HDFC BSE Sensex Index Fund vs Kotak Nifty Top 10 Equal Weight Index Fund
HDFC vs Kotak· Portfolio Overlap Analysis
58.4%High Overlap
10 common stocksRank #5725 / 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 (10)
| Stock | Wt% in HDFC BSE Sensex Index | Wt% in Kotak Nifty Top 10 Equal Weigh | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 10.27% | 11.03% | 10.27% |
HDFC Bank Ltd. Banks | 14.07% | 9.67% | 9.67% |
Reliance Industries Ltd. Petroleum Products | 9.83% | 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 | 4.12% | 12.17% | 4.12% |
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 Index
- 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
Banks27.2% (4)
Petroleum Products9.7% (1)
IT - Software7.6% (2)
Telecom - Services5.5% (1)
Construction5.2% (1)
Diversified FMCG3.1% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.