Kotak Dividend Yield Fund vs Mirae Asset Large Cap Fund
Kotak vs Mirae· Portfolio Overlap Analysis
46.1%High Overlap
25 common stocksRank #14430 / 20,000
Investor takeaway: At 46.1% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (25)
| Stock | Wt% in Kotak Dividend Yield | Wt% in Mirae Asset Large Cap | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 6.31% | 9.54% | 6.31% |
ICICI BANK LTD. Banks | 5.42% | 8.49% | 5.42% |
STATE BANK OF INDIA. Banks | 3.88% | 3.66% | 3.66% |
BHARTI AIRTEL LTD. Telecom - Services | 3.46% | 4.55% | 3.46% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 3.32% | 4.99% | 3.32% |
Larsen and Toubro Ltd. Construction | 3.02% | 3.99% | 3.02% |
AXIS BANK LTD. Banks | 2.52% | 3.62% | 2.52% |
Maruti Suzuki India Limited Automobiles | 2.53% | 2.37% | 2.37% |
Infosys Ltd. IT - Software | 1.96% | 4.28% | 1.96% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 1.88% | 2.94% | 1.88% |
NTPC LTD Power | 2.90% | 1.45% | 1.45% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 2.09% | 1.45% | 1.45% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 2.04% | 1.37% | 1.37% |
Mahindra & Mahindra Ltd. Automobiles | 1.27% | 2.05% | 1.27% |
Britannia Industries Ltd. Food Products | 2.09% | 1.16% | 1.16% |
TITAN COMPANY LTD. Consumer Durables | 1.96% | 0.99% | 0.99% |
BAJAJ FINANCE LTD. Finance | 1.48% | 0.84% | 0.84% |
INDUSIND BANK LTD. Banks | 2.10% | 0.81% | 0.81% |
SHRIRAM FINANCE LIMITED Finance | 2.00% | 0.77% | 0.77% |
Solar Industries India Limited Chemicals and Petrochemicals | 1.04% | 0.70% | 0.70% |
Oil And Natural Gas Corporation Ltd. Oil | 1.01% | 0.57% | 0.57% |
Bharat Electronics Ltd. Aerospace and Defense | 1.51% | 0.36% | 0.36% |
Ultratech Cement Ltd. Cement and Cement Products | 2.40% | 0.26% | 0.26% |
Tata Steel Ltd. Ferrous Metals | 1.54% | 0.19% | 0.19% |
TORRENT PHARMACEUTICALS LTD. Pharmaceuticals and Biotechnology | 0.98% | 0.00% | 0.00% |
Unique to Kotak Dividend Yield
- Max Healthcare Institute Ltd.2.54%
Unique to Mirae Asset Large Cap
- ITC Ltd.3.12%
Sector Overlap Breakdown
Banks18.7% (5)
IT - Software3.8% (2)
Automobiles3.6% (2)
Telecom - Services3.5% (1)
Petroleum Products3.3% (1)
Construction3.0% (1)
Finance1.6% (2)
Power1.4% (1)
Healthcare Services1.4% (1)
Pharmaceuticals and Biotechnology1.4% (2)
Food Products1.2% (1)
Consumer Durables1.0% (1)
Chemicals and Petrochemicals0.7% (1)
Oil0.6% (1)
Aerospace and Defense0.4% (1)
Cement and Cement Products0.3% (1)
Ferrous Metals0.2% (1)
More comparisons for Kotak Dividend Yield
- vs Kotak Large Cap57.6% · 29 stocks
- vs CANARA ROBECO LARGE CAP53.8% · 28 stocks
- vs EDELWEISS LARGE CAP53.4% · 30 stocks
- vs SBI BSE 100 ETF52.7% · 35 stocks
- vs PGIM INDIA LARGE CAP52.5% · 28 stocks
More comparisons for Mirae Asset Large Cap
- vs HDFC NIFTY 50 ETF68.5% · 33 stocks
- vs HDFC Nifty 50 Index68.5% · 33 stocks
- vs ICICI Prudential Nifty 50 ETF68.5% · 33 stocks
- vs Mirae Asset Nifty 50 ETF68.5% · 33 stocks
- vs SBI Nifty Index68.5% · 33 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.