DSP Quant Fund vs Kotak Quant Fund
DSP vs Kotak· Portfolio Overlap Analysis
42.6%High Overlap
22 common stocksRank #19337 / 20,000
Investor takeaway: At 42.6% 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 (22)
| Stock | Wt% in DSP Quant | Wt% in Kotak Quant | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.15% | 3.35% | 3.35% |
Bharti Airtel Limited Telecom - Services | 3.23% | 4.24% | 3.23% |
Eicher Motors Limited Automobiles | 3.25% | 3.18% | 3.18% |
Hindalco Industries Limited Non - Ferrous Metals | 3.01% | 2.71% | 2.71% |
TVS Motor Company Limited Automobiles | 2.71% | 2.71% | 2.71% |
Britannia Industries Limited Food Products | 2.54% | 3.28% | 2.54% |
Hero MotoCorp Limited Automobiles | 2.53% | 2.64% | 2.53% |
Marico Limited Agricultural Food & other Products | 2.50% | 3.49% | 2.50% |
HDFC Asset Management Company Limited Capital Markets | 2.35% | 2.62% | 2.35% |
Mahindra & Mahindra Financial Services Limited Finance | 2.32% | 2.42% | 2.32% |
Polycab India Limited Industrial Products | 2.56% | 2.25% | 2.25% |
Shriram Finance Limited Finance | 3.80% | 2.23% | 2.23% |
Muthoot Finance Limited Finance | 2.12% | 1.87% | 1.87% |
APL Apollo Tubes Limited Industrial Products | 1.87% | 2.99% | 1.87% |
Mahindra & Mahindra Limited Automobiles | 1.62% | 2.35% | 1.62% |
AU Small Finance Bank Limited Banks | 1.43% | 2.13% | 1.43% |
Alkem Laboratories Limited Pharmaceuticals & Biotechnology | 2.00% | 1.23% | 1.23% |
Hyundai Motor India Limited Automobiles | 2.19% | 0.86% | 0.86% |
Hindustan Zinc Limited Non - Ferrous Metals | 2.63% | 0.76% | 0.76% |
LTIMindtree Limited IT - Software | 1.50% | 0.75% | 0.75% |
Coromandel International Limited Fertilizers & Agrochemicals | 0.34% | 0.77% | 0.34% |
Zydus Lifesciences Limited Pharmaceuticals & Biotechnology | 2.01% | 0.00% | 0.00% |
Unique to DSP Quant
- Larsen & Toubro Limited3.14%
- Cummins India Limited2.72%
- Indus Towers Limited2.70%
- Infosys Limited2.68%
Unique to Kotak Quant
- STATE BANK OF INDIA.4.16%
- Dr.Reddy's Laboratories Ltd.3.65%
- TITAN COMPANY LTD.3.42%
- Max Financial Services Ltd3.18%
- TATA CONSUMER PRODUCTS LTD.3.16%
Sector Overlap Breakdown
Automobiles10.9% (5)
Finance6.4% (3)
Banks4.8% (2)
Industrial Products4.1% (2)
Non - Ferrous Metals3.5% (2)
Telecom - Services3.2% (1)
Food Products2.5% (1)
Agricultural Food & other Products2.5% (1)
Capital Markets2.4% (1)
Pharmaceuticals & Biotechnology1.2% (2)
IT - Software0.8% (1)
Fertilizers & Agrochemicals0.3% (1)
More comparisons for Kotak Quant
- vs ADITYA BIRLA SUN LIFE QUANT53.7% · 25 stocks
- vs Axis Quant43.1% · 16 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.