Kotak Contra Fund vs Kotak Multicap Fund
Kotak vs Kotak· Portfolio Overlap Analysis
42.5%High Overlap
30 common stocksRank #19583 / 20,000
Investor takeaway: At 42.5% 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 Multicap | Overlap |
|---|---|---|---|
STATE BANK OF INDIA. Banks | 4.18% | 3.27% | 3.27% |
SHRIRAM FINANCE LIMITED Finance | 3.26% | 3.52% | 3.26% |
Hero MotoCorp Ltd. Automobiles | 2.89% | 4.32% | 2.89% |
NTPC LTD Power | 2.62% | 2.82% | 2.62% |
Maruti Suzuki India Limited Automobiles | 2.58% | 5.22% | 2.58% |
BHARTI AIRTEL LTD. Telecom - Services | 2.58% | 2.43% | 2.43% |
POONAWALLA FINCORP LIMITED Finance | 2.13% | 2.24% | 2.13% |
BANK OF BARODA Banks | 1.61% | 2.14% | 1.61% |
Mphasis Ltd IT - Software | 1.99% | 1.56% | 1.56% |
INDUSIND BANK LTD. Banks | 1.51% | 3.94% | 1.51% |
Ashok Leyland Ltd. Agricultural, Commercial and Constr | 1.51% | 1.50% | 1.50% |
Indus Towers Ltd. Telecom - Services | 1.41% | 3.54% | 1.41% |
Larsen and Toubro Ltd. Construction | 2.62% | 1.32% | 1.32% |
Dalmia Bharat Limited Cement and Cement Products | 1.50% | 1.24% | 1.24% |
Infosys Ltd. IT - Software | 2.82% | 1.23% | 1.23% |
Tech Mahindra Ltd. IT - Software | 1.90% | 1.19% | 1.19% |
SWIGGY LTD Retailing | 1.85% | 1.17% | 1.17% |
Radico Khaitan Ltd. Beverages | 1.11% | 2.34% | 1.11% |
KALPATARU PROJECTS INTERNATIONAL LIMITED Construction | 1.06% | 1.17% | 1.06% |
SRF LTD. Chemicals and Petrochemicals | 1.34% | 0.87% | 0.87% |
PIRAMAL FINANCE LTD Finance | 0.84% | 1.27% | 0.84% |
ITC Ltd. Diversified FMCG | 0.80% | 3.77% | 0.80% |
Ultratech Cement Ltd. Cement and Cement Products | 2.13% | 0.77% | 0.77% |
JUBILANT PHARMOVA LIMITED Pharmaceuticals and Biotechnology | 0.96% | 0.68% | 0.68% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 3.02% | 0.64% | 0.64% |
HAPPY FORGINGS LTD Industrial Products | 0.64% | 0.95% | 0.64% |
JYOTI CNC AUTOMATION LTD Industrial Manufacturing | 0.59% | 1.28% | 0.59% |
KOTAK MAHINDRA BANK LTD. Banks | 0.58% | 0.91% | 0.58% |
Tata Steel Ltd. Ferrous Metals | 0.99% | 0.53% | 0.53% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.05% | 0.47% | 0.47% |
Unique to Kotak Contra
- HDFC BANK LTD.5.82%
- ICICI BANK LTD.4.61%
Unique to Kotak Multicap
- Power Finance Corporation Ltd.2.43%
Sector Overlap Breakdown
Banks7.0% (4)
Finance6.2% (3)
Automobiles5.5% (2)
IT - Software4.0% (3)
Telecom - Services3.8% (2)
Power2.6% (1)
Construction2.4% (2)
Cement and Cement Products2.0% (2)
Agricultural, Commercial and Constr1.5% (1)
Retailing1.2% (1)
Beverages1.1% (1)
Chemicals and Petrochemicals0.9% (1)
Diversified FMCG0.8% (1)
Pharmaceuticals and Biotechnology0.7% (1)
Petroleum Products0.6% (1)
Industrial Products0.6% (1)
Industrial Manufacturing0.6% (1)
Ferrous Metals0.5% (1)
Non - Ferrous Metals0.5% (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 Multicap
- vs Kotak Multi Asset Allocation49.0% · 41 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.