Kotak Business Cycle Fund vs Kotak Pioneer Fund
Kotak vs Kotak· Portfolio Overlap Analysis
49.6%High Overlap
29 common stocksRank #10609 / 20,000
Investor takeaway: At 49.6% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (29)
| Stock | Wt% in Kotak Business Cycle | Wt% in Kotak Pioneer | Overlap |
|---|---|---|---|
ASTER DM HEALTHCARE LTD Healthcare Services | 3.73% | 3.57% | 3.57% |
BHARTI HEXACOM LTD. Telecom - Services | 3.32% | 3.00% | 3.00% |
Maruti Suzuki India Limited Automobiles | 2.90% | 3.22% | 2.90% |
ICICI BANK LTD. Banks | 6.32% | 2.83% | 2.83% |
ETERNAL LIMITED Retailing | 2.55% | 4.62% | 2.55% |
KRISHNA INSTITUTE OF MEDICAL SCIENCES LTD. Healthcare Services | 2.63% | 2.44% | 2.44% |
Mahindra & Mahindra Ltd. Automobiles | 2.39% | 2.35% | 2.35% |
GODREJ CONSUMER PRODUCTS LTD. Personal Products | 2.60% | 2.26% | 2.26% |
VISHAL MEGA MART LIMITED Retailing | 2.41% | 2.15% | 2.15% |
ICICI Lombard General Insurance Company Ltd Insurance | 2.16% | 2.03% | 2.03% |
Minda Industries Ltd. Auto Components | 2.00% | 2.76% | 2.00% |
GE VERNOVA T&D INDIA LIMITED Electrical Equipment | 1.99% | 2.78% | 1.99% |
SBI Life Insurance Company Ltd Insurance | 2.22% | 1.84% | 1.84% |
VIJAYA DIAGNOSTIC CENTRE PVT Healthcare Services | 2.43% | 1.79% | 1.79% |
Avenue Supermarts Ltd Retailing | 1.94% | 1.73% | 1.73% |
ADITYA INFOTECH LIMITED Industrial Manufacturing | 3.05% | 1.66% | 1.66% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 1.62% | 2.69% | 1.62% |
MANKIND PHARMA LTD Pharmaceuticals and Biotechnology | 1.48% | 1.48% | 1.48% |
HDFC BANK LTD. Banks | 3.02% | 1.42% | 1.42% |
TVS Motor Company Ltd. Automobiles | 1.21% | 1.12% | 1.12% |
APTUS VALUE HOUSING FINANCE Finance | 1.18% | 1.08% | 1.08% |
HAPPY FORGINGS LTD Industrial Products | 1.27% | 0.98% | 0.98% |
MAHINDRA LIFESPACE DEVELOPERS LTD Realty | 1.25% | 0.89% | 0.89% |
JUBILANT INGREVIA LTD. Chemicals and Petrochemicals | 0.94% | 0.87% | 0.87% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 0.82% | 0.97% | 0.82% |
Rolex Rings Limited Auto Components | 0.74% | 0.82% | 0.74% |
CMS INFO SYSTEMS LIMITED Commercial Services and Supplies | 0.87% | 0.70% | 0.70% |
360 ONE WAM LIMITED Capital Markets | 0.47% | 0.46% | 0.46% |
BRAINBEES SOLUTIONS LIMITED Retailing | 0.41% | 0.38% | 0.38% |
Unique to Kotak Business Cycle
- AXIS BANK LTD.4.44%
- SHRIRAM FINANCE LIMITED2.65%
Unique to Kotak Pioneer
- Ishares Nasdaq 100 UCITS ETF USD16.97%
- Inter Globe Aviation Ltd2.66%
Sector Overlap Breakdown
Healthcare Services7.8% (3)
Retailing6.8% (4)
Automobiles6.4% (3)
Banks4.3% (2)
Insurance3.9% (2)
Telecom - Services3.0% (1)
Auto Components2.7% (2)
Pharmaceuticals and Biotechnology2.3% (2)
Personal Products2.3% (1)
Electrical Equipment2.0% (1)
Industrial Manufacturing1.7% (1)
Petroleum Products1.6% (1)
Finance1.1% (1)
Industrial Products1.0% (1)
Realty0.9% (1)
Chemicals and Petrochemicals0.9% (1)
Commercial Services and Supplies0.7% (1)
Capital Markets0.5% (1)
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.