Kotak Contra Fund vs Kotak ELSS Tax Saver Fund
Kotak vs Kotak· Portfolio Overlap Analysis
54.6%High Overlap
30 common stocksRank #7026 / 20,000
Investor takeaway: At 54.6% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (30)
| Stock | Wt% in Kotak Contra | Wt% in Kotak ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 5.82% | 8.38% | 5.82% |
ICICI BANK LTD. Banks | 4.61% | 4.99% | 4.61% |
STATE BANK OF INDIA. Banks | 4.18% | 5.96% | 4.18% |
Infosys Ltd. IT - Software | 2.82% | 2.82% | 2.82% |
Hero MotoCorp Ltd. Automobiles | 2.89% | 2.70% | 2.70% |
NTPC LTD Power | 2.62% | 2.81% | 2.62% |
Larsen and Toubro Ltd. Construction | 2.62% | 2.60% | 2.60% |
BHARTI AIRTEL LTD. Telecom - Services | 2.58% | 3.60% | 2.58% |
BAJAJ FINANCE LTD. Finance | 2.06% | 2.47% | 2.06% |
AXIS BANK LTD. Banks | 2.02% | 2.18% | 2.02% |
Ultratech Cement Ltd. Cement and Cement Products | 2.13% | 1.90% | 1.90% |
Tech Mahindra Ltd. IT - Software | 1.90% | 2.88% | 1.90% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 3.02% | 1.80% | 1.80% |
Mphasis Ltd IT - Software | 1.99% | 1.63% | 1.63% |
BANK OF BARODA Banks | 1.61% | 1.93% | 1.61% |
Jindal Steel & Power Ltd Ferrous Metals | 1.51% | 1.96% | 1.51% |
INDUSIND BANK LTD. Banks | 1.51% | 1.35% | 1.35% |
Inter Globe Aviation Ltd Transport Services | 1.27% | 1.71% | 1.27% |
Voltas Ltd. Consumer Durables | 1.17% | 1.23% | 1.17% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 1.08% | 2.43% | 1.08% |
KALPATARU PROJECTS INTERNATIONAL LIMITED Construction | 1.06% | 1.71% | 1.06% |
Indus Towers Ltd. Telecom - Services | 1.41% | 1.00% | 1.00% |
PIRAMAL FINANCE LTD Finance | 0.84% | 1.16% | 0.84% |
APTUS VALUE HOUSING FINANCE Finance | 0.87% | 0.82% | 0.82% |
SRF LTD. Chemicals and Petrochemicals | 1.34% | 0.81% | 0.81% |
Coromandel International Limited Fertilizers and Agrochemicals | 0.77% | 1.01% | 0.77% |
PARK MEDI WORLD LIMITED (PARK HOSPITAL) Healthcare Services | 1.46% | 0.69% | 0.69% |
KOTAK MAHINDRA BANK LTD. Banks | 0.58% | 1.47% | 0.58% |
NUVAMA WEALTH MANAGEMENT LIMITED Capital Markets | 0.81% | 0.51% | 0.51% |
SWIGGY LTD Retailing | 1.85% | 0.26% | 0.26% |
Unique to Kotak Contra
- SHRIRAM FINANCE LIMITED3.26%
- Maruti Suzuki India Limited2.58%
Unique to Kotak ELSS Tax Saver
- Britannia Industries Ltd.2.69%
Sector Overlap Breakdown
Banks20.2% (7)
IT - Software6.3% (3)
Finance3.7% (3)
Construction3.7% (2)
Telecom - Services3.6% (2)
Petroleum Products2.9% (2)
Automobiles2.7% (1)
Power2.6% (1)
Cement and Cement Products1.9% (1)
Ferrous Metals1.5% (1)
Transport Services1.3% (1)
Consumer Durables1.2% (1)
Chemicals and Petrochemicals0.8% (1)
Fertilizers and Agrochemicals0.8% (1)
Healthcare Services0.7% (1)
Capital Markets0.5% (1)
Retailing0.3% (1)
More comparisons for Kotak Contra
- vs Kotak Focused56.2% · 23 stocks
- vs Kotak Large & Midcap56.2% · 34 stocks
- vs Kotak Large Cap52.5% · 30 stocks
- vs Kotak Dividend Yield51.3% · 24 stocks
- vs Kotak Flexicap50.5% · 28 stocks
More comparisons for Kotak ELSS Tax Saver
- vs Kotak Large & Midcap57.2% · 34 stocks
- vs Kotak ESG Exclusionary Strateg55.2% · 25 stocks
- vs Kotak Large Cap54.5% · 27 stocks
- vs Kotak Flexicap51.0% · 26 stocks
- vs Kotak Dividend Yield50.8% · 24 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.