HDFC Balanced Advantage Fund vs Kotak Large Cap Fund
HDFC vs Kotak· Portfolio Overlap Analysis
44.3%High Overlap
33 common stocksRank #17128 / 20,000
Investor takeaway: At 44.3% 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 (33)
| Stock | Wt% in HDFC Balanced Advantage | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 4.77% | 7.36% | 4.77% |
HDFC Bank Ltd. Banks | 4.50% | 7.01% | 4.50% |
State Bank of India Banks | 3.91% | 4.83% | 3.91% |
Reliance Industries Ltd. Petroleum Products | 3.75% | 6.39% | 3.75% |
Bharti Airtel Ltd. Telecom - Services | 2.82% | 3.78% | 2.82% |
Larsen and Toubro Ltd. Construction | 2.62% | 4.22% | 2.62% |
Axis Bank Ltd. Banks | 2.55% | 3.35% | 2.55% |
NTPC Limited Power | 2.25% | 2.89% | 2.25% |
Infosys Limited IT - Software | 1.97% | 3.32% | 1.97% |
Maruti Suzuki India Limited Automobiles | 1.57% | 2.41% | 1.57% |
Kotak Mahindra Bank Limited Banks | 1.47% | 1.55% | 1.47% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.35% | 2.59% | 1.35% |
ITC LIMITED Diversified FMCG | 1.21% | 2.05% | 1.21% |
Tata Consultancy Services Ltd. IT - Software | 1.20% | 1.68% | 1.20% |
InterGlobe Aviation Ltd. Transport Services | 1.09% | 1.83% | 1.09% |
Eternal Limited Retailing | 1.01% | 1.38% | 1.01% |
Mahindra & Mahindra Ltd. Automobiles | 0.90% | 2.90% | 0.90% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 0.75% | 1.49% | 0.75% |
Tata Steel Ltd. Ferrous Metals | 0.75% | 2.14% | 0.75% |
Power Finance Corporation Ltd. Finance | 0.71% | 0.84% | 0.71% |
Apollo Tyres Ltd. Auto Components | 0.38% | 0.94% | 0.38% |
Vishal Mega Mart Limited Retailing | 0.36% | 0.46% | 0.36% |
Bharat Forge Ltd. Auto Components | 0.33% | 0.89% | 0.33% |
Britannia Industries Ltd. Food Products | 0.31% | 0.77% | 0.31% |
MphasiS Limited. IT - Software | 0.27% | 0.62% | 0.27% |
United Spirits Limited Beverages | 0.27% | 1.15% | 0.27% |
Hindustan Unilever Ltd. Diversified FMCG | 0.24% | 0.97% | 0.24% |
Coal India Ltd. Consumable Fuels | 1.87% | 0.21% | 0.21% |
Bosch Limited Auto Components | 0.19% | 0.75% | 0.19% |
HDFC Life Insurance Company Limited Insurance | 0.17% | 0.82% | 0.17% |
Tech Mahindra Ltd. IT - Software | 0.16% | 1.04% | 0.16% |
Shriram Finance Ltd. Finance | 0.14% | 1.98% | 0.14% |
LG Electronics India Limited Consumer Durables | 0.10% | 0.64% | 0.10% |
Unique to HDFC Balanced Advantage
All top holdings are shared with the other fund.
Unique to Kotak Large Cap
- BAJAJ FINANCE LTD.3.14%
Sector Overlap Breakdown
Banks17.2% (5)
Petroleum Products4.5% (2)
IT - Software3.6% (4)
Telecom - Services2.8% (1)
Construction2.6% (1)
Automobiles2.5% (2)
Power2.3% (1)
Diversified FMCG1.4% (2)
Retailing1.4% (2)
Pharmaceuticals & Biotechnology1.4% (1)
Transport Services1.1% (1)
Auto Components0.9% (3)
Finance0.8% (2)
Ferrous Metals0.8% (1)
Food Products0.3% (1)
Beverages0.3% (1)
Consumable Fuels0.2% (1)
Insurance0.2% (1)
Consumer Durables0.1% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.