ICICI Prudential Equity Minimum Variance Fund vs Kotak Large Cap Fund
ICICI vs Kotak· Portfolio Overlap Analysis
53.0%High Overlap
22 common stocksRank #7645 / 20,000
Investor takeaway: At 53.0% 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 (22)
| Stock | Wt% in ICICI Prudential Equity Minimu | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 7.85% | 7.36% | 7.36% |
Reliance Industries Ltd. Petroleum Products | 5.95% | 6.39% | 5.95% |
HDFC Bank Ltd. Banks | 4.68% | 7.01% | 4.68% |
Bharti Airtel Ltd. Telecom - Services | 3.74% | 3.78% | 3.74% |
Axis Bank Ltd. Banks | 3.55% | 3.35% | 3.35% |
Infosys Ltd. It - Software | 2.78% | 3.32% | 2.78% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 3.62% | 2.59% | 2.59% |
NTPC Ltd. Power | 2.44% | 2.89% | 2.44% |
Maruti Suzuki India Ltd. Automobiles | 2.99% | 2.41% | 2.41% |
Ultratech Cement Ltd. Cement & Cement Products | 3.61% | 2.22% | 2.22% |
ITC Ltd. Diversified Fmcg | 3.40% | 2.05% | 2.05% |
State Bank Of India Banks | 1.97% | 4.83% | 1.97% |
Larsen & Toubro Ltd. Construction | 1.75% | 4.22% | 1.75% |
Tata Consultancy Services Ltd. It - Software | 3.00% | 1.68% | 1.68% |
Interglobe Aviation Ltd. Transport Services | 1.56% | 1.83% | 1.56% |
Kotak Mahindra Bank Ltd. Banks | 1.68% | 1.55% | 1.55% |
Hindustan Unilever Ltd. Diversified Fmcg | 4.10% | 0.97% | 0.97% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 1.11% | 0.93% | 0.93% |
Tech Mahindra Ltd. It - Software | 0.86% | 1.04% | 0.86% |
HDFC Life Insurance Company Ltd. Insurance | 4.42% | 0.82% | 0.82% |
Britannia Industries Ltd. Food Products | 2.42% | 0.77% | 0.77% |
Hero Motocorp Ltd. Automobiles | 1.68% | 0.56% | 0.56% |
Unique to ICICI Prudential Equity Minimu
- Bajaj Auto Ltd.3.96%
- Bajaj Finserv Ltd.3.74%
Unique to Kotak Large Cap
- BAJAJ FINANCE LTD.3.14%
- Mahindra & Mahindra Ltd.2.90%
Sector Overlap Breakdown
Banks18.9% (5)
Petroleum Products6.0% (1)
It - Software5.3% (3)
Telecom - Services3.7% (1)
Diversified Fmcg3.0% (2)
Automobiles3.0% (2)
Pharmaceuticals & Biotechnology2.6% (1)
Power2.4% (1)
Cement & Cement Products2.2% (1)
Construction1.8% (1)
Transport Services1.6% (1)
Healthcare Services0.9% (1)
Insurance0.8% (1)
Food Products0.8% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.