Kotak ELSS Tax Saver Fund vs Mirae Asset Large Cap Fund
Kotak vs Mirae· Portfolio Overlap Analysis
45.4%High Overlap
27 common stocksRank #15438 / 20,000
Investor takeaway: At 45.4% 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 (27)
| Stock | Wt% in Kotak ELSS Tax Saver | Wt% in Mirae Asset Large Cap | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 8.38% | 9.54% | 8.38% |
ICICI BANK LTD. Banks | 4.99% | 8.49% | 4.99% |
STATE BANK OF INDIA. Banks | 5.96% | 3.66% | 3.66% |
BHARTI AIRTEL LTD. Telecom - Services | 3.60% | 4.55% | 3.60% |
Infosys Ltd. IT - Software | 2.82% | 4.28% | 2.82% |
Larsen and Toubro Ltd. Construction | 2.60% | 3.99% | 2.60% |
ETERNAL LIMITED Retailing | 2.33% | 2.47% | 2.33% |
AXIS BANK LTD. Banks | 2.18% | 3.62% | 2.18% |
Mahindra & Mahindra Ltd. Automobiles | 1.87% | 2.05% | 1.87% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 1.80% | 4.99% | 1.80% |
KOTAK MAHINDRA BANK LTD. Banks | 1.47% | 1.75% | 1.47% |
NTPC LTD Power | 2.81% | 1.45% | 1.45% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 2.05% | 1.37% | 1.37% |
Britannia Industries Ltd. Food Products | 2.69% | 1.16% | 1.16% |
BAJAJ FINANCE LTD. Finance | 2.47% | 0.84% | 0.84% |
INDUSIND BANK LTD. Banks | 1.35% | 0.81% | 0.81% |
Solar Industries India Limited Chemicals and Petrochemicals | 1.27% | 0.70% | 0.70% |
Mphasis Ltd IT - Software | 1.63% | 0.58% | 0.58% |
Jindal Steel & Power Ltd Ferrous Metals | 1.96% | 0.56% | 0.56% |
KALPATARU PROJECTS INTERNATIONAL LIMITED Construction | 1.71% | 0.53% | 0.53% |
Inter Globe Aviation Ltd Transport Services | 1.71% | 0.50% | 0.50% |
AMBUJA CEMENTS LTD. Cement and Cement Products | 0.32% | 1.62% | 0.32% |
ABB India Ltd. Electrical Equipment | 0.81% | 0.27% | 0.27% |
Ultratech Cement Ltd. Cement and Cement Products | 1.90% | 0.26% | 0.26% |
SWIGGY LTD Retailing | 0.26% | 0.59% | 0.26% |
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD. Capital Markets | 0.60% | 0.09% | 0.09% |
Divis Laboratories Ltd. Pharmaceuticals and Biotechnology | 1.50% | 0.01% | 0.01% |
Unique to Kotak ELSS Tax Saver
- Tech Mahindra Ltd.2.88%
- Hero MotoCorp Ltd.2.70%
Unique to Mirae Asset Large Cap
- ITC Ltd.3.12%
- Tata Consultancy Services Ltd.2.94%
Sector Overlap Breakdown
Banks21.5% (6)
Telecom - Services3.6% (1)
IT - Software3.4% (2)
Construction3.1% (2)
Retailing2.6% (2)
Automobiles1.9% (1)
Petroleum Products1.8% (1)
Power1.4% (1)
Pharmaceuticals and Biotechnology1.4% (2)
Food Products1.2% (1)
Finance0.8% (1)
Chemicals and Petrochemicals0.7% (1)
Cement and Cement Products0.6% (2)
Ferrous Metals0.6% (1)
Transport Services0.5% (1)
Electrical Equipment0.3% (1)
Capital Markets0.1% (1)
More comparisons for Kotak ELSS Tax Saver
- vs Kotak Large & Midcap57.2% · 34 stocks
- vs Kotak ESG Exclusionary Strateg55.2% · 25 stocks
- vs Kotak Contra54.6% · 30 stocks
- vs Kotak Large Cap54.5% · 27 stocks
- vs Kotak Flexicap51.0% · 26 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.