Kotak Contra Fund vs Kotak Flexicap Fund
Kotak vs Kotak· Portfolio Overlap Analysis
50.5%High Overlap
28 common stocksRank #9477 / 20,000
Investor takeaway: At 50.5% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (28)
| Stock | Wt% in Kotak Contra | Wt% in Kotak Flexicap | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 5.82% | 6.17% | 5.82% |
ICICI BANK LTD. Banks | 4.61% | 5.34% | 4.61% |
STATE BANK OF INDIA. Banks | 4.18% | 5.03% | 4.18% |
Larsen and Toubro Ltd. Construction | 2.62% | 3.99% | 2.62% |
BHARTI AIRTEL LTD. Telecom - Services | 2.58% | 2.88% | 2.58% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 3.02% | 2.45% | 2.45% |
Infosys Ltd. IT - Software | 2.82% | 2.42% | 2.42% |
Ultratech Cement Ltd. Cement and Cement Products | 2.13% | 3.07% | 2.13% |
Maruti Suzuki India Limited Automobiles | 2.58% | 2.09% | 2.09% |
AXIS BANK LTD. Banks | 2.02% | 3.89% | 2.02% |
Hero MotoCorp Ltd. Automobiles | 2.89% | 2.01% | 2.01% |
BAJAJ FINANCE LTD. Finance | 2.06% | 1.82% | 1.82% |
Bharat Electronics Ltd. Aerospace and Defense | 1.71% | 6.14% | 1.71% |
Jindal Steel & Power Ltd Ferrous Metals | 1.51% | 4.16% | 1.51% |
SRF LTD. Chemicals and Petrochemicals | 1.34% | 2.82% | 1.34% |
Inter Globe Aviation Ltd Transport Services | 1.27% | 2.29% | 1.27% |
NTPC LTD Power | 2.62% | 1.21% | 1.21% |
Tech Mahindra Ltd. IT - Software | 1.90% | 1.12% | 1.12% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 1.08% | 1.29% | 1.08% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.05% | 1.22% | 1.05% |
Indus Towers Ltd. Telecom - Services | 1.41% | 1.04% | 1.04% |
INDUSIND BANK LTD. Banks | 1.51% | 1.01% | 1.01% |
Dalmia Bharat Limited Cement and Cement Products | 1.50% | 0.95% | 0.95% |
Coromandel International Limited Fertilizers and Agrochemicals | 0.77% | 0.59% | 0.59% |
KOTAK MAHINDRA BANK LTD. Banks | 0.58% | 1.35% | 0.58% |
SHRIRAM FINANCE LIMITED Finance | 3.26% | 0.57% | 0.57% |
GODREJ CONSUMER PRODUCTS LTD. Personal Products | 1.35% | 0.54% | 0.54% |
SWIGGY LTD Retailing | 1.85% | 0.20% | 0.20% |
Unique to Kotak Contra
All top holdings are shared with the other fund.
Unique to Kotak Flexicap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks18.2% (6)
Automobiles4.1% (2)
Telecom - Services3.6% (2)
IT - Software3.5% (2)
Petroleum Products3.5% (2)
Cement and Cement Products3.1% (2)
Construction2.6% (1)
Finance2.4% (2)
Aerospace and Defense1.7% (1)
Ferrous Metals1.5% (1)
Chemicals and Petrochemicals1.3% (1)
Transport Services1.3% (1)
Power1.2% (1)
Non - Ferrous Metals1.1% (1)
Fertilizers and Agrochemicals0.6% (1)
Personal Products0.5% (1)
Retailing0.2% (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 Flexicap
- vs Kotak Large & Midcap57.8% · 36 stocks
- vs Kotak Large Cap55.6% · 29 stocks
- vs Kotak ESG Exclusionary Strateg55.1% · 29 stocks
- vs Kotak Focused52.5% · 19 stocks
- vs Kotak ELSS Tax Saver51.0% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.