Kotak Banking and Financial Services Fund vs NIPPON INDIA BANKING & FINANCIAL SERVICES FUND
Kotak vs Nippon· Portfolio Overlap Analysis
55.4%High Overlap
13 common stocksRank #6804 / 20,000
Investor takeaway: At 55.4% 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 (13)
| Stock | Wt% in Kotak Banking and Financial Se | Wt% in NIPPON INDIA BANKING & FINANCI | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 14.49% | 14.24% | 14.24% |
ICICI BANK LTD. Banks | 11.76% | 13.04% | 11.76% |
AXIS BANK LTD. Banks | 8.09% | 9.80% | 8.09% |
STATE BANK OF INDIA. Banks | 10.66% | 6.51% | 6.51% |
KOTAK MAHINDRA BANK LTD. Banks | 3.71% | 3.10% | 3.10% |
SBI Life Insurance Company Ltd Insurance | 2.25% | 3.50% | 2.25% |
BANK OF BARODA Banks | 2.18% | 2.78% | 2.18% |
INDUSIND BANK LTD. Banks | 2.02% | 2.63% | 2.02% |
BAJAJ FINANCE LTD. Finance | 6.33% | 1.71% | 1.71% |
HDFC Life Insurance Company Ltd Insurance | 1.61% | 1.48% | 1.48% |
Max Financial Services Ltd Insurance | 1.07% | 2.58% | 1.07% |
PIRAMAL FINANCE LTD Finance | 1.13% | 0.93% | 0.93% |
FEDERAL BANK LTD. Banks | 0.01% | 2.76% | 0.01% |
Unique to Kotak Banking and Financial Se
- SHRIRAM FINANCE LIMITED5.01%
- BSE LTD2.44%
- POONAWALLA FINCORP LIMITED2.34%
- BANK OF MAHARASHTRA2.29%
Unique to NIPPON INDIA BANKING & FINANCI
- SBI Cards and Payment Services Limited3.83%
- Bajaj Finserv Limited3.23%
Sector Overlap Breakdown
Banks47.9% (8)
Insurance4.8% (3)
Finance2.6% (2)
More comparisons for Kotak Banking and Financial Se
- vs Mirae Asset Nifty Financial Se69.0% · 12 stocks
- vs TATA NIFTY FINANCIAL SERVICES 69.0% · 12 stocks
- vs EDELWEISS FINANCIAL SERVICES65.8% · 17 stocks
- vs Mahindra Manulife Banking & Fi65.2% · 17 stocks
- vs ADITYA BIRLA SUN LIFE BANKING 64.5% · 18 stocks
More comparisons for NIPPON INDIA BANKING & FINANCI
- vs TATA BANKING & FINANCIAL SERVI65.4% · 16 stocks
- vs HDFC Banking & Financial Servi63.7% · 17 stocks
- vs ICICI Prudential Banking & Fin63.3% · 22 stocks
- vs Mirae Asset Banking and Financ62.0% · 16 stocks
- vs SBI Banking And Financial Serv59.6% · 18 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.