DSP ELSS Tax Saver Fund vs Kotak Large Cap Fund
DSP vs Kotak· Portfolio Overlap Analysis
51.6%High Overlap
23 common stocksRank #8561 / 20,000
Investor takeaway: At 51.6% 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)
| Stock | Wt% in DSP ELSS Tax Saver | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.06% | 7.36% | 7.36% |
HDFC Bank Limited Banks | 8.03% | 7.01% | 7.01% |
State Bank of India Banks | 4.57% | 4.83% | 4.57% |
Axis Bank Limited Banks | 6.23% | 3.35% | 3.35% |
Infosys Limited IT - Software | 3.74% | 3.32% | 3.32% |
Bharti Airtel Limited Telecom - Services | 2.93% | 3.78% | 2.93% |
Mahindra & Mahindra Limited Automobiles | 2.53% | 2.90% | 2.53% |
Larsen & Toubro Limited Construction | 2.26% | 4.22% | 2.26% |
NTPC Limited Power | 1.85% | 2.89% | 1.85% |
Tata Consultancy Services Limited IT - Software | 2.26% | 1.68% | 1.68% |
Shriram Finance Limited Finance | 1.63% | 1.98% | 1.63% |
Kotak Mahindra Bank Limited Banks | 2.73% | 1.55% | 1.55% |
Bharat Petroleum Corporation Limited Petroleum Products | 1.78% | 1.49% | 1.49% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.41% | 2.59% | 1.41% |
Eternal Limited Retailing | 1.27% | 1.38% | 1.27% |
ITC Limited Diversified FMCG | 1.23% | 2.05% | 1.23% |
UltraTech Cement Limited Cement & Cement Products | 1.11% | 2.22% | 1.11% |
Hindustan Unilever Limited Diversified FMCG | 1.55% | 0.97% | 0.97% |
Samvardhana Motherson International Limited Auto Components | 2.53% | 0.91% | 0.91% |
Bharat Forge Limited Auto Components | 1.05% | 0.89% | 0.89% |
Coromandel International Limited Fertilizers & Agrochemicals | 0.87% | 1.22% | 0.87% |
Power Finance Corporation Limited Finance | 1.17% | 0.84% | 0.84% |
Gujarat State Petronet Limited Gas | 0.64% | 0.57% | 0.57% |
Unique to DSP ELSS Tax Saver
All top holdings are shared with the other fund.
Unique to Kotak Large Cap
- RELIANCE INDUSTRIES LTD.6.39%
- BAJAJ FINANCE LTD.3.14%
Sector Overlap Breakdown
Banks23.8% (5)
IT - Software5.0% (2)
Telecom - Services2.9% (1)
Automobiles2.5% (1)
Finance2.5% (2)
Construction2.3% (1)
Diversified FMCG2.2% (2)
Power1.9% (1)
Auto Components1.8% (2)
Petroleum Products1.5% (1)
Pharmaceuticals & Biotechnology1.4% (1)
Retailing1.3% (1)
Cement & Cement Products1.1% (1)
Fertilizers & Agrochemicals0.9% (1)
Gas0.6% (1)
More comparisons for DSP ELSS Tax Saver
- vs DSP Large & Mid Cap75.0% · 55 stocks
- vs DSP Flexi Cap57.6% · 34 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA52.6% · 25 stocks
- vs Baroda BNP Paribas Nifty 50 In52.2% · 20 stocks
- vs LIC MF NIFTY 50 ETF52.1% · 20 stocks
More comparisons for Kotak Large Cap
- vs CANARA ROBECO LARGE CAP67.7% · 31 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY 5067.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 Index67.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 ETF67.1% · 28 stocks
- vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.