Kotak Arbitrage Fund vs SBI Arbitrage Opportunities Fund

Kotak vs SBI· Portfolio Overlap Analysis

50.4%High Overlap
167 common stocksRank #9796 / 20,000

Investor takeaway: At 50.4% 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 (167)

StockWt% in Kotak ArbitrageWt% in SBI Arbitrage OpportunitiesOverlap
HDFC BANK LTD.
Banks
6.93%6.00%6.00%
ICICI BANK LTD.
Banks
2.90%4.08%2.90%
RELIANCE INDUSTRIES LTD.
Petroleum Products
2.50%2.01%2.01%
JSW Steel Ltd.
Ferrous Metals
1.99%1.65%1.65%
AXIS BANK LTD.
Banks
1.47%1.71%1.47%
ITC Ltd.
Diversified FMCG
1.29%1.31%1.29%
Vodafone Idea Ltd
Telecom - Services
1.51%1.21%1.21%
BHARTI AIRTEL LTD.
Telecom - Services
1.80%1.19%1.19%
KOTAK MAHINDRA BANK LTD.
Banks
1.58%0.99%0.99%
VEDANTA LTD.
Diversified Metals
0.97%1.53%0.97%
Grasim Industries Ltd.
Cement and Cement Products
1.15%0.87%0.87%
JIO FINANCIAL SERVICES LTD
Finance
0.83%0.99%0.83%
ETERNAL LIMITED
Retailing
1.51%0.81%0.81%
Mahindra & Mahindra Ltd.
Automobiles
0.73%0.80%0.73%
Larsen and Toubro Ltd.
Construction
0.73%0.88%0.73%
Indus Towers Ltd.
Telecom - Services
0.72%0.83%0.72%
REC LTD
Finance
0.72%0.73%0.72%
Bharat Heavy Electricals Ltd.
Electrical Equipment
0.61%0.78%0.61%
Hindustan Aeronautics Ltd.
Aerospace and Defense
0.60%1.13%0.60%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
0.60%0.69%0.60%
Tata Steel Ltd.
Ferrous Metals
0.74%0.56%0.56%
TVS Motor Company Ltd.
Automobiles
0.70%0.49%0.49%
STATE BANK OF INDIA.
Banks
0.49%0.77%0.49%
Aurobindo Pharma Ltd.
Pharmaceuticals and Biotechnology
0.48%0.62%0.48%
Maruti Suzuki India Limited
Automobiles
0.63%0.46%0.46%
Max Financial Services Ltd
Insurance
0.52%0.45%0.45%
ADANI ENERGY SOLUTIONS LTD.
Power
0.52%0.45%0.45%
AMBUJA CEMENTS LTD.
Cement and Cement Products
0.45%0.45%0.45%
Steel Authority of India Ltd.
Ferrous Metals
0.44%0.63%0.44%
Laurus Labs Ltd
Pharmaceuticals and Biotechnology
0.52%0.42%0.42%
PUNJAB NATIONAL BANK
Banks
0.41%0.79%0.41%
TITAN COMPANY LTD.
Consumer Durables
0.41%0.45%0.41%
SUN PHARMACEUTICAL INDUSTRIES LTD.
Pharmaceuticals and Biotechnology
0.97%0.39%0.39%
Oil And Natural Gas Corporation Ltd.
Oil
0.74%0.39%0.39%
Hindustan Zinc Ltd.
Non - Ferrous Metals
0.65%0.38%0.38%
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.
Finance
0.98%0.36%0.36%
National Aluminium Company Ltd.
Non - Ferrous Metals
0.36%0.53%0.36%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
0.81%0.35%0.35%
Adani Green Energy Ltd.
Power
0.35%0.60%0.35%
Bajaj Finserv Ltd.
Finance
0.71%0.34%0.34%
HDFC Life Insurance Company Ltd
Insurance
0.41%0.32%0.32%
BAJAJ FINANCE LTD.
Finance
0.40%0.32%0.32%
Hindalco Industries Ltd.
Non - Ferrous Metals
0.32%0.37%0.32%
Divis Laboratories Ltd.
Pharmaceuticals and Biotechnology
0.32%0.48%0.32%
NTPC LTD
Power
1.01%0.31%0.31%
Power Grid Corporation of India Ltd.
Power
0.53%0.31%0.31%
Ultratech Cement Ltd.
Cement and Cement Products
0.32%0.31%0.31%
GAIL (India) Ltd.
Gas
0.64%0.30%0.30%
TATA CONSUMER PRODUCTS LTD.
Agricultural Food and other Product
0.48%0.30%0.30%
Tech Mahindra Ltd.
IT - Software
0.39%0.30%0.30%
ICICI Prudential Life Insurance Co. Ltd.
Insurance
0.38%0.29%0.29%
Suzlon Energy Ltd.
Electrical Equipment
0.29%0.35%0.29%
Coal India Limited
Consumable Fuels
0.29%0.43%0.29%
BANDHAN BANK LIMITED
Banks
0.31%0.28%0.28%
One 97 Communications Ltd
Financial Technology (Fintech)
0.50%0.27%0.27%
CANARA BANK
Banks
0.30%0.27%0.27%
NMDC Ltd.
Minerals and Mining
0.27%0.61%0.27%
LIC HOUSING FINANCE LTD.
Finance
0.27%0.40%0.27%
Manappuram Finance Ltd.
Finance
0.25%0.34%0.25%
Glenmark Pharmaceuticals Ltd
Pharmaceuticals and Biotechnology
0.25%0.66%0.25%
Britannia Industries Ltd.
Food Products
0.69%0.24%0.24%
HINDUSTAN PETROLEUM CORPORATION LTD.
Petroleum Products
0.24%0.35%0.24%
DLF LIMITED
Realty
0.24%0.57%0.24%
Inter Globe Aviation Ltd
Transport Services
0.24%0.76%0.24%
PB Fintech Ltd.
Financial Technology (Fintech)
0.44%0.23%0.23%
Dabur India Ltd.
Personal Products
0.23%0.25%0.23%
Crompton Greaves Consumer Electricals Limited
Consumer Durables
0.22%0.32%0.22%
GMR AIRPORTS LIMITED
Transport Infrastructure
0.22%0.71%0.22%
Power Finance Corporation Ltd.
Finance
0.22%1.05%0.22%
BHARAT PETROLEUM CORPORATION LTD.
Petroleum Products
0.22%0.22%0.22%
Indiabulls Housing Finance Ltd.
Finance
0.21%0.31%0.21%
SHRIRAM FINANCE LIMITED
Finance
0.21%1.10%0.21%
Container Corporation of India Ltd.
Transport Services
0.21%0.22%0.21%
Coforge Limited
IT - Software
0.71%0.19%0.19%
Tata Power Company Ltd.
Power
0.26%0.19%0.19%
PHOENIX MILLS LTD.
Realty
0.19%0.26%0.19%
Dr.Reddy's Laboratories Ltd.
Pharmaceuticals and Biotechnology
0.44%0.18%0.18%
Minda Industries Ltd.
Auto Components
0.34%0.17%0.17%
Ruchi Soya Industries Ltd.
Agricultural Food and other Product
0.16%0.32%0.16%
Bharat Electronics Ltd.
Aerospace and Defense
0.16%1.46%0.16%
IDFC FIRST BANK LIMITED
Banks
0.21%0.15%0.15%
Havells India Ltd.
Consumer Durables
0.15%0.18%0.15%
Varun Beverages Limited
Beverages
0.15%0.42%0.15%
Exide Industries Ltd.
Auto Components
0.15%0.23%0.15%
Fortis Healthcare India Ltd
Healthcare Services
0.23%0.14%0.14%
Nestle India Ltd.
Food Products
0.34%0.13%0.13%
Bosch Limited
Auto Components
0.20%0.13%0.13%
Lupin Ltd.
Pharmaceuticals and Biotechnology
0.13%0.40%0.13%
SRF LTD.
Chemicals and Petrochemicals
0.13%0.17%0.13%
SBI Life Insurance Company Ltd
Insurance
0.45%0.12%0.12%
FSN E-Commerce Ventures Ltd.
Retailing
0.31%0.12%0.12%
BIOCON LTD.
Pharmaceuticals and Biotechnology
0.12%0.17%0.12%
BANK OF BARODA
Banks
0.12%0.25%0.12%
Solar Industries India Limited
Chemicals and Petrochemicals
0.12%0.38%0.12%
Life Insurance Corporation Of India
Insurance
0.12%0.11%0.11%
Max Healthcare Institute Ltd.
Healthcare Services
0.11%0.11%0.11%
MACROTECH DEVELOPERS LTD
Realty
0.11%0.17%0.11%
DELHIVERY LTD
Transport Services
0.40%0.10%0.10%
UPL Ltd
Fertilizers and Agrochemicals
0.27%0.10%0.10%
APL Apollo Tubes Ltd
Industrial Products
0.10%0.26%0.10%
Syngene International Limited
Healthcare Services
0.09%0.10%0.09%
INDIAN HOTELS CO LTD
Leisure Services
0.09%0.30%0.09%
Dixon Technologies India Ltd
Consumer Durables
0.09%0.15%0.09%
Sona BLW Precision Forgings Ltd
Auto Components
0.09%0.19%0.09%
INOX WIND LIMITED
Electrical Equipment
0.09%0.13%0.09%
TATA MOTORS PASSENGER VEHICLES LTD
Automobiles
0.09%0.27%0.09%
polycab India Limited
Industrial Products
0.23%0.08%0.08%
HDFC ASSET MANAGEMENT COMPANY LTD.
Capital Markets
0.12%0.08%0.08%
Info Edge India Ltd.
Retailing
0.11%0.08%0.08%
Mphasis Ltd
IT - Software
0.10%0.08%0.08%
Asian Paints(India) Ltd.
Consumer Durables
0.08%0.52%0.08%
Trent Ltd
Retailing
0.08%0.40%0.08%
Zydus Lifesciences Ltd.
Pharmaceuticals and Biotechnology
0.07%0.09%0.07%
PNB HOUSING FINANCE LTD.
Finance
0.07%0.25%0.07%
KALYAN JEWELLERS INDIA LTD.
Consumer Durables
0.07%0.26%0.07%
Hero MotoCorp Ltd.
Automobiles
0.39%0.06%0.06%
NHPC Ltd.
Power
0.27%0.06%0.06%
KAYNES TECHNOLOGY LTD
Industrial Manufacturing
0.09%0.06%0.06%
GODREJ CONSUMER PRODUCTS LTD.
Personal Products
0.06%0.10%0.06%
MARICO LTD.
Agricultural Food and other Product
0.06%0.29%0.06%
INDIAN OIL CORPORATION LTD.
Petroleum Products
0.06%0.44%0.06%
SAMVARDHANA MOTHERSON INTERNATIONAL LTD
Auto Components
0.05%0.28%0.05%
GODREJ PROPERTIES LIMITED
Realty
0.05%0.05%0.05%
Prestige Estates Projects Limited
Realty
0.16%0.04%0.04%
Alkem Laboratories Ltd.
Pharmaceuticals and Biotechnology
0.10%0.04%0.04%
Bajaj Holdings and Investment Ltd
Finance
0.10%0.04%0.04%
NBCC (India) Ltd
Construction
0.04%0.10%0.04%
United Spirits Ltd
Beverages
0.04%0.12%0.04%
BANK OF INDIA
Banks
0.04%0.15%0.04%
Cummins India Ltd.
Industrial Products
0.35%0.03%0.03%
WAAREE ENERGIES LIMITED
Electrical Equipment
0.10%0.03%0.03%
BLUE STAR LTD.
Consumer Durables
0.05%0.03%0.03%
Computer Age Management Services Limited
Capital Markets
0.05%0.03%0.03%
ANGEL ONE LIMITED
Capital Markets
0.03%0.06%0.03%
INDUSIND BANK LTD.
Banks
0.03%0.03%0.03%
JSW ENERGY LTD.
Power
0.03%0.35%0.03%
Adani Enterprises Ltd
Metals and Minerals Trading
0.57%0.02%0.02%
Eicher Motors Ltd.
Automobiles
0.43%0.02%0.02%
Persistent Systems Limited
IT - Software
0.16%0.02%0.02%
Indian Energy Exchange Ltd.
Capital Markets
0.10%0.02%0.02%
CG Power and Industrial Solutions Ltd.
Electrical Equipment
0.07%0.02%0.02%
INDIAN BANK
Banks
0.05%0.02%0.02%
Oil India Limited
Oil
0.05%0.02%0.02%
Siemens Ltd.
Electrical Equipment
0.03%0.02%0.02%
MAZAGOAN DOCK SHIPBUILDERS LTD.
Industrial Manufacturing
0.02%0.09%0.02%
360 ONE WAM LIMITED
Capital Markets
0.02%0.05%0.02%
Hindustan Unilever Ltd.
Diversified FMCG
0.02%0.03%0.02%
Cipla Ltd.
Pharmaceuticals and Biotechnology
0.02%0.10%0.02%
HITACHI ENERGY INDIA LTD.
Electrical Equipment
0.02%0.06%0.02%
RBL BANK LTD.
Banks
0.02%0.26%0.02%
MUTHOOT FINANCE LTD.
Finance
0.30%0.01%0.01%
ABB India Ltd.
Electrical Equipment
0.19%0.01%0.01%
Dalmia Bharat Limited
Cement and Cement Products
0.08%0.01%0.01%
PG ELECTROPLAST LTD
Consumer Durables
0.05%0.01%0.01%
BHARAT FORGE LTD.
Auto Components
0.04%0.01%0.01%
Infosys Ltd.
IT - Software
0.01%0.18%0.01%
NUVAMA WEALTH MANAGEMENT LIMITED
Capital Markets
0.01%0.01%0.01%
Petronet LNG Ltd.
Gas
0.01%0.23%0.01%
BSE LTD
Capital Markets
0.01%0.15%0.01%
TATA TECHNOLOGIES LTD
IT - Services
0.01%0.05%0.01%
Jindal Steel & Power Ltd
Ferrous Metals
0.07%0.00%0.00%
KPIT Technologies Ltd.
IT - Software
0.04%0.00%0.00%
Pidilite Industries Ltd.
Chemicals and Petrochemicals
0.00%0.01%0.00%
TATA CONSULTANCY SERVICES LTD.
IT - Software
0.00%1.51%0.00%
MANKIND PHARMA LTD
Pharmaceuticals and Biotechnology
0.00%0.00%0.00%
ADITYA BIRLA CAPITAL LTD
Finance
0.00%0.42%0.00%
PREMIER ENERGIES LIMITED
Electrical Equipment
0.00%0.09%0.00%

Unique to Kotak Arbitrage

All top holdings are shared with the other fund.

Unique to SBI Arbitrage Opportunities

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
13.2% (14)
Finance
3.9% (14)
Telecom - Services
3.1% (3)
Ferrous Metals
2.6% (4)
Petroleum Products
2.5% (4)
Pharmaceuticals and Biotechnology
2.4% (12)
Automobiles
1.9% (6)
Power
1.7% (7)
Cement and Cement Products
1.6% (4)
Diversified FMCG
1.3% (2)
Insurance
1.3% (5)
Retailing
1.1% (4)
Electrical Equipment
1.1% (9)
Consumer Durables
1.1% (8)
Non - Ferrous Metals
1.1% (3)
Diversified Metals
1.0% (1)
Transport Infrastructure
0.8% (2)
Construction
0.8% (2)
Aerospace and Defense
0.8% (2)
Healthcare Services
0.7% (4)
Realty
0.6% (5)
IT - Software
0.6% (7)
Auto Components
0.6% (6)
Transport Services
0.6% (3)
Agricultural Food and other Product
0.5% (3)
Financial Technology (Fintech)
0.5% (2)
Oil
0.4% (2)
Food Products
0.4% (2)
Gas
0.3% (2)
Consumable Fuels
0.3% (1)
Personal Products
0.3% (2)
Minerals and Mining
0.3% (1)
Chemicals and Petrochemicals
0.3% (3)
Industrial Products
0.2% (3)
Capital Markets
0.2% (7)
Beverages
0.2% (2)
Fertilizers and Agrochemicals
0.1% (1)
Leisure Services
0.1% (1)
Industrial Manufacturing
0.1% (2)
Metals and Minerals Trading
0.0% (1)
IT - Services
0.0% (1)

More comparisons for Kotak Arbitrage

More comparisons for SBI Arbitrage Opportunities

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