IB11-Groww ELSS Tax Saver Fund vs Kotak Flexicap Fund
Groww vs Kotak· Portfolio Overlap Analysis
46.8%High Overlap
25 common stocksRank #13604 / 20,000
Investor takeaway: At 46.8% 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 (25)
| Stock | Wt% in IB11-Groww ELSS Tax Saver | Wt% in Kotak Flexicap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.05% | 6.17% | 6.17% |
ICICI Bank Limited Banks | 5.75% | 5.34% | 5.34% |
State Bank of India Banks | 3.53% | 5.03% | 3.53% |
Larsen & Toubro Limited Construction | 3.35% | 3.99% | 3.35% |
Bharti Airtel Limited Telecom - Services | 3.23% | 2.88% | 2.88% |
Axis Bank Limited Banks | 2.60% | 3.89% | 2.60% |
Reliance Industries Limited Petroleum Products | 5.46% | 2.45% | 2.45% |
Infosys Limited IT - Software | 2.49% | 2.42% | 2.42% |
Maruti Suzuki India Limited Automobiles | 1.77% | 2.09% | 1.77% |
Bajaj Finance Limited Finance | 1.67% | 1.82% | 1.67% |
InterGlobe Aviation Limited Transport Services | 1.50% | 2.29% | 1.50% |
Kotak Mahindra Bank Limited Banks | 2.23% | 1.35% | 1.35% |
AU Small Finance Bank Limited Banks | 1.34% | 1.50% | 1.34% |
Bharat Forge Limited Auto Components | 1.26% | 2.22% | 1.26% |
Hindalco Industries Limited Non - Ferrous Metals | 1.66% | 1.22% | 1.22% |
Eternal Limited Retailing | 1.15% | 2.77% | 1.15% |
Tata Consultancy Services Limited IT - Software | 1.08% | 1.21% | 1.08% |
Hindustan Unilever Limited Diversified FMCG | 1.29% | 1.07% | 1.07% |
UltraTech Cement Limited Cement & Cement Products | 1.00% | 3.07% | 1.00% |
Max Financial Services Limited Insurance | 1.00% | 0.86% | 0.86% |
SRF Limited Chemicals & Petrochemicals | 0.80% | 2.82% | 0.80% |
NTPC Limited Power | 0.70% | 1.21% | 0.70% |
Shriram Finance Limited Finance | 1.36% | 0.57% | 0.57% |
HCL Technologies Limited IT - Software | 0.50% | 0.95% | 0.50% |
SWIGGY LIMITED Retailing | 1.02% | 0.20% | 0.20% |
Unique to IB11-Groww ELSS Tax Saver
- Mahindra & Mahindra Limited2.35%
Unique to Kotak Flexicap
- Bharat Electronics Ltd.6.14%
- Jindal Steel & Power Ltd4.16%
Sector Overlap Breakdown
Banks20.3% (6)
IT - Software4.0% (3)
Construction3.4% (1)
Telecom - Services2.9% (1)
Petroleum Products2.5% (1)
Finance2.2% (2)
Automobiles1.8% (1)
Transport Services1.5% (1)
Retailing1.4% (2)
Auto Components1.3% (1)
Non - Ferrous Metals1.2% (1)
Diversified FMCG1.1% (1)
Cement & Cement Products1.0% (1)
Insurance0.9% (1)
Chemicals & Petrochemicals0.8% (1)
Power0.7% (1)
More comparisons for IB11-Groww ELSS Tax Saver
- vs SBI BSE 100 ETF64.0% · 42 stocks
- vs IB33-GROWW NIFTY 200 ETF61.9% · 54 stocks
- vs Parag Parikh Large Cap61.9% · 35 stocks
- vs Axis Nifty 100 Index61.8% · 35 stocks
- vs HDFC NIFTY 100 ETF61.8% · 35 stocks
More comparisons for Kotak Flexicap
- vs Kotak Large & Midcap57.8% · 36 stocks
- vs Kotak Large Cap55.6% · 29 stocks
- vs Kotak ESG Exclusionary Strateg55.1% · 29 stocks
- vs Kotak Focused52.5% · 19 stocks
- vs Kotak ELSS Tax Saver51.0% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.