Kotak ESG Exclusionary Strategy Fund vs Kotak Focused Fund
Kotak vs Kotak· Portfolio Overlap Analysis
52.0%High Overlap
17 common stocksRank #8206 / 20,000
Investor takeaway: At 52.0% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (17)
| Stock | Wt% in Kotak ESG Exclusionary Strateg | Wt% in Kotak Focused | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 7.24% | 6.92% | 6.92% |
ICICI BANK LTD. Banks | 5.11% | 5.99% | 5.11% |
BHARTI AIRTEL LTD. Telecom - Services | 7.10% | 5.05% | 5.05% |
ETERNAL LIMITED Retailing | 4.26% | 4.23% | 4.23% |
STATE BANK OF INDIA. Banks | 4.01% | 5.42% | 4.01% |
SHRIRAM FINANCE LIMITED Finance | 3.60% | 5.85% | 3.60% |
AXIS BANK LTD. Banks | 4.10% | 3.35% | 3.35% |
Ultratech Cement Ltd. Cement and Cement Products | 3.76% | 3.20% | 3.20% |
Hero MotoCorp Ltd. Automobiles | 3.17% | 3.71% | 3.17% |
Larsen and Toubro Ltd. Construction | 4.28% | 2.85% | 2.85% |
Infosys Ltd. IT - Software | 3.21% | 2.68% | 2.68% |
Tech Mahindra Ltd. IT - Software | 3.02% | 2.40% | 2.40% |
GODREJ CONSUMER PRODUCTS LTD. Personal Products | 1.67% | 2.10% | 1.67% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 1.12% | 3.33% | 1.12% |
SRF LTD. Chemicals and Petrochemicals | 1.04% | 2.13% | 1.04% |
Maruti Suzuki India Limited Automobiles | 0.92% | 3.74% | 0.92% |
NTPC LTD Power | 0.71% | 3.40% | 0.71% |
Unique to Kotak ESG Exclusionary Strateg
- BAJAJ FINANCE LTD.4.06%
Unique to Kotak Focused
- Bharat Electronics Ltd.4.20%
- KEI Industries Ltd.3.67%
Sector Overlap Breakdown
Banks19.4% (4)
IT - Software5.1% (2)
Telecom - Services5.0% (1)
Retailing4.2% (1)
Automobiles4.1% (2)
Finance3.6% (1)
Cement and Cement Products3.2% (1)
Construction2.9% (1)
Personal Products1.7% (1)
Petroleum Products1.1% (1)
Chemicals and Petrochemicals1.0% (1)
Power0.7% (1)
More comparisons for Kotak ESG Exclusionary Strateg
- vs Kotak Large Cap55.3% · 27 stocks
- vs Kotak ELSS Tax Saver55.2% · 25 stocks
- vs Kotak Flexicap55.1% · 29 stocks
- vs Kotak Large & Midcap50.8% · 28 stocks
- vs Mirae Asset Large Cap50.8% · 27 stocks
More comparisons for Kotak Focused
- vs Kotak Contra56.2% · 23 stocks
- vs Kotak Flexicap52.5% · 19 stocks
- vs Kotak Large Cap51.8% · 20 stocks
- vs CANARA ROBECO LARGE CAP48.3% · 19 stocks
- vs CANARA ROBECO FOCUSED48.1% · 14 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.