ET vs Kotak Large Cap Fund
Canara Robeco vs Kotak· Portfolio Overlap Analysis
58.4%High Overlap
32 common stocksRank #5699 / 20,000
Investor takeaway: At 58.4% 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 (32)
| Stock | Wt% in ET | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd Banks | 7.19% | 7.01% | 7.01% |
ICICI Bank Ltd Banks | 6.76% | 7.36% | 6.76% |
Reliance Industries Ltd Petroleum Products | 3.98% | 6.39% | 3.98% |
State Bank of India Banks | 3.78% | 4.83% | 3.78% |
Larsen & Toubro Ltd Construction | 3.42% | 4.22% | 3.42% |
Infosys Ltd IT - Software | 3.22% | 3.32% | 3.22% |
Bharti Airtel Ltd Telecom - Services | 3.12% | 3.78% | 3.12% |
Axis Bank Ltd Banks | 2.76% | 3.35% | 2.76% |
Bajaj Finance Ltd Finance | 2.64% | 3.14% | 2.64% |
Ultratech Cement Ltd Cement & Cement Products | 1.76% | 2.22% | 1.76% |
Interglobe Aviation Ltd Transport Services | 1.44% | 1.83% | 1.44% |
Eternal Ltd Retailing | 1.63% | 1.38% | 1.38% |
NTPC Ltd Power | 1.38% | 2.89% | 1.38% |
Mahindra & Mahindra Ltd Automobiles | 1.24% | 2.90% | 1.24% |
Sun Pharmaceutical Industries Ltd Pharmaceuticals & Biotechnology | 1.18% | 2.59% | 1.18% |
ITC Ltd Diversified FMCG | 1.11% | 2.05% | 1.11% |
Maruti Suzuki India Ltd Automobiles | 1.10% | 2.41% | 1.10% |
Cummins India Ltd Industrial Products | 1.09% | 1.07% | 1.07% |
Bharat Electronics Ltd Aerospace & Defense | 1.02% | 1.38% | 1.02% |
Godrej Consumer Products Ltd Personal Products | 0.94% | 1.21% | 0.94% |
Samvardhana Motherson International Ltd Auto Components | 1.82% | 0.91% | 0.91% |
United Spirits Ltd Beverages | 0.89% | 1.15% | 0.89% |
Tata Consultancy Services Ltd IT - Software | 0.86% | 1.68% | 0.86% |
Power Finance Corporation Ltd Finance | 0.96% | 0.84% | 0.84% |
HDFC Life Insurance Co Ltd Insurance | 0.85% | 0.82% | 0.82% |
Tech Mahindra Ltd IT - Software | 0.70% | 1.04% | 0.70% |
Solar Industries India Ltd Chemicals & Petrochemicals | 0.70% | 1.53% | 0.70% |
Schaeffler India Ltd Auto Components | 1.13% | 0.64% | 0.64% |
Britannia Industries Ltd Food Products | 0.54% | 0.77% | 0.54% |
Oberoi Realty Ltd Realty | 0.90% | 0.51% | 0.51% |
Vishal Mega Mart Ltd Retailing | 0.62% | 0.46% | 0.46% |
Coal India Ltd Consumable Fuels | 1.27% | 0.21% | 0.21% |
Unique to ET
- Ge Vernova T&D India Ltd2.31%
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks20.3% (4)
IT - Software4.8% (3)
Petroleum Products4.0% (1)
Finance3.5% (2)
Construction3.4% (1)
Telecom - Services3.1% (1)
Automobiles2.3% (2)
Retailing1.8% (2)
Cement & Cement Products1.8% (1)
Auto Components1.6% (2)
Transport Services1.4% (1)
Power1.4% (1)
Pharmaceuticals & Biotechnology1.2% (1)
Diversified FMCG1.1% (1)
Industrial Products1.1% (1)
Aerospace & Defense1.0% (1)
Personal Products0.9% (1)
Beverages0.9% (1)
Insurance0.8% (1)
Chemicals & Petrochemicals0.7% (1)
Food Products0.5% (1)
Realty0.5% (1)
Consumable Fuels0.2% (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 Large Cap
- vs CANARA ROBECO LARGE CAP67.7% · 31 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY 5067.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 Index67.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 ETF67.1% · 28 stocks
- vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.