Kotak Contra Fund vs Kotak Focused Fund
Kotak vs Kotak· Portfolio Overlap Analysis
56.2%High Overlap
23 common stocksRank #6473 / 20,000
Investor takeaway: At 56.2% 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 Focused | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 5.82% | 6.92% | 5.82% |
ICICI BANK LTD. Banks | 4.61% | 5.99% | 4.61% |
STATE BANK OF INDIA. Banks | 4.18% | 5.42% | 4.18% |
SHRIRAM FINANCE LIMITED Finance | 3.26% | 5.85% | 3.26% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 3.02% | 3.33% | 3.02% |
Hero MotoCorp Ltd. Automobiles | 2.89% | 3.71% | 2.89% |
Infosys Ltd. IT - Software | 2.82% | 2.68% | 2.68% |
Larsen and Toubro Ltd. Construction | 2.62% | 2.85% | 2.62% |
NTPC LTD Power | 2.62% | 3.40% | 2.62% |
Maruti Suzuki India Limited Automobiles | 2.58% | 3.74% | 2.58% |
BHARTI AIRTEL LTD. Telecom - Services | 2.58% | 5.05% | 2.58% |
Fortis Healthcare India Ltd Healthcare Services | 2.41% | 3.60% | 2.41% |
GE VERNOVA T&D INDIA LIMITED Electrical Equipment | 2.14% | 3.48% | 2.14% |
Ultratech Cement Ltd. Cement and Cement Products | 2.13% | 3.20% | 2.13% |
AXIS BANK LTD. Banks | 2.02% | 3.35% | 2.02% |
Tech Mahindra Ltd. IT - Software | 1.90% | 2.40% | 1.90% |
Bharat Electronics Ltd. Aerospace and Defense | 1.71% | 4.20% | 1.71% |
GODREJ CONSUMER PRODUCTS LTD. Personal Products | 1.35% | 2.10% | 1.35% |
SRF LTD. Chemicals and Petrochemicals | 1.34% | 2.13% | 1.34% |
Inter Globe Aviation Ltd Transport Services | 1.27% | 2.96% | 1.27% |
POONAWALLA FINCORP LIMITED Finance | 2.13% | 1.13% | 1.13% |
Radico Khaitan Ltd. Beverages | 1.11% | 2.02% | 1.11% |
NUVAMA WEALTH MANAGEMENT LIMITED Capital Markets | 0.81% | 1.41% | 0.81% |
Unique to Kotak Contra
All top holdings are shared with the other fund.
Unique to Kotak Focused
- ETERNAL LIMITED4.23%
- KEI Industries Ltd.3.67%
Sector Overlap Breakdown
Banks16.6% (4)
Automobiles5.5% (2)
IT - Software4.6% (2)
Finance4.4% (2)
Petroleum Products3.0% (1)
Construction2.6% (1)
Power2.6% (1)
Telecom - Services2.6% (1)
Healthcare Services2.4% (1)
Electrical Equipment2.1% (1)
Cement and Cement Products2.1% (1)
Aerospace and Defense1.7% (1)
Personal Products1.4% (1)
Chemicals and Petrochemicals1.3% (1)
Transport Services1.3% (1)
Beverages1.1% (1)
Capital Markets0.8% (1)
More comparisons for Kotak Contra
- 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
- vs Kotak Flexicap50.5% · 28 stocks
More comparisons for Kotak Focused
- vs Kotak Flexicap52.5% · 19 stocks
- vs Kotak ESG Exclusionary Strateg52.0% · 17 stocks
- vs Kotak Large Cap51.8% · 20 stocks
- vs CANARA ROBECO LARGE CAP48.3% · 19 stocks
- vs CANARA ROBECO FOCUSED48.1% · 14 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.