EDELWEISS TECHNOLOGY FUND vs Kotak Technology Fund

Edelweiss vs Kotak· Portfolio Overlap Analysis

48.3%High Overlap
15 common stocksRank #11895 / 20,000

Investor takeaway: At 48.3% 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 (15)

StockWt% in EDELWEISS TECHNOLOGYWt% in Kotak TechnologyOverlap
Bharti Airtel Ltd.
Telecom - Services
10.97%16.38%10.97%
Infosys Ltd.
IT - Software
8.40%19.94%8.40%
Tech Mahindra Ltd.
IT - Software
5.94%7.38%5.94%
HCL Technologies Ltd.
IT - Software
4.81%3.41%3.41%
Mphasis Ltd.
IT - Software
4.88%3.35%3.35%
Eternal Ltd.
Retailing
3.20%5.78%3.20%
Persistent Systems Ltd.
IT - Software
3.17%3.65%3.17%
Tata Consultancy Services Ltd.
IT - Software
2.06%6.63%2.06%
Coforge Ltd.
IT - Software
2.17%1.81%1.81%
LTIMindtree Ltd.
IT - Software
4.12%1.45%1.45%
Dixon Technologies (India) Ltd.
Consumer Durables
1.15%1.92%1.15%
Birlasoft Ltd.
IT - Software
1.16%1.13%1.13%
Indus Towers Ltd.
Telecom - Services
0.99%3.22%0.99%
Oracle Financial Services Software Ltd.
IT - Software
0.72%1.54%0.72%
Zensar Technologies Ltd.
IT - Software
1.72%0.56%0.56%

Unique to EDELWEISS TECHNOLOGY

  • Ather Energy Ltd.3.54%
  • PB Fintech Ltd.2.48%

Unique to Kotak Technology

  • BHARTI HEXACOM LTD.3.50%

Sector Overlap Breakdown

IT - Software
32.0% (11)
Telecom - Services
12.0% (2)
Retailing
3.2% (1)
Consumer Durables
1.1% (1)

More comparisons for EDELWEISS TECHNOLOGY

More comparisons for Kotak Technology

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