Kotak Banking and Financial Services Fund vs LIC MF BANKING AND FINANCIAL SERVICES FUND
Kotak vs LIC· Portfolio Overlap Analysis
55.7%High Overlap
16 common stocksRank #6626 / 20,000
Investor takeaway: At 55.7% 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 Kotak Banking and Financial Se | Wt% in LIC MF BANKING AND FINANCIAL S | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 14.49% | 16.56% | 14.49% |
ICICI BANK LTD. Banks | 11.76% | 12.62% | 11.76% |
AXIS BANK LTD. Banks | 8.09% | 8.44% | 8.09% |
STATE BANK OF INDIA. Banks | 10.66% | 6.04% | 6.04% |
KOTAK MAHINDRA BANK LTD. Banks | 3.71% | 7.77% | 3.71% |
Ujjivan Small Finance Bank Ltd. Banks | 2.08% | 1.88% | 1.88% |
SHRIRAM FINANCE LIMITED Finance | 5.01% | 1.86% | 1.86% |
BAJAJ FINANCE LTD. Finance | 6.33% | 1.53% | 1.53% |
Power Finance Corporation Ltd. Finance | 1.15% | 1.56% | 1.15% |
PIRAMAL FINANCE LTD Finance | 1.13% | 2.20% | 1.13% |
Nippon Life Asset Management Ltd Capital Markets | 2.01% | 0.96% | 0.96% |
KARUR VYSYA BANK LTD. Banks | 2.09% | 0.78% | 0.78% |
Computer Age Management Services Limited Capital Markets | 0.78% | 1.29% | 0.78% |
HDFC Life Insurance Company Ltd Insurance | 1.61% | 0.56% | 0.56% |
Max Financial Services Ltd Insurance | 1.07% | 0.53% | 0.53% |
SBI Life Insurance Company Ltd Insurance | 2.25% | 0.48% | 0.48% |
Unique to Kotak Banking and Financial Se
- BSE LTD2.44%
- POONAWALLA FINCORP LIMITED2.34%
- BANK OF MAHARASHTRA2.29%
Unique to LIC MF BANKING AND FINANCIAL S
- MAS Financial Services Ltd.4.59%
- SBI Cards & Payment Services Ltd.3.21%
- Creditaccess Grameen Ltd.2.48%
- IIFL Finance Ltd.2.23%
Sector Overlap Breakdown
Banks46.8% (7)
Finance5.7% (4)
Capital Markets1.7% (2)
Insurance1.6% (3)
More comparisons for Kotak Banking and Financial Se
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More comparisons for LIC MF BANKING AND FINANCIAL S
- vs Bajaj Finserv Banking and Fina60.6% · 15 stocks
- vs HDFC Banking & Financial Servi58.8% · 14 stocks
- vs Mirae Asset Nifty Financial Se58.7% · 12 stocks
- vs TATA NIFTY FINANCIAL SERVICES 58.7% · 12 stocks
- vs Mirae Asset Banking and Financ58.6% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.