HDFC Value Fund vs Kotak Large Cap Fund
HDFC vs Kotak· Portfolio Overlap Analysis
50.2%High Overlap
22 common stocksRank #10076 / 20,000
Investor takeaway: At 50.2% 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 Value | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 6.98% | 7.36% | 6.98% |
HDFC Bank Ltd. Banks | 6.19% | 7.01% | 6.19% |
State Bank of India Banks | 4.46% | 4.83% | 4.46% |
Axis Bank Ltd. Banks | 4.57% | 3.35% | 3.35% |
Bharti Airtel Ltd. Telecom - Services | 3.30% | 3.78% | 3.30% |
Infosys Limited IT - Software | 3.07% | 3.32% | 3.07% |
Larsen and Toubro Ltd. Construction | 3.03% | 4.22% | 3.03% |
NTPC Limited Power | 2.58% | 2.89% | 2.58% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 2.58% | 2.59% | 2.58% |
Reliance Industries Ltd. Petroleum Products | 1.89% | 6.39% | 1.89% |
Bharat Electronics Ltd. Aerospace & Defense | 2.40% | 1.38% | 1.38% |
Maruti Suzuki India Limited Automobiles | 1.36% | 2.41% | 1.36% |
Eternal Limited Retailing | 1.30% | 1.38% | 1.30% |
Godrej Consumer Products Ltd. Personal Products | 1.51% | 1.21% | 1.21% |
UltraTech Cement Limited Cement & Cement Products | 1.21% | 2.22% | 1.21% |
United Spirits Limited Beverages | 1.46% | 1.15% | 1.15% |
Tech Mahindra Ltd. IT - Software | 1.56% | 1.04% | 1.04% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 1.04% | 1.49% | 1.04% |
Hindustan Unilever Ltd. Diversified FMCG | 0.93% | 0.97% | 0.93% |
Britannia Industries Ltd. Food Products | 1.34% | 0.77% | 0.77% |
Bosch Limited Auto Components | 1.42% | 0.75% | 0.75% |
MphasiS Limited. IT - Software | 0.62% | 0.62% | 0.62% |
Unique to HDFC Value
- Au Small Finance Bank Ltd.2.55%
Unique to Kotak Large Cap
- BAJAJ FINANCE LTD.3.14%
- Mahindra & Mahindra Ltd.2.90%
Sector Overlap Breakdown
Banks21.0% (4)
IT - Software4.7% (3)
Telecom - Services3.3% (1)
Construction3.0% (1)
Petroleum Products2.9% (2)
Power2.6% (1)
Pharmaceuticals & Biotechnology2.6% (1)
Aerospace & Defense1.4% (1)
Automobiles1.4% (1)
Retailing1.3% (1)
Personal Products1.2% (1)
Cement & Cement Products1.2% (1)
Beverages1.1% (1)
Diversified FMCG0.9% (1)
Food Products0.8% (1)
Auto Components0.8% (1)
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More comparisons for Kotak Large Cap
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- vs Bajaj Finserv Nifty 50 ETF67.1% · 28 stocks
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.