Baroda BNP Paribas ELSS Tax Saver Fund vs Kotak Large Cap Fund

Baroda BNP vs Kotak· Portfolio Overlap Analysis

48.2%High Overlap
23 common stocksRank #12039 / 20,000

Investor takeaway: At 48.2% 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 (23)

StockWt% in Baroda BNP Paribas ELSS Tax SaWt% in Kotak Large CapOverlap
HDFC Bank Limited
Banks
6.43%7.01%6.43%
ICICI Bank Limited
Banks
5.02%7.36%5.02%
Reliance Industries Limited
Petroleum Products
3.93%6.39%3.93%
State Bank of India
Banks
3.69%4.83%3.69%
Bharti Airtel Limited
Telecom - Services
3.01%3.78%3.01%
Larsen & Toubro Limited
Construction
2.65%4.22%2.65%
Infosys Limited
IT - Software
2.28%3.32%2.28%
Maruti Suzuki India Limited
Automobiles
2.05%2.41%2.05%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.95%2.59%1.95%
Axis Bank Limited
Banks
1.83%3.35%1.83%
UltraTech Cement Limited
Cement & Cement Products
1.75%2.22%1.75%
Mahindra & Mahindra Limited
Automobiles
1.69%2.90%1.69%
Kotak Mahindra Bank Limited
Banks
1.72%1.55%1.55%
InterGlobe Aviation Limited
Transport Services
1.55%1.83%1.55%
Eternal Limited
Retailing
2.15%1.38%1.38%
NTPC Limited
Power
1.33%2.89%1.33%
Cummins India Limited
Industrial Products
2.46%1.07%1.07%
Bharat Electronics Limited
Aerospace & Defense
1.07%1.38%1.07%
Tech Mahindra Limited
IT - Software
2.01%1.04%1.04%
Hindalco Industries Limited
Non - Ferrous Metals
2.24%1.02%1.02%
Britannia Industries Limited
Food Products
2.00%0.77%0.77%
LG Electronics India Ltd
Consumer Durables
0.79%0.64%0.64%
Vishal Mega Mart Limited
Retailing
1.33%0.46%0.46%

Unique to Baroda BNP Paribas ELSS Tax Sa

  • Hitachi Energy India Limited2.75%
  • TVS Motor Company Limited2.58%
  • Bharat Heavy Electricals Limited2.40%

Unique to Kotak Large Cap

  • BAJAJ FINANCE LTD.3.14%

Sector Overlap Breakdown

Banks
18.5% (5)
Petroleum Products
3.9% (1)
Automobiles
3.7% (2)
IT - Software
3.3% (2)
Telecom - Services
3.0% (1)
Construction
2.6% (1)
Pharmaceuticals & Biotechnology
1.9% (1)
Retailing
1.8% (2)
Cement & Cement Products
1.8% (1)
Transport Services
1.6% (1)
Power
1.3% (1)
Industrial Products
1.1% (1)
Aerospace & Defense
1.1% (1)
Non - Ferrous Metals
1.0% (1)
Food Products
0.8% (1)
Consumer Durables
0.6% (1)

More comparisons for Baroda BNP Paribas ELSS Tax Sa

More comparisons for Kotak Large Cap

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.