EDELWEISS FLEXI-CAP FUND vs Kotak Contra Fund
Edelweiss vs Kotak· Portfolio Overlap Analysis
46.0%High Overlap
27 common stocksRank #14495 / 20,000
Investor takeaway: At 46.0% 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 (27)
| Stock | Wt% in EDELWEISS FLEXI-CAP | Wt% in Kotak Contra | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 6.07% | 5.82% | 5.82% |
ICICI Bank Ltd. Banks | 4.84% | 4.61% | 4.61% |
State Bank of India Banks | 3.48% | 4.18% | 3.48% |
Reliance Industries Ltd. Petroleum Products | 3.46% | 3.02% | 3.02% |
NTPC Ltd. Power | 3.40% | 2.62% | 2.62% |
Larsen & Toubro Ltd. Construction | 3.23% | 2.62% | 2.62% |
Bharti Airtel Ltd. Telecom - Services | 2.20% | 2.58% | 2.20% |
Infosys Ltd. IT - Software | 2.16% | 2.82% | 2.16% |
Ultratech Cement Ltd. Cement & Cement Products | 2.12% | 2.13% | 2.12% |
Bajaj Finance Ltd. Finance | 1.97% | 2.06% | 1.97% |
Shriram Finance Ltd. Finance | 1.75% | 3.26% | 1.75% |
Fortis Healthcare Ltd. Healthcare Services | 1.52% | 2.41% | 1.52% |
Bharat Electronics Ltd. Aerospace & Defense | 1.15% | 1.71% | 1.15% |
Tata Steel Ltd. Ferrous Metals | 2.62% | 0.99% | 0.99% |
Indian Bank Banks | 0.99% | 1.40% | 0.99% |
Maruti Suzuki India Ltd. Automobiles | 0.92% | 2.58% | 0.92% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.91% | 1.05% | 0.91% |
SRF Ltd. Chemicals & Petrochemicals | 0.88% | 1.34% | 0.88% |
Axis Bank Ltd. Banks | 0.87% | 2.02% | 0.87% |
Radico Khaitan Ltd. Beverages | 0.87% | 1.11% | 0.87% |
LG Electronics India Ltd. Consumer Durables | 1.04% | 0.84% | 0.84% |
IPCA Laboratories Ltd. Pharmaceuticals & Biotechnology | 0.81% | 1.49% | 0.81% |
GE Vernova T&D India Limited Electrical Equipment | 0.67% | 2.14% | 0.67% |
Kotak Mahindra Bank Ltd. Banks | 1.52% | 0.58% | 0.58% |
Vishal Mega Mart Ltd Retailing | 0.93% | 0.58% | 0.58% |
Tech Mahindra Ltd. IT - Software | 0.56% | 1.90% | 0.56% |
Ashok Leyland Ltd. Agricultural, Commercial & Construction Vehicles | 0.52% | 1.51% | 0.52% |
Unique to EDELWEISS FLEXI-CAP
All top holdings are shared with the other fund.
Unique to Kotak Contra
- Hero MotoCorp Ltd.2.89%
Sector Overlap Breakdown
Banks16.4% (6)
Finance3.7% (2)
Petroleum Products3.0% (1)
IT - Software2.7% (2)
Power2.6% (1)
Construction2.6% (1)
Telecom - Services2.2% (1)
Cement & Cement Products2.1% (1)
Healthcare Services1.5% (1)
Aerospace & Defense1.1% (1)
Ferrous Metals1.0% (1)
Automobiles0.9% (1)
Non - Ferrous Metals0.9% (1)
Chemicals & Petrochemicals0.9% (1)
Beverages0.9% (1)
Consumer Durables0.8% (1)
Pharmaceuticals & Biotechnology0.8% (1)
Electrical Equipment0.7% (1)
Retailing0.6% (1)
Agricultural, Commercial & Construction Vehicles0.5% (1)
More comparisons for EDELWEISS FLEXI-CAP
- vs EDELWEISS MULTI CAP65.6% · 74 stocks
- vs EDELWEISS ELSS TAX SAVER60.3% · 57 stocks
- vs CANARA ROBECO LARGE CAP55.3% · 42 stocks
- vs IB11-Groww ELSS Tax Saver55.2% · 41 stocks
- vs EDELWEISS LARGE CAP54.5% · 44 stocks
More comparisons for Kotak Contra
- vs Kotak Focused56.2% · 23 stocks
- vs Kotak Large & Midcap56.2% · 34 stocks
- vs Kotak ELSS Tax Saver54.6% · 30 stocks
- vs Kotak Large Cap52.5% · 30 stocks
- vs Kotak Dividend Yield51.3% · 24 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.