Kotak ESG Exclusionary Strategy Fund vs Kotak Large Cap Fund
Kotak vs Kotak· Portfolio Overlap Analysis
55.3%High Overlap
27 common stocksRank #6807 / 20,000
Investor takeaway: At 55.3% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (27)
| Stock | Wt% in Kotak ESG Exclusionary Strateg | Wt% in Kotak Large Cap | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 7.24% | 7.01% | 7.01% |
ICICI BANK LTD. Banks | 5.11% | 7.36% | 5.11% |
Larsen and Toubro Ltd. Construction | 4.28% | 4.22% | 4.22% |
STATE BANK OF INDIA. Banks | 4.01% | 4.83% | 4.01% |
BHARTI AIRTEL LTD. Telecom - Services | 7.10% | 3.78% | 3.78% |
AXIS BANK LTD. Banks | 4.10% | 3.35% | 3.35% |
Infosys Ltd. IT - Software | 3.21% | 3.32% | 3.21% |
BAJAJ FINANCE LTD. Finance | 4.06% | 3.14% | 3.14% |
Ultratech Cement Ltd. Cement and Cement Products | 3.76% | 2.22% | 2.22% |
SHRIRAM FINANCE LIMITED Finance | 3.60% | 1.98% | 1.98% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 2.15% | 1.68% | 1.68% |
BHARAT PETROLEUM CORPORATION LTD. Petroleum Products | 1.43% | 1.49% | 1.43% |
ETERNAL LIMITED Retailing | 4.26% | 1.38% | 1.38% |
KOTAK MAHINDRA BANK LTD. Banks | 1.28% | 1.55% | 1.28% |
GODREJ CONSUMER PRODUCTS LTD. Personal Products | 1.67% | 1.21% | 1.21% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 1.12% | 6.39% | 1.12% |
Tech Mahindra Ltd. IT - Software | 3.02% | 1.04% | 1.04% |
Hindustan Unilever Ltd. Diversified FMCG | 1.16% | 0.97% | 0.97% |
Mahindra & Mahindra Ltd. Automobiles | 0.92% | 2.90% | 0.92% |
Maruti Suzuki India Limited Automobiles | 0.92% | 2.41% | 0.92% |
BHARAT FORGE LTD. Auto Components | 2.12% | 0.89% | 0.89% |
Power Finance Corporation Ltd. Finance | 0.92% | 0.84% | 0.84% |
Apollo Tyres Ltd. Auto Components | 0.84% | 0.94% | 0.84% |
Britannia Industries Ltd. Food Products | 1.63% | 0.77% | 0.77% |
Bosch Limited Auto Components | 2.02% | 0.75% | 0.75% |
NTPC LTD Power | 0.71% | 2.89% | 0.71% |
Hero MotoCorp Ltd. Automobiles | 3.17% | 0.56% | 0.56% |
Unique to Kotak ESG Exclusionary Strateg
All top holdings are shared with the other fund.
Unique to Kotak Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks20.8% (5)
Finance6.0% (3)
IT - Software5.9% (3)
Construction4.2% (1)
Telecom - Services3.8% (1)
Petroleum Products2.5% (2)
Auto Components2.5% (3)
Automobiles2.4% (3)
Cement and Cement Products2.2% (1)
Retailing1.4% (1)
Personal Products1.2% (1)
Diversified FMCG1.0% (1)
Food Products0.8% (1)
Power0.7% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.