Kotak ELSS Tax Saver Fund vs Shriram ELSS Tax Saver Fund
Kotak vs Shriram· Portfolio Overlap Analysis
45.6%High Overlap
21 common stocksRank #15084 / 20,000
Investor takeaway: At 45.6% 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 (21)
| Stock | Wt% in Kotak ELSS Tax Saver | Wt% in Shriram ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 8.38% | 7.23% | 7.23% |
ICICI BANK LTD. Banks | 4.99% | 4.93% | 4.93% |
STATE BANK OF INDIA. Banks | 5.96% | 4.73% | 4.73% |
BHARTI AIRTEL LTD. Telecom - Services | 3.60% | 3.81% | 3.60% |
Infosys Ltd. IT - Software | 2.82% | 2.79% | 2.79% |
Larsen and Toubro Ltd. Construction | 2.60% | 2.62% | 2.60% |
NTPC LTD Power | 2.81% | 2.57% | 2.57% |
AXIS BANK LTD. Banks | 2.18% | 3.11% | 2.18% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 2.43% | 2.01% | 2.01% |
Mahindra & Mahindra Ltd. Automobiles | 1.87% | 2.94% | 1.87% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 1.80% | 3.16% | 1.80% |
Inter Globe Aviation Ltd Transport Services | 1.71% | 2.20% | 1.71% |
HINDUSTAN PETROLEUM CORPORATION LTD. Petroleum Products | 2.59% | 1.51% | 1.51% |
TVS Motor Company Ltd. Automobiles | 1.07% | 1.55% | 1.07% |
Coromandel International Limited Fertilizers and Agrochemicals | 1.01% | 1.34% | 1.01% |
ETERNAL LIMITED Retailing | 2.33% | 0.96% | 0.96% |
Power Grid Corporation of India Ltd. Power | 1.46% | 0.93% | 0.93% |
Tech Mahindra Ltd. IT - Software | 2.88% | 0.83% | 0.83% |
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD. Capital Markets | 0.60% | 0.56% | 0.56% |
KALPATARU PROJECTS INTERNATIONAL LIMITED Construction | 1.71% | 0.50% | 0.50% |
SWIGGY LTD Retailing | 0.26% | 0.70% | 0.26% |
Unique to Kotak ELSS Tax Saver
- Hero MotoCorp Ltd.2.70%
- Britannia Industries Ltd.2.69%
Unique to Shriram ELSS Tax Saver
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.1% (4)
Petroleum Products5.3% (3)
IT - Software3.6% (2)
Telecom - Services3.6% (1)
Power3.5% (2)
Construction3.1% (2)
Automobiles2.9% (2)
Transport Services1.7% (1)
Retailing1.2% (2)
Fertilizers and Agrochemicals1.0% (1)
Capital Markets0.6% (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 Shriram ELSS Tax Saver
- vs Shriram Flexi Cap96.1% · 70 stocks
- vs Shriram Balanced Advantage54.1% · 43 stocks
- vs Kotak Large Cap53.4% · 25 stocks
- vs Shriram Aggressive Hybrid53.3% · 47 stocks
- vs EDELWEISS LARGE CAP53.0% · 31 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.