Kotak Banking and Financial Services Fund vs SBI Banking And Financial Services Fund
Kotak vs SBI· Portfolio Overlap Analysis
56.6%High Overlap
15 common stocksRank #6157 / 20,000
Investor takeaway: At 56.6% 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 (15)
| Stock | Wt% in Kotak Banking and Financial Se | Wt% in SBI Banking And Financial Serv | Overlap |
|---|---|---|---|
ICICI BANK LTD. Banks | 11.76% | 13.46% | 11.76% |
STATE BANK OF INDIA. Banks | 10.66% | 10.45% | 10.45% |
AXIS BANK LTD. Banks | 8.09% | 9.37% | 8.09% |
HDFC BANK LTD. Banks | 14.49% | 6.80% | 6.80% |
KOTAK MAHINDRA BANK LTD. Banks | 3.71% | 8.50% | 3.71% |
BAJAJ FINANCE LTD. Finance | 6.33% | 2.61% | 2.61% |
BSE LTD Capital Markets | 2.44% | 2.78% | 2.44% |
SBI Life Insurance Company Ltd Insurance | 2.25% | 3.29% | 2.25% |
BANK OF BARODA Banks | 2.18% | 3.00% | 2.18% |
HDFC Life Insurance Company Ltd Insurance | 1.61% | 2.44% | 1.61% |
APTUS VALUE HOUSING FINANCE Finance | 1.53% | 1.69% | 1.53% |
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD. Finance | 1.99% | 1.17% | 1.17% |
Max Financial Services Ltd Insurance | 1.07% | 1.70% | 1.07% |
SOUTH INDIAN BANK LTD Banks | 1.25% | 0.72% | 0.72% |
BILLIONBRAINS GARAGE VENTURES LIMITED (GROWW) Capital Markets | 0.67% | 0.23% | 0.23% |
Unique to Kotak Banking and Financial Se
- SHRIRAM FINANCE LIMITED5.01%
- POONAWALLA FINCORP LIMITED2.34%
- BANK OF MAHARASHTRA2.29%
Unique to SBI Banking And Financial Serv
- Bajaj Finserv Ltd.6.34%
- Muthoot Finance Ltd.4.30%
- Multi Commodity Exchange of India Ltd.3.20%
Sector Overlap Breakdown
Banks43.7% (7)
Finance5.3% (3)
Insurance4.9% (3)
Capital Markets2.7% (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 SBI Banking And Financial Serv
- vs TATA NIFTY FINANCIAL SERVICES 65.5% · 13 stocks
- vs Mirae Asset Nifty Financial Se65.5% · 13 stocks
- vs NIPPON INDIA BANKING & FINANCI59.6% · 18 stocks
- vs EDELWEISS FINANCIAL SERVICES58.7% · 14 stocks
- vs TATA BANKING & FINANCIAL SERVI56.2% · 12 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.