ICICI Prudential Business Cycle Fund vs Kotak Large Cap Fund

ICICI vs Kotak· Portfolio Overlap Analysis

44.4%High Overlap
18 common stocksRank #17029 / 20,000

Investor takeaway: At 44.4% 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 (18)

StockWt% in ICICI Prudential Business CyclWt% in Kotak Large CapOverlap
ICICI Bank Ltd.
Banks
7.67%7.36%7.36%
HDFC Bank Ltd.
Banks
9.41%7.01%7.01%
Reliance Industries Ltd.
Petroleum Products
5.30%6.39%5.30%
Larsen & Toubro Ltd.
Construction
6.92%4.22%4.22%
Axis Bank Ltd.
Banks
4.44%3.35%3.35%
NTPC Ltd.
Power
3.42%2.89%2.89%
Bharti Airtel Ltd.
Telecom - Services
2.67%3.78%2.67%
Maruti Suzuki India Ltd.
Automobiles
3.66%2.41%2.41%
Ultratech Cement Ltd.
Cement & Cement Products
3.21%2.22%2.22%
Mahindra & Mahindra Ltd.
Automobiles
1.78%2.90%1.78%
Interglobe Aviation Ltd.
Transport Services
1.66%1.83%1.66%
Cummins India Ltd.
Industrial Products
2.43%1.07%1.07%
HDFC Life Insurance Company Ltd.
Insurance
2.31%0.82%0.82%
Hero Motocorp Ltd.
Automobiles
2.57%0.56%0.56%
Oberoi Realty Ltd.
Realty
0.46%0.51%0.46%
Swiggy Ltd
Retailing
0.34%0.38%0.34%
Schaeffler India Ltd.
Auto Components
0.15%0.64%0.15%
Gujarat State Petronet Ltd.
Gas
0.15%0.57%0.15%

Unique to ICICI Prudential Business Cycl

  • Xtrackers Harvest CSI 300 China A-Shares ETF3.06%

Unique to Kotak Large Cap

  • STATE BANK OF INDIA.4.83%
  • Infosys Ltd.3.32%
  • BAJAJ FINANCE LTD.3.14%

Sector Overlap Breakdown

Banks
17.7% (3)
Petroleum Products
5.3% (1)
Automobiles
4.8% (3)
Construction
4.2% (1)
Power
2.9% (1)
Telecom - Services
2.7% (1)
Cement & Cement Products
2.2% (1)
Transport Services
1.7% (1)
Industrial Products
1.1% (1)
Insurance
0.8% (1)
Realty
0.5% (1)
Retailing
0.3% (1)
Auto Components
0.1% (1)
Gas
0.1% (1)

More comparisons for ICICI Prudential Business Cycl

More comparisons for Kotak Large Cap

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