Baroda BNP Paribas Energy Opportunities Fund vs Kotak Energy Opportunities Fund
Baroda BNP vs Kotak· Portfolio Overlap Analysis
56.4%High Overlap
19 common stocksRank #6259 / 20,000
Investor takeaway: At 56.4% 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 Baroda BNP Paribas Energy Oppo | Wt% in Kotak Energy Opportunities | Overlap |
|---|---|---|---|
NTPC Limited Power | 8.28% | 8.20% | 8.20% |
Reliance Industries Limited Petroleum Products | 8.19% | 7.98% | 7.98% |
Bharat Petroleum Corporation Limited Petroleum Products | 5.12% | 6.20% | 5.12% |
Power Grid Corporation of India Limited Power | 5.22% | 4.27% | 4.27% |
Hindustan Petroleum Corporation Limited Petroleum Products | 5.98% | 4.24% | 4.24% |
Larsen & Toubro Limited Construction | 3.29% | 4.13% | 3.29% |
GAIL (India) Limited Gas | 2.61% | 4.55% | 2.61% |
GE Vernova T&D India Limited Electrical Equipment | 2.19% | 4.54% | 2.19% |
Tata Power Company Limited Power | 3.17% | 2.03% | 2.03% |
Torrent Power Limited Power | 2.19% | 2.02% | 2.02% |
Oil & Natural Gas Corporation Limited Oil | 5.28% | 2.00% | 2.00% |
Indian Oil Corporation Limited Petroleum Products | 1.97% | 4.02% | 1.97% |
Linde India Limited Chemicals & Petrochemicals | 1.78% | 2.18% | 1.78% |
NHPC Limited Power | 3.40% | 1.62% | 1.62% |
Coal India Limited Consumable Fuels | 8.13% | 1.54% | 1.54% |
Siemens Limited Electrical Equipment | 1.43% | 4.03% | 1.43% |
NLC India Limited Power | 1.40% | 1.67% | 1.40% |
Gulf Oil Lubricants India Limited Petroleum Products | 1.37% | 1.78% | 1.37% |
Cummins India Limited Industrial Products | 1.37% | 2.10% | 1.37% |
Unique to Baroda BNP Paribas Energy Oppo
- Oil India Limited3.55%
- Bharat Heavy Electricals Limited3.52%
Unique to Kotak Energy Opportunities
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Petroleum Products20.7% (5)
Power19.5% (6)
Electrical Equipment3.6% (2)
Construction3.3% (1)
Gas2.6% (1)
Oil2.0% (1)
Chemicals & Petrochemicals1.8% (1)
Consumable Fuels1.5% (1)
Industrial Products1.4% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.