electronics India Ltd3.82%
Unique to Kotak Dividend Yield
- Max Healthcare Institute Ltd.2.54%
- Maruti Suzuki India Limited2.53%
Sector Overlap Breakdown
Banks20.0% (5)
Telecom - Services3.8% (2)
Automobiles3.5% (2)
Petroleum Products3.3% (1)
Construction3.0% (1)
Power2.9% (1)
Cement & Cement Products2.4% (1)
Healthcare Services2.1% (1)
Pharmaceuticals & Biotechnology2.0% (1)
Finance2.0% (1)
Consumer Durables2.0% (1)
IT - Software2.0% (1)
Ferrous Metals1.5% (1)
More comparisons for Bajaj Finserv Large Cap
- vs Axis Large Cap54.6% · 20 stocks
- vs Kotak Large Cap54.5% · 20 stocks
- vs Baroda BNP Paribas Nifty 50 In54.0% · 22 stocks
- vs HDFC NIFTY 50 ETF54.0% · 22 stocks
- vs HDFC Nifty 50 Index54.0% · 22 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.