IB01-Groww Large Cap Fund vs Kotak Large Cap Fund
Groww vs Kotak· Portfolio Overlap Analysis
60.5%High Overlap
26 common stocksRank #5041 / 20,000
Investor takeaway: These funds overlap 60.5%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (26)
| Stock | Wt% in IB01-Groww Large Cap | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.30% | 7.36% | 7.36% |
HDFC Bank Limited Banks | 7.80% | 7.01% | 7.01% |
State Bank of India Banks | 4.64% | 4.83% | 4.64% |
Reliance Industries Limited Petroleum Products | 4.31% | 6.39% | 4.31% |
Larsen & Toubro Limited Construction | 6.74% | 4.22% | 4.22% |
Bharti Airtel Limited Telecom - Services | 4.13% | 3.78% | 3.78% |
Bajaj Finance Limited Finance | 3.32% | 3.14% | 3.14% |
Axis Bank Limited Banks | 2.61% | 3.35% | 2.61% |
Mahindra & Mahindra Limited Automobiles | 2.60% | 2.90% | 2.60% |
UltraTech Cement Limited Cement & Cement Products | 2.48% | 2.22% | 2.22% |
Infosys Limited IT - Software | 2.03% | 3.32% | 2.03% |
Maruti Suzuki India Limited Automobiles | 1.92% | 2.41% | 1.92% |
Kotak Mahindra Bank Limited Banks | 2.47% | 1.55% | 1.55% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.54% | 2.59% | 1.54% |
Bharat Electronics Limited Aerospace & Defense | 2.35% | 1.38% | 1.38% |
Eternal Limited Retailing | 2.04% | 1.38% | 1.38% |
Tata Steel Limited Ferrous Metals | 1.27% | 2.14% | 1.27% |
Cummins India Limited Industrial Products | 3.39% | 1.07% | 1.07% |
NTPC Limited Power | 1.07% | 2.89% | 1.07% |
Shriram Finance Limited Finance | 1.03% | 1.98% | 1.03% |
Hindustan Unilever Limited Diversified FMCG | 1.15% | 0.97% | 0.97% |
Apollo Hospitals Enterprise Limited Healthcare Services | 1.48% | 0.93% | 0.93% |
Samvardhana Motherson International Ltd Auto Components | 1.18% | 0.91% | 0.91% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 2.61% | 0.76% | 0.76% |
SWIGGY LIMITED Retailing | 0.44% | 0.38% | 0.38% |
PERSISTENT SYSTEMS LTD IT - Software | 0.37% | 0.55% | 0.37% |
Unique to IB01-Groww Large Cap
All top holdings are shared with the other fund.
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks23.2% (5)
Automobiles4.5% (2)
Petroleum Products4.3% (1)
Construction4.2% (1)
Finance4.2% (2)
Telecom - Services3.8% (1)
IT - Software2.4% (2)
Pharmaceuticals & Biotechnology2.3% (2)
Cement & Cement Products2.2% (1)
Retailing1.8% (2)
Aerospace & Defense1.4% (1)
Ferrous Metals1.3% (1)
Industrial Products1.1% (1)
Power1.1% (1)
Diversified FMCG1.0% (1)
Healthcare Services0.9% (1)
Auto Components0.9% (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 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.