ET vs Kotak ELSS Tax Saver Fund
Canara Robeco vs Kotak· Portfolio Overlap Analysis
46.4%High Overlap
23 common stocksRank #14098 / 20,000
Investor takeaway: At 46.4% 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 (23)
| Stock | Wt% in ET | Wt% in Kotak ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 7.19% | 8.38% | 7.19% |
ICICI Bank Ltd Banks | 6.76% | 4.99% | 4.99% |
State Bank of India Banks | 3.78% | 5.96% | 3.78% |
Bharti Airtel Ltd Telecom - Services | 3.12% | 3.60% | 3.12% |
Infosys Ltd IT - Software | 3.22% | 2.82% | 2.82% |
Larsen & Toubro Ltd Construction | 3.42% | 2.60% | 2.60% |
Bajaj Finance Ltd Finance | 2.64% | 2.47% | 2.47% |
Axis Bank Ltd Banks | 2.76% | 2.18% | 2.18% |
Reliance Industries Ltd Petroleum Products | 3.98% | 1.80% | 1.80% |
Ultratech Cement Ltd Cement & Cement Products | 1.76% | 1.90% | 1.76% |
Eternal Ltd Retailing | 1.63% | 2.33% | 1.63% |
Divi's Laboratories Ltd Pharmaceuticals & Biotechnology | 1.82% | 1.50% | 1.50% |
Interglobe Aviation Ltd Transport Services | 1.44% | 1.71% | 1.44% |
NTPC Ltd Power | 1.38% | 2.81% | 1.38% |
Mahindra & Mahindra Ltd Automobiles | 1.24% | 1.87% | 1.24% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 1.18% | 2.05% | 1.18% |
TVS Motor Co Ltd Automobiles | 1.47% | 1.07% | 1.07% |
United Spirits Ltd Beverages | 0.89% | 0.98% | 0.89% |
Linde India Ltd Chemicals & Petrochemicals | 0.77% | 2.12% | 0.77% |
Tech Mahindra Ltd IT - Software | 0.70% | 2.88% | 0.70% |
Solar Industries India Ltd Chemicals & Petrochemicals | 0.70% | 1.27% | 0.70% |
ICICI Prudential Asset Management Co Ltd Capital Markets | 0.61% | 0.60% | 0.60% |
Britannia Industries Ltd Food Products | 0.54% | 2.69% | 0.54% |
Unique to ET
- Ge Vernova T&D India Ltd2.31%
Unique to Kotak ELSS Tax Saver
- Hero MotoCorp Ltd.2.70%
Sector Overlap Breakdown
Banks18.1% (4)
IT - Software3.5% (2)
Telecom - Services3.1% (1)
Pharmaceuticals & Biotechnology2.7% (2)
Construction2.6% (1)
Finance2.5% (1)
Automobiles2.3% (2)
Petroleum Products1.8% (1)
Cement & Cement Products1.8% (1)
Retailing1.6% (1)
Chemicals & Petrochemicals1.5% (2)
Transport Services1.4% (1)
Power1.4% (1)
Beverages0.9% (1)
Capital Markets0.6% (1)
Food Products0.5% (1)
More comparisons for ET
- vs CANARA ROBECO FLEXICAP73.8% · 52 stocks
- vs CANARA ROBECO LARGE CAP65.4% · 41 stocks
- vs HDFC NIFTY 100 ETF59.1% · 42 stocks
- vs Axis Nifty 100 Index59.1% · 42 stocks
- vs ICICI Prudential Nifty 100 ETF59.1% · 42 stocks
More comparisons for Kotak ELSS Tax Saver
- vs Kotak Large & Midcap57.2% · 34 stocks
- vs Kotak ESG Exclusionary Strateg55.2% · 25 stocks
- vs Kotak Contra54.6% · 30 stocks
- vs Kotak Large Cap54.5% · 27 stocks
- vs Kotak Flexicap51.0% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.