Kotak Contra Fund vs Kotak Large Cap Fund
Kotak vs Kotak· Portfolio Overlap Analysis
52.5%High Overlap
30 common stocksRank #7860 / 20,000
Investor takeaway: At 52.5% 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 Large Cap | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 5.82% | 7.01% | 5.82% |
ICICI BANK LTD. Banks | 4.61% | 7.36% | 4.61% |
STATE BANK OF INDIA. Banks | 4.18% | 4.83% | 4.18% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 3.02% | 6.39% | 3.02% |
Infosys Ltd. IT - Software | 2.82% | 3.32% | 2.82% |
Larsen and Toubro Ltd. Construction | 2.62% | 4.22% | 2.62% |
NTPC LTD Power | 2.62% | 2.89% | 2.62% |
BHARTI AIRTEL LTD. Telecom - Services | 2.58% | 3.78% | 2.58% |
Maruti Suzuki India Limited Automobiles | 2.58% | 2.41% | 2.41% |
Ultratech Cement Ltd. Cement and Cement Products | 2.13% | 2.22% | 2.13% |
BAJAJ FINANCE LTD. Finance | 2.06% | 3.14% | 2.06% |
AXIS BANK LTD. Banks | 2.02% | 3.35% | 2.02% |
SHRIRAM FINANCE LIMITED Finance | 3.26% | 1.98% | 1.98% |
Bharat Electronics Ltd. Aerospace and Defense | 1.71% | 1.38% | 1.38% |
Inter Globe Aviation Ltd Transport Services | 1.27% | 1.83% | 1.27% |
GODREJ CONSUMER PRODUCTS LTD. Personal Products | 1.35% | 1.21% | 1.21% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 1.08% | 1.49% | 1.08% |
Tech Mahindra Ltd. IT - Software | 1.90% | 1.04% | 1.04% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.05% | 1.02% | 1.02% |
Tata Steel Ltd. Ferrous Metals | 0.99% | 2.14% | 0.99% |
ITC Ltd. Diversified FMCG | 0.80% | 2.05% | 0.80% |
Coromandel International Limited Fertilizers and Agrochemicals | 0.77% | 1.22% | 0.77% |
POONAWALLA FINCORP LIMITED Finance | 2.13% | 0.65% | 0.65% |
LG ELECTRONICS INDIA LTD. Consumer Durables | 0.84% | 0.64% | 0.64% |
Mphasis Ltd IT - Software | 1.99% | 0.62% | 0.62% |
KOTAK MAHINDRA BANK LTD. Banks | 0.58% | 1.55% | 0.58% |
Hero MotoCorp Ltd. Automobiles | 2.89% | 0.56% | 0.56% |
VISHAL MEGA MART LIMITED Retailing | 0.58% | 0.46% | 0.46% |
SWIGGY LTD Retailing | 1.85% | 0.38% | 0.38% |
BANK OF MAHARASHTRA Banks | 1.32% | 0.15% | 0.15% |
Unique to Kotak Contra
All top holdings are shared with the other fund.
Unique to Kotak Large Cap
- Mahindra & Mahindra Ltd.2.90%
Sector Overlap Breakdown
Banks17.4% (6)
Finance4.7% (3)
IT - Software4.5% (3)
Petroleum Products4.1% (2)
Automobiles3.0% (2)
Construction2.6% (1)
Power2.6% (1)
Telecom - Services2.6% (1)
Cement and Cement Products2.1% (1)
Aerospace and Defense1.4% (1)
Transport Services1.3% (1)
Personal Products1.2% (1)
Non - Ferrous Metals1.0% (1)
Ferrous Metals1.0% (1)
Retailing0.8% (2)
Diversified FMCG0.8% (1)
Fertilizers and Agrochemicals0.8% (1)
Consumer Durables0.6% (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 Dividend Yield51.3% · 24 stocks
- vs Kotak Flexicap50.5% · 28 stocks
More comparisons for Kotak Large Cap
- vs CANARA ROBECO LARGE CAP67.7% · 31 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY 5067.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 Index67.1% · 28 stocks
- vs Bajaj Finserv Nifty 50 ETF67.1% · 28 stocks
- vs Baroda BNP Paribas Nifty 50 In67.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.