Bajaj Finserv Large Cap Fund vs Kotak Large Cap Fund
Bajaj vs Kotak· Portfolio Overlap Analysis
54.5%High Overlap
20 common stocksRank #7028 / 20,000
Investor takeaway: At 54.5% 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 (20)
| Stock | Wt% in Bajaj Finserv Large Cap | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.21% | 7.36% | 7.21% |
HDFC Bank Limited Banks | 7.48% | 7.01% | 7.01% |
Reliance Industries Limited Petroleum Products | 4.95% | 6.39% | 4.95% |
State Bank of India Banks | 4.42% | 4.83% | 4.42% |
Larsen & Toubro Limited Construction | 3.94% | 4.22% | 3.94% |
NTPC Limited Power | 4.49% | 2.89% | 2.89% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 3.88% | 2.59% | 2.59% |
Infosys Limited IT - Software | 2.58% | 3.32% | 2.58% |
Mahindra & Mahindra Limited Automobiles | 2.58% | 2.90% | 2.58% |
Axis Bank Limited Banks | 2.25% | 3.35% | 2.25% |
UltraTech Cement Limited Cement & Cement Products | 4.11% | 2.22% | 2.22% |
Tata Steel Limited Ferrous Metals | 2.50% | 2.14% | 2.14% |
Shriram Finance Limited Finance | 2.52% | 1.98% | 1.98% |
Bharti Airtel Limited Telecom - Services | 1.87% | 3.78% | 1.87% |
Kotak Mahindra Bank Limited Banks | 2.99% | 1.55% | 1.55% |
Eternal Limited Retailing | 2.04% | 1.38% | 1.38% |
Godrej Consumer Products Limited Personal Products | 2.54% | 1.21% | 1.21% |
Apollo Hospitals Enterprise Limited Healthcare Services | 3.75% | 0.93% | 0.93% |
LG Electronics India Ltd Consumer Durables | 3.82% | 0.64% | 0.64% |
Coal India Limited Consumable Fuels | 1.98% | 0.21% | 0.21% |
Unique to Bajaj Finserv Large Cap
- Divi's Laboratories Limited4.27%
Unique to Kotak Large Cap
- BAJAJ FINANCE LTD.3.14%
Sector Overlap Breakdown
Banks22.4% (5)
Petroleum Products5.0% (1)
Construction3.9% (1)
Power2.9% (1)
Pharmaceuticals & Biotechnology2.6% (1)
IT - Software2.6% (1)
Automobiles2.6% (1)
Cement & Cement Products2.2% (1)
Ferrous Metals2.1% (1)
Finance2.0% (1)
Telecom - Services1.9% (1)
Retailing1.4% (1)
Personal Products1.2% (1)
Healthcare Services0.9% (1)
Consumer Durables0.6% (1)
Consumable Fuels0.2% (1)
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More comparisons for Kotak Large Cap
- vs CANARA ROBECO LARGE CAP67.7% · 31 stocks
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- vs Bajaj Finserv Nifty 50 Index67.1% · 28 stocks
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- vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.