ET vs Kotak Focused Fund
Canara Robeco vs Kotak· Portfolio Overlap Analysis
47.6%High Overlap
21 common stocksRank #12571 / 20,000
Investor takeaway: At 47.6% 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 (21)
| Stock | Wt% in ET | Wt% in Kotak Focused | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 7.19% | 6.92% | 6.92% |
ICICI Bank Ltd Banks | 6.76% | 5.99% | 5.99% |
State Bank of India Banks | 3.78% | 5.42% | 3.78% |
Reliance Industries Ltd Petroleum Products | 3.98% | 3.33% | 3.33% |
Bharti Airtel Ltd Telecom - Services | 3.12% | 5.05% | 3.12% |
Larsen & Toubro Ltd Construction | 3.42% | 2.85% | 2.85% |
Axis Bank Ltd Banks | 2.76% | 3.35% | 2.76% |
Infosys Ltd IT - Software | 3.22% | 2.68% | 2.68% |
Ge Vernova T&D India Ltd Electrical Equipment | 2.31% | 3.48% | 2.31% |
Divi's Laboratories Ltd Pharmaceuticals & Biotechnology | 1.82% | 2.59% | 1.82% |
Ultratech Cement Ltd Cement & Cement Products | 1.76% | 3.20% | 1.76% |
Eternal Ltd Retailing | 1.63% | 4.23% | 1.63% |
Interglobe Aviation Ltd Transport Services | 1.44% | 2.96% | 1.44% |
NTPC Ltd Power | 1.38% | 3.40% | 1.38% |
KEI Industries Ltd Industrial Products | 1.28% | 3.67% | 1.28% |
Maruti Suzuki India Ltd Automobiles | 1.10% | 3.74% | 1.10% |
Bharat Electronics Ltd Aerospace & Defense | 1.02% | 4.20% | 1.02% |
Godrej Consumer Products Ltd Personal Products | 0.94% | 2.10% | 0.94% |
Tech Mahindra Ltd IT - Software | 0.70% | 2.40% | 0.70% |
ICICI Prudential Asset Management Co Ltd Capital Markets | 0.61% | 1.50% | 0.61% |
FSN E-Commerce Ventures Ltd Retailing | 0.86% | 0.21% | 0.21% |
Unique to ET
- Bajaj Finance Ltd2.64%
Unique to Kotak Focused
- SHRIRAM FINANCE LIMITED5.85%
- Hero MotoCorp Ltd.3.71%
Sector Overlap Breakdown
Banks19.4% (4)
IT - Software3.4% (2)
Petroleum Products3.3% (1)
Telecom - Services3.1% (1)
Construction2.9% (1)
Electrical Equipment2.3% (1)
Retailing1.8% (2)
Pharmaceuticals & Biotechnology1.8% (1)
Cement & Cement Products1.8% (1)
Transport Services1.4% (1)
Power1.4% (1)
Industrial Products1.3% (1)
Automobiles1.1% (1)
Aerospace & Defense1.0% (1)
Personal Products0.9% (1)
Capital Markets0.6% (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 Focused
- vs Kotak Contra56.2% · 23 stocks
- vs Kotak Flexicap52.5% · 19 stocks
- vs Kotak ESG Exclusionary Strateg52.0% · 17 stocks
- vs Kotak Large Cap51.8% · 20 stocks
- vs CANARA ROBECO LARGE CAP48.3% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.