Kotak Energy Opportunities Fund vs Mirae Asset Nifty Energy ETF
Kotak vs Mirae· Portfolio Overlap Analysis
49.9%High Overlap
21 common stocksRank #10312 / 20,000
Investor takeaway: At 49.9% 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 Energy Opportunities | Wt% in Mirae Asset Nifty Energy ETF | Overlap |
|---|---|---|---|
RELIANCE INDUSTRIES LTD. Petroleum Products | 7.98% | 8.43% | 7.98% |
NTPC LTD Power | 8.20% | 7.38% | 7.38% |
GAIL (India) Ltd. Gas | 4.55% | 4.54% | 4.54% |
Power Grid Corporation of India Ltd. Power | 4.27% | 5.52% | 4.27% |
GE VERNOVA T&D INDIA LIMITED Electrical Equipment | 4.54% | 3.64% | 3.64% |
ABB India Ltd. Electrical Equipment | 3.91% | 2.43% | 2.43% |
Siemens Ltd. Electrical Equipment | 4.03% | 2.31% | 2.31% |
Petronet LNG Ltd. Gas | 2.13% | 2.41% | 2.13% |
Tata Power Company Ltd. Power | 2.03% | 2.59% | 2.03% |
Oil And Natural Gas Corporation Ltd. Oil | 2.00% | 10.79% | 2.00% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 6.20% | 1.92% | 1.92% |
INDIAN OIL CORPORATION LTD. Petroleum Products | 4.02% | 1.80% | 1.80% |
Coal India Limited Consumable Fuels | 1.54% | 9.71% | 1.54% |
Torrent Power Ltd Power | 2.02% | 1.22% | 1.22% |
HINDUSTAN PETROLEUM CORPORATION LTD. Petroleum Products | 4.24% | 1.08% | 1.08% |
NHPC Ltd. Power | 1.62% | 0.97% | 0.97% |
Thermax Ltd. Electrical Equipment | 1.12% | 0.92% | 0.92% |
Suzlon Energy Ltd. Electrical Equipment | 0.76% | 3.95% | 0.76% |
CESC Ltd. Power | 2.04% | 0.41% | 0.41% |
NLC India Ltd. (Neyveli Lignite Corporation Ltd.) Power | 1.67% | 0.35% | 0.35% |
GUJARAT STATE PETRONET LTD. Gas | 0.22% | 0.87% | 0.22% |
Unique to Kotak Energy Opportunities
- Larsen and Toubro Ltd.4.13%
Unique to Mirae Asset Nifty Energy ETF
- CG Power and Industrial Solutions Ltd.3.80%
- Bharat Heavy Electricals Ltd.2.95%
Sector Overlap Breakdown
Power16.6% (7)
Petroleum Products12.8% (4)
Electrical Equipment10.1% (5)
Gas6.9% (3)
Oil2.0% (1)
Consumable Fuels1.5% (1)
More comparisons for Kotak Energy Opportunities
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- vs Motilal Oswal Nifty Energy ETF49.9% · 21 stocks
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More comparisons for Mirae Asset Nifty Energy ETF
- vs Motilal Oswal Nifty Energy ETF99.5% · 40 stocks
- vs Baroda BNP Paribas Energy Oppo58.4% · 18 stocks
- vs ICICI Prudential Energy Opport48.0% · 29 stocks
- vs IB45-Groww BSE Power ETF46.9% · 18 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY PS43.2% · 11 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.