IB11-Groww ELSS Tax Saver Fund vs Kotak Large Cap Fund
Groww vs Kotak· Portfolio Overlap Analysis
55.6%High Overlap
27 common stocksRank #6656 / 20,000
Investor takeaway: At 55.6% 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 (27)
| Stock | Wt% in IB11-Groww ELSS Tax Saver | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.05% | 7.01% | 7.01% |
ICICI Bank Limited Banks | 5.75% | 7.36% | 5.75% |
Reliance Industries Limited Petroleum Products | 5.46% | 6.39% | 5.46% |
State Bank of India Banks | 3.53% | 4.83% | 3.53% |
Larsen & Toubro Limited Construction | 3.35% | 4.22% | 3.35% |
Bharti Airtel Limited Telecom - Services | 3.23% | 3.78% | 3.23% |
Axis Bank Limited Banks | 2.60% | 3.35% | 2.60% |
Infosys Limited IT - Software | 2.49% | 3.32% | 2.49% |
Mahindra & Mahindra Limited Automobiles | 2.35% | 2.90% | 2.35% |
Maruti Suzuki India Limited Automobiles | 1.77% | 2.41% | 1.77% |
Bajaj Finance Limited Finance | 1.67% | 3.14% | 1.67% |
Tata Steel Limited Ferrous Metals | 1.56% | 2.14% | 1.56% |
Kotak Mahindra Bank Limited Banks | 2.23% | 1.55% | 1.55% |
ITC Limited Diversified FMCG | 1.54% | 2.05% | 1.54% |
InterGlobe Aviation Limited Transport Services | 1.50% | 1.83% | 1.50% |
Shriram Finance Limited Finance | 1.36% | 1.98% | 1.36% |
Eternal Limited Retailing | 1.15% | 1.38% | 1.15% |
Tata Consultancy Services Limited IT - Software | 1.08% | 1.68% | 1.08% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.04% | 2.59% | 1.04% |
Hindalco Industries Limited Non - Ferrous Metals | 1.66% | 1.02% | 1.02% |
UltraTech Cement Limited Cement & Cement Products | 1.00% | 2.22% | 1.00% |
Hindustan Unilever Limited Diversified FMCG | 1.29% | 0.97% | 0.97% |
Bharat Forge Limited Auto Components | 1.26% | 0.89% | 0.89% |
NTPC Limited Power | 0.70% | 2.89% | 0.70% |
PERSISTENT SYSTEMS LTD IT - Software | 0.52% | 0.55% | 0.52% |
SWIGGY LIMITED Retailing | 1.02% | 0.38% | 0.38% |
Bank of Maharashtra Banks | 1.13% | 0.15% | 0.15% |
Unique to IB11-Groww ELSS Tax Saver
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
Banks20.6% (6)
Petroleum Products5.5% (1)
Automobiles4.1% (2)
IT - Software4.1% (3)
Construction3.4% (1)
Telecom - Services3.2% (1)
Finance3.0% (2)
Diversified FMCG2.5% (2)
Ferrous Metals1.6% (1)
Retailing1.5% (2)
Transport Services1.5% (1)
Pharmaceuticals & Biotechnology1.0% (1)
Non - Ferrous Metals1.0% (1)
Cement & Cement Products1.0% (1)
Auto Components0.9% (1)
Power0.7% (1)
More comparisons for IB11-Groww ELSS Tax Saver
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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.