Kotak ELSS Tax Saver Fund vs Parag Parikh Large Cap Fund
Kotak vs PPFAS· Portfolio Overlap Analysis
46.8%High Overlap
29 common stocksRank #13571 / 20,000
Investor takeaway: At 46.8% 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 (29)
| Stock | Wt% in Kotak ELSS Tax Saver | Wt% in Parag Parikh Large Cap | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 8.38% | 9.77% | 8.38% |
ICICI BANK LTD. Banks | 4.99% | 7.17% | 4.99% |
STATE BANK OF INDIA. Banks | 5.96% | 3.61% | 3.61% |
BHARTI AIRTEL LTD. Telecom - Services | 3.60% | 3.79% | 3.60% |
Infosys Ltd. IT - Software | 2.82% | 3.30% | 2.82% |
Larsen and Toubro Ltd. Construction | 2.60% | 3.64% | 2.60% |
AXIS BANK LTD. Banks | 2.18% | 2.91% | 2.18% |
BAJAJ FINANCE LTD. Finance | 2.47% | 1.92% | 1.92% |
Mahindra & Mahindra Ltd. Automobiles | 1.87% | 2.20% | 1.87% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 1.80% | 6.82% | 1.80% |
KOTAK MAHINDRA BANK LTD. Banks | 1.47% | 2.25% | 1.47% |
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 2.05% | 1.33% | 1.33% |
NTPC LTD Power | 2.81% | 1.31% | 1.31% |
ETERNAL LIMITED Retailing | 2.33% | 1.28% | 1.28% |
Ultratech Cement Ltd. Cement and Cement Products | 1.90% | 1.09% | 1.09% |
Power Grid Corporation of India Ltd. Power | 1.46% | 0.98% | 0.98% |
Inter Globe Aviation Ltd Transport Services | 1.71% | 0.79% | 0.79% |
TVS Motor Company Ltd. Automobiles | 1.07% | 0.66% | 0.66% |
Tech Mahindra Ltd. IT - Software | 2.88% | 0.62% | 0.62% |
Divis Laboratories Ltd. Pharmaceuticals and Biotechnology | 1.50% | 0.59% | 0.59% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 2.43% | 0.54% | 0.54% |
Britannia Industries Ltd. Food Products | 2.69% | 0.51% | 0.51% |
BANK OF BARODA Banks | 1.93% | 0.43% | 0.43% |
Jindal Steel & Power Ltd Ferrous Metals | 1.96% | 0.34% | 0.34% |
United Spirits Ltd Beverages | 0.98% | 0.30% | 0.30% |
Solar Industries India Limited Chemicals and Petrochemicals | 1.27% | 0.24% | 0.24% |
Bosch Limited Auto Components | 2.29% | 0.23% | 0.23% |
ABB India Ltd. Electrical Equipment | 0.81% | 0.23% | 0.23% |
AMBUJA CEMENTS LTD. Cement and Cement Products | 0.32% | 0.09% | 0.09% |
Unique to Kotak ELSS Tax Saver
- Hero MotoCorp Ltd.2.70%
Unique to Parag Parikh Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks21.1% (6)
Telecom - Services3.6% (1)
IT - Software3.4% (2)
Construction2.6% (1)
Automobiles2.5% (2)
Petroleum Products2.3% (2)
Power2.3% (2)
Finance1.9% (1)
Pharmaceuticals and Biotechnology1.9% (2)
Retailing1.3% (1)
Cement and Cement Products1.2% (2)
Transport Services0.8% (1)
Food Products0.5% (1)
Ferrous Metals0.3% (1)
Beverages0.3% (1)
Chemicals and Petrochemicals0.2% (1)
Auto Components0.2% (1)
Electrical Equipment0.2% (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 Parag Parikh Large Cap
- vs HDFC NIFTY 100 ETF99.8% · 100 stocks
- vs ICICI Prudential Nifty 100 ETF99.8% · 100 stocks
- vs Axis Nifty 100 Index99.7% · 100 stocks
- vs Nippon India ETF Nifty 10099.7% · 100 stocks
- vs HDFC NIFTY 100 Index99.7% · 100 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.