Kotak Contra Fund vs Kotak Large & Midcap Fund
Kotak vs Kotak· Portfolio Overlap Analysis
56.2%High Overlap
34 common stocksRank #6478 / 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 (34)
| Stock | Wt% in Kotak Contra | Wt% in Kotak Large & Midcap | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 5.82% | 5.64% | 5.64% |
STATE BANK OF INDIA. Banks | 4.18% | 4.89% | 4.18% |
ICICI BANK LTD. Banks | 4.61% | 3.14% | 3.14% |
Larsen and Toubro Ltd. Construction | 2.62% | 2.58% | 2.58% |
BHARTI AIRTEL LTD. Telecom - Services | 2.58% | 2.33% | 2.33% |
Hero MotoCorp Ltd. Automobiles | 2.89% | 2.28% | 2.28% |
Infosys Ltd. IT - Software | 2.82% | 2.26% | 2.26% |
BAJAJ FINANCE LTD. Finance | 2.06% | 2.19% | 2.06% |
AXIS BANK LTD. Banks | 2.02% | 2.79% | 2.02% |
SHRIRAM FINANCE LIMITED Finance | 3.26% | 1.83% | 1.83% |
Bharat Electronics Ltd. Aerospace and Defense | 1.71% | 4.05% | 1.71% |
Mphasis Ltd IT - Software | 1.99% | 1.65% | 1.65% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 3.02% | 1.63% | 1.63% |
Ashok Leyland Ltd. Agricultural, Commercial and Constr | 1.51% | 2.89% | 1.51% |
Jindal Steel & Power Ltd Ferrous Metals | 1.51% | 2.11% | 1.51% |
Ultratech Cement Ltd. Cement and Cement Products | 2.13% | 1.44% | 1.44% |
Dalmia Bharat Limited Cement and Cement Products | 1.50% | 1.44% | 1.44% |
Tech Mahindra Ltd. IT - Software | 1.90% | 1.41% | 1.41% |
INDUSIND BANK LTD. Banks | 1.51% | 1.40% | 1.40% |
INDIAN BANK Banks | 1.40% | 1.94% | 1.40% |
Fortis Healthcare India Ltd Healthcare Services | 2.41% | 1.38% | 1.38% |
SRF LTD. Chemicals and Petrochemicals | 1.34% | 1.46% | 1.34% |
IPCA Laboratories Ltd. Pharmaceuticals and Biotechnology | 1.49% | 1.25% | 1.25% |
Inter Globe Aviation Ltd Transport Services | 1.27% | 1.10% | 1.10% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 1.08% | 1.19% | 1.08% |
Voltas Ltd. Consumer Durables | 1.17% | 1.02% | 1.02% |
Maruti Suzuki India Limited Automobiles | 2.58% | 0.97% | 0.97% |
Coromandel International Limited Fertilizers and Agrochemicals | 0.77% | 2.31% | 0.77% |
BANK OF MAHARASHTRA Banks | 1.32% | 0.73% | 0.73% |
PIRAMAL FINANCE LTD Finance | 0.84% | 0.70% | 0.70% |
SWIGGY LTD Retailing | 1.85% | 0.68% | 0.68% |
KALPATARU PROJECTS INTERNATIONAL LIMITED Construction | 1.06% | 0.65% | 0.65% |
KOTAK MAHINDRA BANK LTD. Banks | 0.58% | 0.98% | 0.58% |
Ajanta Pharma Ltd. Pharmaceuticals and Biotechnology | 0.98% | 0.49% | 0.49% |
Unique to Kotak Contra
- NTPC LTD2.62%
Unique to Kotak Large & Midcap
- ETERNAL LIMITED2.81%
Sector Overlap Breakdown
Banks19.1% (8)
IT - Software5.3% (3)
Finance4.6% (3)
Automobiles3.3% (2)
Construction3.2% (2)
Cement and Cement Products2.9% (2)
Petroleum Products2.7% (2)
Telecom - Services2.3% (1)
Pharmaceuticals and Biotechnology1.7% (2)
Aerospace and Defense1.7% (1)
Agricultural, Commercial and Constr1.5% (1)
Ferrous Metals1.5% (1)
Healthcare Services1.4% (1)
Chemicals and Petrochemicals1.3% (1)
Transport Services1.1% (1)
Consumer Durables1.0% (1)
Fertilizers and Agrochemicals0.8% (1)
Retailing0.7% (1)
More comparisons for Kotak Contra
- vs Kotak Focused56.2% · 23 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 Large & Midcap
- vs Kotak Flexicap57.8% · 36 stocks
- vs Kotak ELSS Tax Saver57.2% · 34 stocks
- vs Kotak ESG Exclusionary Strateg50.8% · 28 stocks
- vs Kotak Large Cap50.3% · 35 stocks
- vs Kotak Dividend Yield45.3% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.