IB19-Groww Banking & Financial Services Fund vs Kotak Banking and Financial Services Fund
Groww vs Kotak· Portfolio Overlap Analysis
48.4%High Overlap
16 common stocksRank #11849 / 20,000
Investor takeaway: At 48.4% 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 (16)
| Stock | Wt% in IB19-Groww Banking & Financial | Wt% in Kotak Banking and Financial Se | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 9.56% | 11.76% | 9.56% |
State Bank of India Banks | 8.28% | 10.66% | 8.28% |
Bajaj Finance Limited Finance | 6.45% | 6.33% | 6.33% |
Axis Bank Limited Banks | 6.03% | 8.09% | 6.03% |
BSE Ltd Capital Markets | 3.30% | 2.44% | 2.44% |
SBI Life Insurance Company Limited Insurance | 3.57% | 2.25% | 2.25% |
Bank of Baroda Banks | 2.67% | 2.18% | 2.18% |
Karur Vysya Bank Limited Banks | 2.50% | 2.09% | 2.09% |
Ujjivan Small Finance Bank Limited Banks | 2.25% | 2.08% | 2.08% |
Nippon Life India Asset Management Ltd Capital Markets | 2.25% | 2.01% | 2.01% |
Aptus Value Housing Finance India Ltd Finance | 1.82% | 1.53% | 1.53% |
Max Financial Services Limited Insurance | 2.56% | 1.07% | 1.07% |
Prudent Corporate Advisory Services Ltd Capital Markets | 2.23% | 0.95% | 0.95% |
INDIA SHELTER FIN CORP LTD Finance | 3.06% | 0.81% | 0.81% |
Home First Finance Company India Limited Finance | 2.55% | 0.75% | 0.75% |
The Federal Bank Limited Banks | 2.78% | 0.01% | 0.01% |
Unique to IB19-Groww Banking & Financial
- SBFC Finance Limited3.84%
- L&T Finance Limited3.45%
- Union Bank of India3.25%
- Multi Commodity Exchange of India Ltd.3.21%
Unique to Kotak Banking and Financial Se
- HDFC BANK LTD.14.49%
- SHRIRAM FINANCE LIMITED5.01%
- KOTAK MAHINDRA BANK LTD.3.71%
- POONAWALLA FINCORP LIMITED2.34%
- BANK OF MAHARASHTRA2.29%
Sector Overlap Breakdown
Banks30.2% (7)
Finance9.4% (4)
Capital Markets5.4% (3)
Insurance3.3% (2)
More comparisons for IB19-Groww Banking & Financial
- vs DSP Banking & Financial Servic53.7% · 18 stocks
- vs EDELWEISS FINANCIAL SERVICES49.3% · 16 stocks
- vs Mirae Asset Banking and Financ45.8% · 14 stocks
- vs SBI Banking And Financial Serv45.1% · 15 stocks
- vs Mahindra Manulife Banking & Fi44.6% · 15 stocks
More comparisons for Kotak Banking and Financial Se
- vs Mirae Asset Nifty Financial Se69.0% · 12 stocks
- vs TATA NIFTY FINANCIAL SERVICES 69.0% · 12 stocks
- vs EDELWEISS FINANCIAL SERVICES65.8% · 17 stocks
- vs Mahindra Manulife Banking & Fi65.2% · 17 stocks
- vs ADITYA BIRLA SUN LIFE BANKING 64.5% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.