Kotak Energy Opportunities Fund vs SBI Energy Opportunities Fund

Kotak vs SBI· Portfolio Overlap Analysis

43.9%High Overlap
16 common stocksRank #17783 / 20,000

Investor takeaway: At 43.9% 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 (16)

StockWt% in Kotak Energy OpportunitiesWt% in SBI Energy OpportunitiesOverlap
RELIANCE INDUSTRIES LTD.
Petroleum Products
7.98%8.29%7.98%
BHARAT PETROLEUM CORPORATION LTD.
Petroleum Products
6.20%6.32%6.20%
NTPC LTD
Power
8.20%4.82%4.82%
GAIL (India) Ltd.
Gas
4.55%6.78%4.55%
INDIAN OIL CORPORATION LTD.
Petroleum Products
4.02%6.14%4.02%
KALPATARU PROJECTS INTERNATIONAL LIMITED
Construction
2.66%5.58%2.66%
Petronet LNG Ltd.
Gas
2.13%4.80%2.13%
CESC Ltd.
Power
2.04%2.15%2.04%
Torrent Power Ltd
Power
2.02%4.02%2.02%
Oil And Natural Gas Corporation Ltd.
Oil
2.00%4.79%2.00%
Power Finance Corporation Ltd.
Finance
1.85%1.98%1.85%
Thermax Ltd.
Electrical Equipment
1.12%3.97%1.12%
Power Grid Corporation of India Ltd.
Power
4.27%1.01%1.01%
NHPC Ltd.
Power
1.62%0.93%0.93%
Siemens Ltd.
Electrical Equipment
4.03%0.31%0.31%
GUJARAT STATE PETRONET LTD.
Gas
0.22%5.92%0.22%

Unique to Kotak Energy Opportunities

  • GE VERNOVA T&D INDIA LIMITED4.54%
  • HINDUSTAN PETROLEUM CORPORATION LTD.4.24%
  • Larsen and Toubro Ltd.4.13%

Unique to SBI Energy Opportunities

  • HEG Ltd.4.36%

Sector Overlap Breakdown

Petroleum Products
18.2% (3)
Power
10.8% (5)
Gas
6.9% (3)
Construction
2.7% (1)
Oil
2.0% (1)
Finance
1.9% (1)
Electrical Equipment
1.4% (2)

More comparisons for Kotak Energy Opportunities

More comparisons for SBI Energy Opportunities

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.