ICICI Prudential BSE Sensex ETF vs Kotak Large Cap Fund

ICICI vs Kotak· Portfolio Overlap Analysis

60.4%High Overlap
21 common stocksRank #1949 / 95,528

Common Holdings (21)

StockWt% in ICICI Prudential BSE Sensex ETWt% in Kotak Large CapOverlap
ICICI Bank Ltd.
Banks
11.05%7.36%7.36%
HDFC Bank Ltd.
Banks
16.00%7.01%7.01%
Reliance Industries Ltd.
Petroleum Products
9.84%6.39%6.39%
Larsen & Toubro Ltd.
Construction
4.44%4.22%4.22%
Bharti Airtel Ltd.
Telecom - Services
5.25%3.78%3.78%
Infosys Ltd.
It - Software
5.63%3.32%3.32%
State Bank Of India
Banks
3.20%4.83%3.20%
Axis Bank Ltd.
Banks
3.19%3.35%3.19%
Mahindra & Mahindra Ltd.
Automobiles
2.96%2.90%2.90%
Bajaj Finance Ltd.
Finance
2.40%3.14%2.40%
ITC Ltd.
Diversified Fmcg
3.99%2.05%2.05%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.88%2.59%1.88%
Maruti Suzuki India Ltd.
Automobiles
1.74%2.41%1.74%
Tata Consultancy Services Ltd.
It - Software
3.22%1.68%1.68%
NTPC Ltd.
Power
1.66%2.89%1.66%
Ultratech Cement Ltd.
Cement & Cement Products
1.51%2.22%1.51%
Zomato Ltd.
Retailing
2.24%1.38%1.38%
Bharat Electronics Ltd.
Aerospace & Defense
1.43%1.38%1.38%
Tata Steel Ltd.
Ferrous Metals
1.36%2.14%1.36%
Hindustan Unilever Ltd.
Diversified Fmcg
2.35%0.97%0.97%
Tech Mahindra Ltd.
It - Software
0.97%1.04%0.97%

Unique to ICICI Prudential BSE Sensex ET

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

Banks
20.8% (4)
Petroleum Products
6.4% (1)
It - Software
6.0% (3)
Automobiles
4.6% (2)
Construction
4.2% (1)
Telecom - Services
3.8% (1)
Diversified Fmcg
3.0% (2)
Finance
2.4% (1)
Pharmaceuticals & Biotechnology
1.9% (1)
Power
1.7% (1)
Cement & Cement Products
1.5% (1)
Retailing
1.4% (1)
Aerospace & Defense
1.4% (1)
Ferrous Metals
1.4% (1)

More comparisons for ICICI Prudential BSE Sensex ET

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.