EDELWEISS LARGE CAP FUND vs Kotak Contra Fund
Edelweiss vs Kotak· Portfolio Overlap Analysis
49.4%High Overlap
31 common stocksRank #10760 / 20,000
Investor takeaway: At 49.4% 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 (31)
| Stock | Wt% in EDELWEISS LARGE CAP | Wt% in Kotak Contra | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.59% | 5.82% | 5.82% |
ICICI Bank Ltd. Banks | 6.63% | 4.61% | 4.61% |
State Bank of India Banks | 3.98% | 4.18% | 3.98% |
Reliance Industries Ltd. Petroleum Products | 5.51% | 3.02% | 3.02% |
Infosys Ltd. IT - Software | 2.78% | 2.82% | 2.78% |
Larsen & Toubro Ltd. Construction | 4.35% | 2.62% | 2.62% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 2.58% | 2.58% |
NTPC Ltd. Power | 2.23% | 2.62% | 2.23% |
Bajaj Finance Ltd. Finance | 3.30% | 2.06% | 2.06% |
Axis Bank Ltd. Banks | 2.53% | 2.02% | 2.02% |
Ultratech Cement Ltd. Cement & Cement Products | 1.81% | 2.13% | 1.81% |
Maruti Suzuki India Ltd. Automobiles | 1.64% | 2.58% | 1.64% |
Indian Bank Banks | 1.34% | 1.40% | 1.34% |
Bank of Baroda Banks | 1.29% | 1.61% | 1.29% |
GE Vernova T&D India Limited Electrical Equipment | 1.20% | 2.14% | 1.20% |
Tech Mahindra Ltd. IT - Software | 1.04% | 1.90% | 1.04% |
InterGlobe Aviation Ltd. Transport Services | 0.83% | 1.27% | 0.83% |
Indus Towers Ltd. Telecom - Services | 0.83% | 1.41% | 0.83% |
ITC Ltd. Diversified FMCG | 2.12% | 0.80% | 0.80% |
JB Chemicals & Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 0.76% | 0.99% | 0.76% |
SBI Life Insurance Company Ltd. Insurance | 0.76% | 1.01% | 0.76% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.75% | 1.05% | 0.75% |
Godrej Consumer Products Ltd. Personal Products | 0.71% | 1.35% | 0.71% |
Aptus Value Housing Finance India Ltd. Finance | 0.66% | 0.87% | 0.66% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 0.63% | 1.08% | 0.63% |
Mphasis Ltd. IT - Software | 0.63% | 1.99% | 0.63% |
Tata Steel Ltd. Ferrous Metals | 0.57% | 0.99% | 0.57% |
Kotak Mahindra Bank Ltd. Banks | 0.49% | 0.58% | 0.49% |
Vishal Mega Mart Ltd Retailing | 0.47% | 0.58% | 0.47% |
Fortis Healthcare Ltd. Healthcare Services | 0.47% | 2.41% | 0.47% |
Ashok Leyland Ltd. Agricultural, Commercial & Construction Vehicles | 0.00% | 1.51% | 0.00% |
Unique to EDELWEISS LARGE CAP
- Mahindra & Mahindra Ltd.3.22%
Unique to Kotak Contra
- SHRIRAM FINANCE LIMITED3.26%
- Hero MotoCorp Ltd.2.89%
Sector Overlap Breakdown
Banks19.6% (7)
IT - Software4.5% (3)
Petroleum Products3.6% (2)
Telecom - Services3.4% (2)
Finance2.7% (2)
Construction2.6% (1)
Power2.2% (1)
Cement & Cement Products1.8% (1)
Automobiles1.6% (1)
Electrical Equipment1.2% (1)
Transport Services0.8% (1)
Diversified FMCG0.8% (1)
Pharmaceuticals & Biotechnology0.8% (1)
Insurance0.8% (1)
Non - Ferrous Metals0.8% (1)
Personal Products0.7% (1)
Ferrous Metals0.6% (1)
Retailing0.5% (1)
Healthcare Services0.5% (1)
Agricultural, Commercial & Construction Vehicles0.0% (1)
More comparisons for EDELWEISS LARGE CAP
- vs SBI BSE 100 ETF65.9% · 50 stocks
- vs CANARA ROBECO LARGE CAP65.6% · 40 stocks
- vs Axis Nifty 100 Index65.4% · 46 stocks
- vs HDFC NIFTY 100 ETF65.4% · 46 stocks
- vs Motilal Oswal Nifty 100 ETF65.4% · 46 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.