IB03-Groww Aggressive Hybrid Fund vs Kotak Large Cap Fund
Groww vs Kotak· Portfolio Overlap Analysis
51.3%High Overlap
22 common stocksRank #8892 / 20,000
Investor takeaway: At 51.3% 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 IB03-Groww Aggressive Hybrid | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.09% | 7.36% | 7.36% |
HDFC Bank Limited Banks | 6.98% | 7.01% | 6.98% |
Larsen & Toubro Limited Construction | 5.62% | 4.22% | 4.22% |
State Bank of India Banks | 3.97% | 4.83% | 3.97% |
Bharti Airtel Limited Telecom - Services | 3.69% | 3.78% | 3.69% |
Bajaj Finance Limited Finance | 2.85% | 3.14% | 2.85% |
Reliance Industries Limited Petroleum Products | 2.81% | 6.39% | 2.81% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 3.02% | 2.59% | 2.59% |
Infosys Limited IT - Software | 2.26% | 3.32% | 2.26% |
Mahindra & Mahindra Limited Automobiles | 2.05% | 2.90% | 2.05% |
UltraTech Cement Limited Cement & Cement Products | 1.74% | 2.22% | 1.74% |
NTPC Limited Power | 1.41% | 2.89% | 1.41% |
Bharat Electronics Limited Aerospace & Defense | 1.58% | 1.38% | 1.38% |
Kotak Mahindra Bank Limited Banks | 1.38% | 1.55% | 1.38% |
Axis Bank Limited Banks | 1.09% | 3.35% | 1.09% |
Maruti Suzuki India Limited Automobiles | 1.08% | 2.41% | 1.08% |
Cummins India Limited Industrial Products | 2.60% | 1.07% | 1.07% |
Eternal Limited Retailing | 0.96% | 1.38% | 0.96% |
Samvardhana Motherson International Ltd Auto Components | 2.06% | 0.91% | 0.91% |
Shriram Finance Limited Finance | 0.77% | 1.98% | 0.77% |
PERSISTENT SYSTEMS LTD IT - Software | 0.38% | 0.55% | 0.38% |
SWIGGY LIMITED Retailing | 0.37% | 0.38% | 0.37% |
Unique to IB03-Groww Aggressive Hybrid
- Max Financial Services Limited2.93%
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks20.8% (5)
Construction4.2% (1)
Telecom - Services3.7% (1)
Finance3.6% (2)
Automobiles3.1% (2)
Petroleum Products2.8% (1)
IT - Software2.6% (2)
Pharmaceuticals & Biotechnology2.6% (1)
Cement & Cement Products1.7% (1)
Power1.4% (1)
Aerospace & Defense1.4% (1)
Retailing1.3% (2)
Industrial Products1.1% (1)
Auto Components0.9% (1)
More comparisons for IB03-Groww Aggressive Hybrid
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- vs Axis Large Cap51.2% · 22 stocks
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- vs HDFC Nifty 50 Index50.9% · 22 stocks
More comparisons for Kotak Large Cap
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- 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.