Kotak BSE PSU Index Fund vs SBI PSU Fund
Kotak vs SBI· Portfolio Overlap Analysis
58.8%High Overlap
18 common stocksRank #5530 / 20,000
Investor takeaway: At 58.8% 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 (18)
| Stock | Wt% in Kotak BSE PSU Index | Wt% in SBI PSU | Overlap |
|---|---|---|---|
STATE BANK OF INDIA. Banks | 21.51% | 18.23% | 18.23% |
NTPC LTD Power | 7.81% | 9.01% | 7.81% |
Bharat Electronics Ltd. Aerospace and Defense | 6.86% | 9.33% | 6.86% |
Power Grid Corporation of India Ltd. Power | 5.86% | 9.10% | 5.86% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 3.24% | 5.71% | 3.24% |
BANK OF BARODA Banks | 2.58% | 5.41% | 2.58% |
Oil And Natural Gas Corporation Ltd. Oil | 4.70% | 2.54% | 2.54% |
GAIL (India) Ltd. Gas | 1.97% | 9.05% | 1.97% |
INDIAN BANK Banks | 1.49% | 3.67% | 1.49% |
Bharat Heavy Electricals Ltd. Electrical Equipment | 1.47% | 1.62% | 1.47% |
National Aluminium Company Ltd. Non - Ferrous Metals | 1.38% | 2.71% | 1.38% |
INDIAN OIL CORPORATION LTD. Petroleum Products | 2.97% | 1.23% | 1.23% |
NMDC Ltd. Minerals and Mining | 1.21% | 3.48% | 1.21% |
Oil India Limited Oil | 1.12% | 2.85% | 1.12% |
Life Insurance Corporation Of India Insurance | 0.69% | 1.70% | 0.69% |
General Insurance Corporation of India Insurance | 0.52% | 2.43% | 0.52% |
GUJARAT GAS LTD Gas | 0.30% | 0.75% | 0.30% |
Engineers India Ltd Construction | 0.26% | 1.08% | 0.26% |
Unique to Kotak BSE PSU Index
- Coal India Limited4.23%
- Hindustan Aeronautics Ltd.3.16%
- Power Finance Corporation Ltd.2.58%
Unique to SBI PSU
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks22.3% (3)
Power13.7% (2)
Aerospace and Defense6.9% (1)
Petroleum Products4.5% (2)
Oil3.7% (2)
Gas2.3% (2)
Electrical Equipment1.5% (1)
Non - Ferrous Metals1.4% (1)
Minerals and Mining1.2% (1)
Insurance1.2% (2)
Construction0.3% (1)
More comparisons for Kotak BSE PSU Index
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More comparisons for SBI PSU
- vs ADITYA BIRLA SUN LIFE PSU EQUI65.5% · 17 stocks
- vs ICICI PRUDENTIAL PSU EQUITY50.6% · 19 stocks
- vs Invesco India PSU Equity47.3% · 10 stocks
- vs BHARAT 22 ETF46.5% · 12 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY PS46.3% · 10 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.