Kotak ELSS Tax Saver Fund vs TATA LARGE CAP FUND
Kotak vs Tata· Portfolio Overlap Analysis
47.8%High Overlap
22 common stocksRank #12479 / 20,000
Investor takeaway: At 47.8% 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 (22)
| Stock | Wt% in Kotak ELSS Tax Saver | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 8.38% | 8.20% | 8.20% |
ICICI BANK LTD. Banks | 4.99% | 9.12% | 4.99% |
STATE BANK OF INDIA. Banks | 5.96% | 3.54% | 3.54% |
Infosys Ltd. IT - Software | 2.82% | 3.54% | 2.82% |
Larsen and Toubro Ltd. Construction | 2.60% | 3.58% | 2.60% |
BAJAJ FINANCE LTD. Finance | 2.47% | 3.04% | 2.47% |
BHARTI AIRTEL LTD. Telecom - Services | 3.60% | 2.19% | 2.19% |
AXIS BANK LTD. Banks | 2.18% | 4.08% | 2.18% |
Mahindra & Mahindra Ltd. Automobiles | 1.87% | 2.89% | 1.87% |
Tech Mahindra Ltd. IT - Software | 2.88% | 1.85% | 1.85% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 1.80% | 5.26% | 1.80% |
NTPC LTD Power | 2.81% | 1.79% | 1.79% |
BANK OF BARODA Banks | 1.93% | 1.73% | 1.73% |
Inter Globe Aviation Ltd Transport Services | 1.71% | 1.56% | 1.56% |
KOTAK MAHINDRA BANK LTD. Banks | 1.47% | 3.72% | 1.47% |
Power Grid Corporation of India Ltd. Power | 1.46% | 1.43% | 1.43% |
INDUSIND BANK LTD. Banks | 1.35% | 1.72% | 1.35% |
Britannia Industries Ltd. Food Products | 2.69% | 1.07% | 1.07% |
Indus Towers Ltd. Telecom - Services | 1.00% | 1.23% | 1.00% |
Hero MotoCorp Ltd. Automobiles | 2.70% | 0.92% | 0.92% |
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD. Capital Markets | 0.60% | 1.83% | 0.60% |
AMBUJA CEMENTS LTD. Cement and Cement Products | 0.32% | 1.43% | 0.32% |
Unique to Kotak ELSS Tax Saver
All top holdings are shared with the other fund.
Unique to TATA LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks23.5% (7)
IT - Software4.7% (2)
Power3.2% (2)
Telecom - Services3.2% (2)
Automobiles2.8% (2)
Construction2.6% (1)
Finance2.5% (1)
Petroleum Products1.8% (1)
Transport Services1.6% (1)
Food Products1.1% (1)
Capital Markets0.6% (1)
Cement and Cement Products0.3% (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 TATA LARGE CAP
- vs ADITYA BIRLA SUN LIFE BSE SENS61.5% · 19 stocks
- vs HDFC BSE SENSEX ETF61.5% · 19 stocks
- vs HDFC BSE Sensex Index61.5% · 19 stocks
- vs ICICI Prudential BSE Sensex ET61.5% · 19 stocks
- vs Kotak BSE Sensex ETF61.5% · 19 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.