EDELWEISS FOCUSED FUND vs Kotak Focused Fund

Edelweiss vs Kotak· Portfolio Overlap Analysis

45.0%High Overlap
11 common stocksRank #16112 / 20,000

Investor takeaway: At 45.0% 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 (11)

StockWt% in EDELWEISS FOCUSEDWt% in Kotak FocusedOverlap
HDFC Bank Ltd.
Banks
6.77%6.92%6.77%
ICICI Bank Ltd.
Banks
5.85%5.99%5.85%
State Bank of India
Banks
5.39%5.42%5.39%
Shriram Finance Ltd.
Finance
5.13%5.85%5.13%
KEI Industries Ltd.
Industrial Products
4.19%3.67%3.67%
NTPC Ltd.
Power
3.43%3.40%3.40%
Reliance Industries Ltd.
Petroleum Products
5.70%3.33%3.33%
Ultratech Cement Ltd.
Cement & Cement Products
3.40%3.20%3.20%
Larsen & Toubro Ltd.
Construction
5.99%2.85%2.85%
Bharat Electronics Ltd.
Aerospace & Defense
2.70%4.20%2.70%
Infosys Ltd.
IT - Software
3.21%2.68%2.68%

Unique to EDELWEISS FOCUSED

  • Tata Steel Ltd.4.89%
  • Marico Ltd.4.40%

Unique to Kotak Focused

  • BHARTI AIRTEL LTD.5.05%
  • ETERNAL LIMITED4.23%
  • Maruti Suzuki India Limited3.74%
  • Hero MotoCorp Ltd.3.71%

Sector Overlap Breakdown

Banks
18.0% (3)
Finance
5.1% (1)
Industrial Products
3.7% (1)
Power
3.4% (1)
Petroleum Products
3.3% (1)
Cement & Cement Products
3.2% (1)
Construction
2.9% (1)
Aerospace & Defense
2.7% (1)
IT - Software
2.7% (1)

More comparisons for EDELWEISS FOCUSED

More comparisons for Kotak Focused

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.