DSP Large & Mid Cap Fund vs Kotak Large Cap Fund
DSP vs Kotak· Portfolio Overlap Analysis
44.7%High Overlap
25 common stocksRank #16648 / 20,000
Investor takeaway: At 44.7% 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 (25)
| Stock | Wt% in DSP Large & Mid Cap | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 6.64% | 7.36% | 6.64% |
HDFC Bank Limited Banks | 6.57% | 7.01% | 6.57% |
Axis Bank Limited Banks | 4.73% | 3.35% | 3.35% |
State Bank of India Banks | 2.89% | 4.83% | 2.89% |
Infosys Limited IT - Software | 2.65% | 3.32% | 2.65% |
Bharti Airtel Limited Telecom - Services | 2.02% | 3.78% | 2.02% |
Shriram Finance Limited Finance | 1.82% | 1.98% | 1.82% |
Mahindra & Mahindra Limited Automobiles | 1.81% | 2.90% | 1.81% |
Tata Consultancy Services Limited IT - Software | 2.14% | 1.68% | 1.68% |
Larsen & Toubro Limited Construction | 1.58% | 4.22% | 1.58% |
Kotak Mahindra Bank Limited Banks | 2.23% | 1.55% | 1.55% |
Eternal Limited Retailing | 1.24% | 1.38% | 1.24% |
Coromandel International Limited Fertilizers & Agrochemicals | 1.30% | 1.22% | 1.22% |
Bharat Petroleum Corporation Limited Petroleum Products | 1.17% | 1.49% | 1.17% |
NTPC Limited Power | 1.17% | 2.89% | 1.17% |
Samvardhana Motherson International Limited Auto Components | 2.12% | 0.91% | 0.91% |
UltraTech Cement Limited Cement & Cement Products | 0.91% | 2.22% | 0.91% |
Bharat Forge Limited Auto Components | 1.23% | 0.89% | 0.89% |
ITC Limited Diversified FMCG | 0.86% | 2.05% | 0.86% |
Power Finance Corporation Limited Finance | 1.38% | 0.84% | 0.84% |
Hindustan Unilever Limited Diversified FMCG | 0.78% | 0.97% | 0.78% |
Schaeffler India Limited Auto Components | 1.33% | 0.64% | 0.64% |
MphasiS Limited IT - Software | 1.21% | 0.62% | 0.62% |
Vishal Mega Mart Limited Retailing | 0.71% | 0.46% | 0.46% |
Gujarat State Petronet Limited Gas | 0.42% | 0.57% | 0.42% |
Unique to DSP Large & Mid Cap
- Max Financial Services Limited1.98%
Unique to Kotak Large Cap
- RELIANCE INDUSTRIES LTD.6.39%
- BAJAJ FINANCE LTD.3.14%
Sector Overlap Breakdown
Banks21.0% (5)
IT - Software5.0% (3)
Finance2.7% (2)
Auto Components2.4% (3)
Telecom - Services2.0% (1)
Automobiles1.8% (1)
Retailing1.7% (2)
Diversified FMCG1.6% (2)
Construction1.6% (1)
Fertilizers & Agrochemicals1.2% (1)
Petroleum Products1.2% (1)
Power1.2% (1)
Cement & Cement Products0.9% (1)
Gas0.4% (1)
More comparisons for DSP Large & Mid Cap
- vs DSP ELSS Tax Saver75.0% · 55 stocks
- vs DSP Flexi Cap56.2% · 40 stocks
- vs ADITYA BIRLA SUN LIFE ESG INTE44.9% · 24 stocks
- vs IB11-Groww ELSS Tax Saver44.5% · 26 stocks
- vs Nippon India Flexi Cap43.7% · 29 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.