HDFC Dividend Yield Fund vs Kotak Large Cap Fund
HDFC vs Kotak· Portfolio Overlap Analysis
47.0%High Overlap
29 common stocksRank #13268 / 20,000
Investor takeaway: At 47.0% 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 (29)
| Stock | Wt% in HDFC Dividend Yield | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 5.91% | 7.01% | 5.91% |
ICICI Bank Ltd. Banks | 5.05% | 7.36% | 5.05% |
Axis Bank Ltd. Banks | 3.85% | 3.35% | 3.35% |
Larsen and Toubro Ltd. Construction | 2.78% | 4.22% | 2.78% |
Maruti Suzuki India Limited Automobiles | 2.46% | 2.41% | 2.41% |
Bharti Airtel Ltd. Telecom - Services | 2.41% | 3.78% | 2.41% |
Reliance Industries Ltd. Petroleum Products | 2.38% | 6.39% | 2.38% |
State Bank of India Banks | 2.26% | 4.83% | 2.26% |
NTPC Limited Power | 2.15% | 2.89% | 2.15% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.87% | 2.59% | 1.87% |
Infosys Limited IT - Software | 1.84% | 3.32% | 1.84% |
Kotak Mahindra Bank Limited Banks | 2.25% | 1.55% | 1.55% |
Tata Consultancy Services Ltd. IT - Software | 1.49% | 1.68% | 1.49% |
Tata Steel Ltd. Ferrous Metals | 1.45% | 2.14% | 1.45% |
ITC LIMITED Diversified FMCG | 1.23% | 2.05% | 1.23% |
Tech Mahindra Ltd. IT - Software | 1.86% | 1.04% | 1.04% |
Hindustan Unilever Ltd. Diversified FMCG | 1.14% | 0.97% | 0.97% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 0.90% | 0.93% | 0.90% |
Power Finance Corporation Ltd. Finance | 0.85% | 0.84% | 0.84% |
Cummins India Ltd. Industrial Products | 0.79% | 1.07% | 0.79% |
HDFC Life Insurance Company Limited Insurance | 0.72% | 0.82% | 0.72% |
Bharat Electronics Ltd. Aerospace & Defense | 0.68% | 1.38% | 0.68% |
Apollo Tyres Ltd. Auto Components | 0.62% | 0.94% | 0.62% |
Godrej Consumer Products Ltd. Personal Products | 0.62% | 1.21% | 0.62% |
Bosch Limited Auto Components | 0.50% | 0.75% | 0.50% |
Mahindra & Mahindra Ltd. Automobiles | 0.41% | 2.90% | 0.41% |
InterGlobe Aviation Ltd. Transport Services | 0.39% | 1.83% | 0.39% |
Anthem Biosciences Limited Pharmaceuticals & Biotechnology | 0.22% | 0.42% | 0.22% |
Coal India Ltd. Consumable Fuels | 1.47% | 0.21% | 0.21% |
Unique to HDFC Dividend Yield
All top holdings are shared with the other fund.
Unique to Kotak Large Cap
- BAJAJ FINANCE LTD.3.14%
Sector Overlap Breakdown
Banks18.1% (5)
IT - Software4.4% (3)
Automobiles2.8% (2)
Construction2.8% (1)
Telecom - Services2.4% (1)
Petroleum Products2.4% (1)
Diversified FMCG2.2% (2)
Power2.1% (1)
Pharmaceuticals & Biotechnology2.1% (2)
Ferrous Metals1.4% (1)
Auto Components1.1% (2)
Healthcare Services0.9% (1)
Finance0.8% (1)
Industrial Products0.8% (1)
Insurance0.7% (1)
Aerospace & Defense0.7% (1)
Personal Products0.6% (1)
Transport Services0.4% (1)
Consumable Fuels0.2% (1)
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More comparisons for Kotak Large Cap
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- vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.