HDFC Technology Fund vs Kotak Technology Fund

HDFC vs Kotak· Portfolio Overlap Analysis

59.5%High Overlap
15 common stocksRank #5312 / 20,000

Investor takeaway: At 59.5% 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 (15)

StockWt% in HDFC TechnologyWt% in Kotak TechnologyOverlap
Bharti Airtel Ltd.
Telecom - Services
14.72%16.38%14.72%
Infosys Limited
IT - Software
14.60%19.94%14.60%
Tata Consultancy Services Ltd.
IT - Software
11.84%6.63%6.63%
Tech Mahindra Ltd.
IT - Software
4.54%7.38%4.54%
HCL Technologies Ltd.
IT - Software
8.63%3.41%3.41%
MphasiS Limited.
IT - Software
5.39%3.35%3.35%
Eternal Limited
Retailing
3.14%5.78%3.14%
Coforge Limited
IT - Software
1.84%1.81%1.81%
Bharti Hexacom Limited
Telecom - Services
1.57%3.50%1.57%
Indus Towers Limited
Telecom - Services
1.54%3.22%1.54%
Wipro Ltd.
IT - Software
1.49%1.41%1.41%
Birlasoft Limited
IT - Software
2.50%1.13%1.13%
Firstsource Solutions Ltd.
Commercial Services & Supplies
3.26%0.98%0.98%
Zensar Technologies Ltd.
IT - Software
4.19%0.56%0.56%
Persistent Systems Limited
IT - Software
0.14%3.65%0.14%

Unique to HDFC Technology

  • INFO EDGE (INDIA) LIMITED3.81%

Unique to Kotak Technology

All top holdings are shared with the other fund.

Sector Overlap Breakdown

IT - Software
37.6% (10)
Telecom - Services
17.8% (3)
Retailing
3.1% (1)
Commercial Services & Supplies
1.0% (1)

More comparisons for HDFC Technology

More comparisons for Kotak Technology

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