Kotak ESG Exclusionary Strategy Fund vs Mahindra Manulife Flexi Cap Fund
Kotak vs Mahindra· Portfolio Overlap Analysis
47.4%High Overlap
22 common stocksRank #12824 / 20,000
Investor takeaway: At 47.4% 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 ESG Exclusionary Strateg | Wt% in Mahindra Manulife Flexi Cap | Overlap |
|---|---|---|---|
HDFC BANK LTD. Banks | 7.24% | 7.38% | 7.24% |
ICICI BANK LTD. Banks | 5.11% | 7.99% | 5.11% |
AXIS BANK LTD. Banks | 4.10% | 3.62% | 3.62% |
BAJAJ FINANCE LTD. Finance | 4.06% | 3.55% | 3.55% |
Infosys Ltd. IT - Software | 3.21% | 3.73% | 3.21% |
STATE BANK OF INDIA. Banks | 4.01% | 3.01% | 3.01% |
Larsen and Toubro Ltd. Construction | 4.28% | 2.86% | 2.86% |
TATA CONSULTANCY SERVICES LTD. IT - Software | 2.15% | 2.87% | 2.15% |
Ultratech Cement Ltd. Cement and Cement Products | 3.76% | 2.00% | 2.00% |
BHARTI AIRTEL LTD. Telecom - Services | 7.10% | 1.73% | 1.73% |
Britannia Industries Ltd. Food Products | 1.63% | 1.41% | 1.41% |
Tech Mahindra Ltd. IT - Software | 3.02% | 1.30% | 1.30% |
Siemens Ltd. Electrical Equipment | 1.39% | 1.28% | 1.28% |
Avenue Supermarts Ltd Retailing | 1.28% | 1.52% | 1.28% |
Hindustan Unilever Ltd. Diversified FMCG | 1.16% | 2.59% | 1.16% |
Indus Towers Ltd. Telecom - Services | 1.12% | 1.27% | 1.12% |
RELIANCE INDUSTRIES LTD. Petroleum Products | 1.12% | 4.97% | 1.12% |
Maruti Suzuki India Limited Automobiles | 0.92% | 1.36% | 0.92% |
BIOCON LTD. Pharmaceuticals and Biotechnology | 1.30% | 0.89% | 0.89% |
Glaxosmithkline Pharma Ltd Pharmaceuticals and Biotechnology | 1.75% | 0.87% | 0.87% |
Mahindra & Mahindra Ltd. Automobiles | 0.92% | 0.83% | 0.83% |
NTPC LTD Power | 0.71% | 1.20% | 0.71% |
Unique to Kotak ESG Exclusionary Strateg
- ETERNAL LIMITED4.26%
- SHRIRAM FINANCE LIMITED3.60%
Unique to Mahindra Manulife Flexi Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks19.0% (4)
IT - Software6.7% (3)
Finance3.5% (1)
Construction2.9% (1)
Telecom - Services2.9% (2)
Cement and Cement Products2.0% (1)
Pharmaceuticals and Biotechnology1.8% (2)
Automobiles1.8% (2)
Food Products1.4% (1)
Electrical Equipment1.3% (1)
Retailing1.3% (1)
Diversified FMCG1.2% (1)
Petroleum Products1.1% (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 Focused52.0% · 17 stocks
- vs Kotak Large & Midcap50.8% · 28 stocks
More comparisons for Mahindra Manulife Flexi Cap
- vs Mahindra Manulife ELSS Tax Sav90.2% · 60 stocks
- vs Mahindra Manulife Large Cap64.6% · 31 stocks
- vs Mahindra Manulife Aggressive H61.0% · 51 stocks
- vs NIPPON INDIA LARGE CAP55.0% · 28 stocks
- vs CANARA ROBECO LARGE CAP54.9% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.