Kotak Contra Fund vs Kotak ESG Exclusionary Strategy Fund
Kotak vs Kotak· Portfolio Overlap Analysis
47.6%High Overlap
23 common stocksRank #12630 / 20,000
Investor takeaway: At 47.6% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (23)
| Stock | Wt% in Kotak Contra | Wt% in Kotak ESG Exclusionary Strateg | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 5.82% | 7.24% | 5.82% |
ICICI BANK LTD. Banks | 4.61% | 5.11% | 4.61% |
STATE BANK OF INDIA. Banks | 4.18% | 4.01% | 4.01% |
SHRIRAM FINANCE LIMITED Finance | 3.26% | 3.60% | 3.26% |
Hero MotoCorp Ltd. Automobiles | 2.89% | 3.17% | 2.89% |
Infosys Ltd. IT - Software | 2.82% | 3.21% | 2.82% |
Larsen and Toubro Ltd. Construction | 2.62% | 4.28% | 2.62% |
BHARTI AIRTEL LTD. Telecom - Services | 2.58% | 7.10% | 2.58% |
Ultratech Cement Ltd. Cement and Cement Products | 2.13% | 3.76% | 2.13% |
BAJAJ FINANCE LTD. Finance | 2.06% | 4.06% | 2.06% |
AXIS BANK LTD. Banks | 2.02% | 4.10% | 2.02% |
Tech Mahindra Ltd. IT - Software | 1.90% | 3.02% | 1.90% |
GODREJ CONSUMER PRODUCTS LTD. Personal Products | 1.35% | 1.67% | 1.35% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 3.02% | 1.12% | 1.12% |
Indus Towers Ltd. Telecom - Services | 1.41% | 1.12% | 1.12% |
INDIAN BANK Banks | 1.40% | 1.10% | 1.10% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 1.08% | 1.43% | 1.08% |
SRF LTD. Chemicals and Petrochemicals | 1.34% | 1.04% | 1.04% |
Metropolis Healthcare Ltd. Healthcare Services | 0.96% | 1.06% | 0.96% |
Maruti Suzuki India Limited Automobiles | 2.58% | 0.92% | 0.92% |
BANK OF BARODA Banks | 1.61% | 0.89% | 0.89% |
NTPC LTD Power | 2.62% | 0.71% | 0.71% |
KOTAK MAHINDRA BANK LTD. Banks | 0.58% | 1.28% | 0.58% |
Unique to Kotak Contra
All top holdings are shared with the other fund.
Unique to Kotak ESG Exclusionary Strateg
- ETERNAL LIMITED4.26%
Sector Overlap Breakdown
Banks19.0% (7)
Finance5.3% (2)
IT - Software4.7% (2)
Automobiles3.8% (2)
Telecom - Services3.7% (2)
Construction2.6% (1)
Petroleum Products2.2% (2)
Cement and Cement Products2.1% (1)
Personal Products1.4% (1)
Chemicals and Petrochemicals1.0% (1)
Healthcare Services1.0% (1)
Power0.7% (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 Dividend Yield51.3% · 24 stocks
More comparisons for Kotak ESG Exclusionary Strateg
- vs Kotak Large Cap55.3% · 27 stocks
- vs Kotak ELSS Tax Saver55.2% · 25 stocks
- vs Kotak Flexicap55.1% · 29 stocks
- vs Kotak Focused52.0% · 17 stocks
- vs Kotak Large & Midcap50.8% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.