HDFC Large Cap Fund vs Kotak Large Cap Fund
HDFC vs Kotak· Portfolio Overlap Analysis
46.9%High Overlap
22 common stocksRank #13387 / 20,000
Investor takeaway: At 46.9% 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 (22)
| Stock | Wt% in HDFC Large Cap | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 9.50% | 7.36% | 7.36% |
HDFC Bank Ltd. Banks | 8.58% | 7.01% | 7.01% |
Reliance Industries Ltd. Petroleum Products | 4.96% | 6.39% | 4.96% |
Bharti Airtel Ltd. Telecom - Services | 5.59% | 3.78% | 3.78% |
Axis Bank Ltd. Banks | 3.70% | 3.35% | 3.35% |
Infosys Limited IT - Software | 3.67% | 3.32% | 3.32% |
NTPC Limited Power | 2.13% | 2.89% | 2.13% |
State Bank of India Banks | 1.91% | 4.83% | 1.91% |
InterGlobe Aviation Ltd. Transport Services | 1.81% | 1.83% | 1.81% |
Kotak Mahindra Bank Limited Banks | 5.34% | 1.55% | 1.55% |
Larsen and Toubro Ltd. Construction | 1.40% | 4.22% | 1.40% |
Eternal Limited Retailing | 1.86% | 1.38% | 1.38% |
Maruti Suzuki India Limited Automobiles | 1.33% | 2.41% | 1.33% |
United Spirits Limited Beverages | 1.65% | 1.15% | 1.15% |
UltraTech Cement Limited Cement & Cement Products | 1.03% | 2.22% | 1.03% |
Mahindra & Mahindra Ltd. Automobiles | 0.84% | 2.90% | 0.84% |
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 3.44% | 0.76% | 0.76% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 0.51% | 2.59% | 0.51% |
Vishal Mega Mart Limited Retailing | 1.45% | 0.46% | 0.46% |
Swiggy Limited Retailing | 0.73% | 0.38% | 0.38% |
Cummins India Ltd. Industrial Products | 0.28% | 1.07% | 0.28% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.21% | 1.02% | 0.21% |
Unique to HDFC Large Cap
- Titan Company Ltd.4.45%
- Bajaj Auto Limited3.10%
Unique to Kotak Large Cap
- BAJAJ FINANCE LTD.3.14%
Sector Overlap Breakdown
Banks21.2% (5)
Petroleum Products5.0% (1)
Telecom - Services3.8% (1)
IT - Software3.3% (1)
Retailing2.2% (3)
Automobiles2.2% (2)
Power2.1% (1)
Transport Services1.8% (1)
Construction1.4% (1)
Pharmaceuticals & Biotechnology1.3% (2)
Beverages1.1% (1)
Cement & Cement Products1.0% (1)
Industrial Products0.3% (1)
Non - Ferrous Metals0.2% (1)
More comparisons for HDFC Large Cap
- vs CANARA ROBECO LARGE CAP58.8% · 31 stocks
- vs HDFC NIFTY 50 ETF55.5% · 26 stocks
- vs HDFC Nifty 50 Index55.5% · 26 stocks
- vs ICICI Prudential Nifty 50 ETF55.5% · 26 stocks
- vs Mirae Asset Nifty 50 ETF55.5% · 26 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.