HDFC BSE SENSEX ETF vs Kotak Nifty Top 10 Equal Weight Index Fund

HDFC vs Kotak· Portfolio Overlap Analysis

58.3%High Overlap

10 common stocksRank #5734 / 20,000

Investor takeaway: At 58.3% 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 (10)

Stock	Wt% in HDFC BSE SENSEX ETF	Wt% in Kotak Nifty Top 10 Equal Weigh	Overlap
ICICI Bank Ltd. Banks	10.26%	11.03%	10.26%
HDFC Bank Ltd. Banks	14.07%	9.67%	9.67%
Reliance Industries Ltd. Petroleum Products	9.82%	9.66%	9.66%
Bharti Airtel Ltd. Telecom - Services	5.47%	9.64%	5.47%
Larsen and Toubro Ltd. Construction	5.21%	11.42%	5.21%
Infosys Limited IT - Software	4.84%	8.48%	4.84%
Axis Bank Ltd. Banks	4.11%	12.17%	4.11%
Kotak Mahindra Bank Limited Banks	3.18%	10.36%	3.18%
ITC LIMITED Diversified FMCG	3.15%	8.38%	3.15%
Tata Consultancy Services Ltd. IT - Software	2.78%	8.69%	2.78%

Unique to HDFC BSE SENSEX ETF

State Bank of India5.20%
Mahindra & Mahindra Ltd.3.17%

Unique to Kotak Nifty Top 10 Equal Weigh

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

27.2% (4)

Petroleum Products

9.7% (1)

IT - Software

7.6% (2)

Telecom - Services

5.5% (1)

Construction

5.2% (1)

Diversified FMCG

3.1% (1)

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More comparisons for Kotak Nifty Top 10 Equal Weigh

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vs HDFC BSE Sensex Index58.4% · 10 stocks

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