Kotak Contra Fund vs Kotak Dividend Yield Fund
Kotak vs Kotak· Portfolio Overlap Analysis
51.3%High Overlap
24 common stocksRank #8930 / 20,000
Investor takeaway: At 51.3% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (24)
| Stock | Wt% in Kotak Contra | Wt% in Kotak Dividend Yield | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 5.82% | 6.31% | 5.82% |
ICICI BANK LTD. Banks | 4.61% | 5.42% | 4.61% |
STATE BANK OF INDIA. Banks | 4.18% | 3.88% | 3.88% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 3.02% | 3.32% | 3.02% |
Larsen and Toubro Ltd. Construction | 2.62% | 3.02% | 2.62% |
NTPC LTD Power | 2.62% | 2.90% | 2.62% |
BHARTI AIRTEL LTD. Telecom - Services | 2.58% | 3.46% | 2.58% |
Maruti Suzuki India Limited Automobiles | 2.58% | 2.53% | 2.53% |
Ultratech Cement Ltd. Cement and Cement Products | 2.13% | 2.40% | 2.13% |
AXIS BANK LTD. Banks | 2.02% | 2.52% | 2.02% |
SHRIRAM FINANCE LIMITED Finance | 3.26% | 2.00% | 2.00% |
Infosys Ltd. IT - Software | 2.82% | 1.96% | 1.96% |
BANK OF BARODA Banks | 1.61% | 2.18% | 1.61% |
Bharat Electronics Ltd. Aerospace and Defense | 1.71% | 1.51% | 1.51% |
INDUSIND BANK LTD. Banks | 1.51% | 2.10% | 1.51% |
BAJAJ FINANCE LTD. Finance | 2.06% | 1.48% | 1.48% |
Ashok Leyland Ltd. Agricultural, Commercial and Constr | 1.51% | 1.45% | 1.45% |
Indus Towers Ltd. Telecom - Services | 1.41% | 1.94% | 1.41% |
BANK OF MAHARASHTRA Banks | 1.32% | 2.20% | 1.32% |
Tech Mahindra Ltd. IT - Software | 1.90% | 1.28% | 1.28% |
Hero MotoCorp Ltd. Automobiles | 2.89% | 0.99% | 0.99% |
Tata Steel Ltd. Ferrous Metals | 0.99% | 1.54% | 0.99% |
Ajanta Pharma Ltd. Pharmaceuticals and Biotechnology | 0.98% | 1.00% | 0.98% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.05% | 0.96% | 0.96% |
Unique to Kotak Contra
All top holdings are shared with the other fund.
Unique to Kotak Dividend Yield
- Max Healthcare Institute Ltd.2.54%
Sector Overlap Breakdown
Banks20.8% (7)
Telecom - Services4.0% (2)
Automobiles3.5% (2)
Finance3.5% (2)
IT - Software3.2% (2)
Petroleum Products3.0% (1)
Construction2.6% (1)
Power2.6% (1)
Cement and Cement Products2.1% (1)
Aerospace and Defense1.5% (1)
Agricultural, Commercial and Constr1.4% (1)
Ferrous Metals1.0% (1)
Pharmaceuticals and Biotechnology1.0% (1)
Non - Ferrous Metals1.0% (1)
More comparisons for Kotak Contra
- vs Kotak Focused56.2% · 23 stocks
- vs Kotak Large & Midcap56.2% · 34 stocks
- vs Kotak ELSS Tax Saver54.6% · 30 stocks
- vs Kotak Large Cap52.5% · 30 stocks
- vs Kotak Flexicap50.5% · 28 stocks
More comparisons for Kotak Dividend Yield
- vs Kotak Large Cap57.6% · 29 stocks
- vs CANARA ROBECO LARGE CAP53.8% · 28 stocks
- vs EDELWEISS LARGE CAP53.4% · 30 stocks
- vs SBI BSE 100 ETF52.7% · 35 stocks
- vs PGIM INDIA LARGE CAP52.5% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.