IB01-Groww Large Cap Fund vs Kotak Dividend Yield Fund
Groww vs Kotak· Portfolio Overlap Analysis
50.7%High Overlap
23 common stocksRank #9383 / 20,000
Investor takeaway: At 50.7% 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 (23)
| Stock | Wt% in IB01-Groww Large Cap | Wt% in Kotak Dividend Yield | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.80% | 6.31% | 6.31% |
ICICI Bank Limited Banks | 8.30% | 5.42% | 5.42% |
State Bank of India Banks | 4.64% | 3.88% | 3.88% |
Bharti Airtel Limited Telecom - Services | 4.13% | 3.46% | 3.46% |
Reliance Industries Limited Petroleum Products | 4.31% | 3.32% | 3.32% |
Larsen & Toubro Limited Construction | 6.74% | 3.02% | 3.02% |
Axis Bank Limited Banks | 2.61% | 2.52% | 2.52% |
UltraTech Cement Limited Cement & Cement Products | 2.48% | 2.40% | 2.40% |
Cholamandalam Invest & Finance Co Ltd Finance | 2.45% | 1.96% | 1.96% |
Infosys Limited IT - Software | 2.03% | 1.96% | 1.96% |
Maruti Suzuki India Limited Automobiles | 1.92% | 2.53% | 1.92% |
Bank of Baroda Banks | 1.58% | 2.18% | 1.58% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.54% | 2.04% | 1.54% |
Bharat Electronics Limited Aerospace & Defense | 2.35% | 1.51% | 1.51% |
Bajaj Finance Limited Finance | 3.32% | 1.48% | 1.48% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.48% | 2.09% | 1.48% |
Mahindra & Mahindra Limited Automobiles | 2.60% | 1.27% | 1.27% |
Tata Steel Limited Ferrous Metals | 1.27% | 1.54% | 1.27% |
NTPC Limited Power | 1.07% | 2.90% | 1.07% |
Shriram Finance Limited Finance | 1.03% | 2.00% | 1.03% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 2.61% | 0.98% | 0.98% |
Max Healthcare Institute Limited Healthcare Services | 0.93% | 2.54% | 0.93% |
PERSISTENT SYSTEMS LTD IT - Software | 0.37% | 1.28% | 0.37% |
Unique to IB01-Groww Large Cap
- Cummins India Limited3.39%
Unique to Kotak Dividend Yield
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.7% (5)
Finance4.5% (3)
Telecom - Services3.5% (1)
Petroleum Products3.3% (1)
Automobiles3.2% (2)
Construction3.0% (1)
Pharmaceuticals & Biotechnology2.5% (2)
Healthcare Services2.4% (2)
Cement & Cement Products2.4% (1)
IT - Software2.3% (2)
Aerospace & Defense1.5% (1)
Ferrous Metals1.3% (1)
Power1.1% (1)
More comparisons for IB01-Groww Large Cap
- vs CANARA ROBECO LARGE CAP62.7% · 26 stocks
- vs Axis Large Cap62.6% · 26 stocks
- vs IB03-Groww Aggressive Hybrid62.0% · 32 stocks
- vs Baroda BNP Paribas Nifty 50 In61.4% · 25 stocks
- vs HDFC NIFTY 50 ETF61.3% · 25 stocks
More comparisons for Kotak Dividend Yield
- vs Kotak Large Cap57.6% · 29 stocks
- vs CANARA ROBECO LARGE CAP53.8% · 28 stocks
- vs EDELWEISS LARGE CAP53.4% · 30 stocks
- vs SBI BSE 100 ETF52.7% · 35 stocks
- vs PGIM INDIA LARGE CAP52.5% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.