EDELWEISS LARGE CAP FUND vs Kotak Flexicap Fund
Edelweiss vs Kotak· Portfolio Overlap Analysis
45.5%High Overlap
25 common stocksRank #15311 / 20,000
Investor takeaway: At 45.5% 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 EDELWEISS LARGE CAP | Wt% in Kotak Flexicap | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.59% | 6.17% | 6.17% |
ICICI Bank Ltd. Banks | 6.63% | 5.34% | 5.34% |
Larsen & Toubro Ltd. Construction | 4.35% | 3.99% | 3.99% |
State Bank of India Banks | 3.98% | 5.03% | 3.98% |
Bharti Airtel Ltd. Telecom - Services | 3.61% | 2.88% | 2.88% |
Axis Bank Ltd. Banks | 2.53% | 3.89% | 2.53% |
Reliance Industries Ltd. Petroleum Products | 5.51% | 2.45% | 2.45% |
Infosys Ltd. IT - Software | 2.78% | 2.42% | 2.42% |
Bajaj Finance Ltd. Finance | 3.30% | 1.82% | 1.82% |
Ultratech Cement Ltd. Cement & Cement Products | 1.81% | 3.07% | 1.81% |
Maruti Suzuki India Ltd. Automobiles | 1.64% | 2.09% | 1.64% |
NTPC Ltd. Power | 2.23% | 1.21% | 1.21% |
Tata Consultancy Services Ltd. IT - Software | 1.11% | 1.21% | 1.11% |
Tech Mahindra Ltd. IT - Software | 1.04% | 1.12% | 1.04% |
Hindustan Unilever Ltd. Diversified FMCG | 0.90% | 1.07% | 0.90% |
InterGlobe Aviation Ltd. Transport Services | 0.83% | 2.29% | 0.83% |
Indus Towers Ltd. Telecom - Services | 0.83% | 1.04% | 0.83% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.75% | 1.22% | 0.75% |
Eternal Ltd. Retailing | 0.71% | 2.77% | 0.71% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 0.63% | 1.29% | 0.63% |
Godrej Consumer Products Ltd. Personal Products | 0.71% | 0.54% | 0.54% |
Power Grid Corporation of India Ltd. Power | 0.51% | 1.05% | 0.51% |
Kotak Mahindra Bank Ltd. Banks | 0.49% | 1.35% | 0.49% |
AU Small Finance Bank Ltd. Banks | 0.48% | 1.50% | 0.48% |
HCL Technologies Ltd. IT - Software | 0.42% | 0.95% | 0.42% |
Unique to EDELWEISS LARGE CAP
- Mahindra & Mahindra Ltd.3.22%
Unique to Kotak Flexicap
- Bharat Electronics Ltd.6.14%
- Jindal Steel & Power Ltd4.16%
- SRF LTD.2.82%
Sector Overlap Breakdown
Banks19.0% (6)
IT - Software5.0% (4)
Construction4.0% (1)
Telecom - Services3.7% (2)
Petroleum Products3.1% (2)
Finance1.8% (1)
Cement & Cement Products1.8% (1)
Power1.7% (2)
Automobiles1.6% (1)
Diversified FMCG0.9% (1)
Transport Services0.8% (1)
Non - Ferrous Metals0.8% (1)
Retailing0.7% (1)
Personal Products0.5% (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 Flexicap
- vs Kotak Large & Midcap57.8% · 36 stocks
- vs Kotak Large Cap55.6% · 29 stocks
- vs Kotak ESG Exclusionary Strateg55.1% · 29 stocks
- vs Kotak Focused52.5% · 19 stocks
- vs Kotak ELSS Tax Saver51.0% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.