HDFC Retirement Savings Fund - Equity Plan vs Kotak Large Cap Fund
HDFC vs Kotak· Portfolio Overlap Analysis
46.5%High Overlap
20 common stocksRank #13991 / 20,000
Investor takeaway: At 46.5% 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 (20)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.62% | 7.01% | 7.01% |
ICICI Bank Ltd. Banks | 6.31% | 7.36% | 6.31% |
Reliance Industries Ltd. Petroleum Products | 3.99% | 6.39% | 3.99% |
State Bank of India Banks | 3.44% | 4.83% | 3.44% |
Axis Bank Ltd. Banks | 4.75% | 3.35% | 3.35% |
Infosys Limited IT - Software | 2.98% | 3.32% | 2.98% |
Bharti Airtel Ltd. Telecom - Services | 2.69% | 3.78% | 2.69% |
Larsen and Toubro Ltd. Construction | 2.45% | 4.22% | 2.45% |
Maruti Suzuki India Limited Automobiles | 3.19% | 2.41% | 2.41% |
Tata Consultancy Services Ltd. IT - Software | 2.64% | 1.68% | 1.68% |
Kotak Mahindra Bank Limited Banks | 3.39% | 1.55% | 1.55% |
ITC LIMITED Diversified FMCG | 1.48% | 2.05% | 1.48% |
NTPC Limited Power | 1.37% | 2.89% | 1.37% |
Tata Steel Ltd. Ferrous Metals | 1.06% | 2.14% | 1.06% |
United Spirits Limited Beverages | 0.99% | 1.15% | 0.99% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 0.84% | 0.93% | 0.84% |
InterGlobe Aviation Ltd. Transport Services | 0.83% | 1.83% | 0.83% |
HDFC Life Insurance Company Limited Insurance | 1.13% | 0.82% | 0.82% |
Godrej Consumer Products Ltd. Personal Products | 0.64% | 1.21% | 0.64% |
Gujarat State Petronet Ltd. Gas | 0.65% | 0.57% | 0.57% |
Unique to HDFC Retirement Savings Fund -
All top holdings are shared with the other fund.
Unique to Kotak Large Cap
- BAJAJ FINANCE LTD.3.14%
- Mahindra & Mahindra Ltd.2.90%
Sector Overlap Breakdown
Banks21.7% (5)
IT - Software4.7% (2)
Petroleum Products4.0% (1)
Telecom - Services2.7% (1)
Construction2.5% (1)
Automobiles2.4% (1)
Diversified FMCG1.5% (1)
Power1.4% (1)
Ferrous Metals1.1% (1)
Beverages1.0% (1)
Healthcare Services0.8% (1)
Transport Services0.8% (1)
Insurance0.8% (1)
Personal Products0.6% (1)
Gas0.6% (1)
More comparisons for HDFC Retirement Savings Fund -
- vs HDFC Retirement Savings Fund -64.1% · 52 stocks
- vs HDFC ELSS Tax saver57.2% · 32 stocks
- vs HDFC Hybrid Equity53.0% · 35 stocks
- vs HDFC Flexi Cap51.6% · 26 stocks
- vs LIC MF NIFTY 50 ETF50.8% · 22 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.